Brooke Stanfield
Jamaica Beach
Summary
Highly motivated senior premium auditor with extensive customer service, sales, and over ten years of Insurance experience. Results-driven premium auditor with extensive experience in commercial insurance audits. Successfully enhanced operational efficiency by training staff and collaborating with underwriting teams, consistently achieving high standards in quality control and customer service.
Overview
15
15
years of professional experience
Work History
Senior Corporate Premium Auditor
United Fire Group
03.2017 - Current
- Executed comprehensive audits of clients' insurance policies, ensuring compliance with industry standards.
- Audit commercial general liability, workers compensation, garage, and other commercial packages.
- Workers' compensation experience in states, NJ, PA, LA, TX, SD, ND, NV, AZ, CO, KY, NM, OK, TN, UT, WI, AL, and IA.
- General liability experience states CA, NY, NJ, PA, LA, TX, SD, ND, NV, AZ, CO, KY, NM, OK, TN, UT, WI, AL, and IA.
- Executed garage audits for clients in Texas and Louisiana.
- Premium audit. Passed all state test audits from Pennsylvania and New Jersey state.
- NJ and PA state test audits.
- All quality control audits checked were above achieved.
- Partnered with underwriting teams to resolve discrepancies in policy evaluations, enhancing accuracy of assessments.
- Communicated with clients to clarify information and gather necessary documentation.
- Create special projects, pull rates and mods for physical auditors.
- Handle all bureau states workers compensation and general liability.
- Answer all audit related calls, underwriter questions, process billing, handle midterm and manual coding.
- Perform in person training for underwriters and support staff of audit changes or classification questions.
- Recognized for excellent customer service and time efficiency; consistently increased banker's sales incentives through customer referrals.
- I have completed several special projects for the manager and underwriter supervisor.
- Trained three employees in TX, LA, SD, ND, CA, NJ states.
- Audited phone calls, coordinated activities, and volunteered as an auditor for eight years.
- Recognized for high service standards.
- Maintained up-to-date knowledge of industry regulations and best practices for auditing.
Underwriting Specialist
United Fire Group
02.2015 - 01.2017
- Supported underwriting team in processing new applications, renewals, endorsements, and cancellations to ensure timely and accurate service.
- Compute premiums for all commercial insurance lines of business.
- Processed renewals, change requests, cancellations, and reporting forms while efficiently entering applications and quotes through ImageRight.
- Managed overflow calls and addressed agents' inquiries to maintain effective communication and support.
- Perform file setup and organization.
Member Service Representative
Associated Credit Union
04.2011 - 04.2012
- Delivered exceptional customer service while resolving clients' account issues, enhancing overall customer satisfaction.
- Executed cashing checks, accepting deposits and loan payments, and processing withdrawals to ensure accurate and efficient transactions.
- Utilized computers and office equipment to support daily operations.
Education
High School Diploma -
Clear Creek High School
League City, TXSkills
- Premium audit
- Public accounting
- Interpersonal communication
- Organizational skills
- Client relationship management
- Workplace compliance
- Detail-oriented analysis
- Auditing principles
- QuickBooks
- Excel
- Guidewire ACL
- Nexus
- Imageright
- Symitar
- Microsoft Word
- Organization skills
- Time management
- Team management
- Classification questions
- Customer service
- Employee relations
- Team leadership
- ISO manual rules
- NCCI
- Personal skills
- Auditing principles
Accomplishments
- Accomplished status as one of the top store sales performers
- Recognized for excellent customer service and time efficiency; consistently increased banker's sales incentives through customer referrals.
- Premium audit. Passed all state test audits from Pennsylvania and New Jersey state.
- Taken PAAS Workers compensation and General liability courses passed with certificate.
- All quality control audits checked were above achieved.
- Throughout the past 8 years I have been a phone auditor, coordinator and voluntary auditor, to help where it is needed for the company.
- Trained three employees in TX, LA, SD, ND, CA, NJ states.
- Recognized for high service standards.
Career Focus
Highly motivated premium auditor with extensive customer service, sales, and over ten years insurance experience.
Recommendations
Recommendations upon request.
Timeline
Senior Corporate Premium Auditor
United Fire Group
03.2017 - Current
Underwriting Specialist
United Fire Group
02.2015 - 01.2017
Member Service Representative
Associated Credit Union
04.2011 - 04.2012
High School Diploma -
Clear Creek High School