Administrative and insurance professional with over a decade of experience in government, non-profit and corporate industries. Detail-oriented and decisive nature with sound judgment, good multitasking abilities, and self-motivated team player. Keen attention to detail with the ability to accomplish on-time and accurate tasks.
Overview
15
15
years of professional experience
Work History
Premium Auditor
NEIS
Cheshire , CT
07.2023 - Current
Reviewed insurance, annuity and pension plans to determine financial soundness for calculating premiums.
Managed completion of planned audits, reviewed records and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
Utilized auditing and compliance software to advance efficiency.
Audited payroll department to verify impartiality on employee compensation and benefits.
Facilitated access to organization for external auditors for on-site visits.
Analyzed financial records, such as balance sheets and income statements.
Insurance Examiner
New Jersey Department of Banking and Insurance
Trenton, NJ
03.2022 - 03.2023
Examine and verify financial statements and related filings, accounts, and records submitted by insurance companies to the Department
Assists in auditing premium tax and other insurance company assessment returns
Prepares clear, technically sound, accurate, and informative reports on reviews and examinations containing findings, conclusions, and recommendations
Process annual filing fee invoices for Third-Party Administration companies
Conducts inspections and evaluations of all filings, bonds, mortgages, stocks, real estate, and other investments and documents submitted for review
Performs calculations on reserves, liabilities, and obligations
Review and approve Third-Party Administration and Third-Party Billing contracts and applications.
Clerk Typist
New Jersey Department of Banking and Insurance
Trenton, NJ
10.2016 - 03.2022
Oversee various Property and Casualty projects from conceptualization to completion
Provided customer service as the first point of contact for the Solvency and Regulations department
Processed invoices for Property and Casualty Insurance Company
Processed OPRA request
Prepare routine legal correspondence and memorandum for attorney partners
Manage and anticipate clerical needs of senior management, including inventory, purchasing, and file management
Store and maintain confidential records.
Administrative Assistant
Educational Testing Service
Ewing, NJ
05.2009 - 08.2016
Coordinated special team training events
Provided customer service and conflict resolution by telephone and email
Created excel spreadsheets to compile contact information, appointment management, and record invoices
Generated shipment invoices, prepared packages, and arranged courier delivery
Fulfilled purchasing requirements; researched goods and services and obtained price quotes
Stored and maintain confidential records.
Education
Associate of Arts - Accounting
Eastern Gateway Community College
01.2020
Bachelor of Arts - Mass Communications
William Paterson University
01.2016
Associate of Arts - Communications
Mercer County Community College
01.2013
Skills
Team Collaboration
File and Record Management
Verbal and Written Communication
MS Office
Public Speaking
Sourcing and Compiling Information
Team Training
Report and Records Review
Accomplishments
Employee of the Month ( October 2011 and February 2013)
Timeline
Premium Auditor
NEIS
07.2023 - Current
Insurance Examiner
New Jersey Department of Banking and Insurance
03.2022 - 03.2023
Clerk Typist
New Jersey Department of Banking and Insurance
10.2016 - 03.2022
Administrative Assistant
Educational Testing Service
05.2009 - 08.2016
Associate of Arts - Accounting
Eastern Gateway Community College
Bachelor of Arts - Mass Communications
William Paterson University
Associate of Arts - Communications
Mercer County Community College
Similar Profiles
DANIEL SOMMERVILLEDANIEL SOMMERVILLE
Quality Review and Training at NEISQuality Review and Training at NEIS