DANITA DANCY
Commercial/Property Loss Control
Memphis,TN
Summary
Independent Premium Auditor performing 41+ physical, phone, and remote premium audits per month for multiple insurers across the southeast region. Reviews 2–4 payroll and personnel files per audit, along with payroll, personnel records, and business operations, to build compliant audit reports that support final premium determinations. Completes commercial property surveys and inspection detail for 1–3 sites per week for compliance teams.
Overview
3
3
Certifications
41
41
years of professional experience
Work History
Independent Premium Auditor
RLD Associates, Wilkinson, NEIS and Preferred Reports
01.2009 - Current
- Conducted physical, phone, and remote premium audits for multiple insurance firms in the southeast region.
- Audit payroll and personnel records to provide report detail so the insurance carrier can determine the final audit for their client.
- Reviewed financial records and operations of various businesses to compile compliance reports, completing commercial and property survey inspections.
- Skilled in reviewing financial records and operations of various business or service to record as a report for the compliance department. Completing commercial and property survey inspections.
- Financial Service
- Memphis, TN || Independent Premium Auditor || 01/2009 - present
Insurance Independent Broker
Financial Service
01.2004 - 01.2012
- Oversee hundred policyholder accounts while bringing in new business. Quality producer utilizing various companies to meet the needs for commercial or personal line products.
- Specialized in personal lines including home, auto, umbrella, motorcycle, boat, health, life, and select commercial policies, contracting with multiple property and casualty companies as well as all major life, health, and retirement companies. My financial service offers bookkeeping for small business owners.
- Financial Service
- Memphis, TN || Insurance Independent Broker || 01/2004 - 01/2012
on-site manager
Apartment Personnel, Randstad, Kelly Services
01.2001 - 01.2009
- Managed assignments at Washington Manor, Cambridge Court, and Gayoso House.
- Responsible for the overall lease administration account management and operation of multilevel apartments. Served as on-site manager; established and maintained strong working relationship with client(s) and their landlords. Skilled in with working tax credit apartment and Fair housing laws featuring Section 8.
- Responsible for the overall lease administration account management and operation of multilevel apartments. Served as on-site manager; establish and maintain strong working relationship with client(s) and their landlords. Skilled in with working tax credit apartment and Fair housing laws featuring Section 8.
- Oversaw daily operations and maintenance of apartment complexes, ensuring high standards of living for residents.
- Assignment was with William Sonoma in the Accounting Department as a reconciliation agent. Demonstrates basic material handling/ packaging warehouse equipment skills. Demonstrates effective oral communication skills. Expands skills and techniques in different area/process/method. Maintained appropriate licenses, training, and certifications to complete tasks.
- Analyzed information from various business lines necessary to complete audit test work and projects. Compiled bulk data applications performing detailed review for Sr. Auditor.
- Assignment was with William Sonoma in the Accounting Department as a reconciliation agent. Demonstrates basic material handling/ packaging warehouse equipment skills. Demonstrates effective oral communication skills. Expands skills and techniques in different area/process/method. Maintains appropriate license/training/certifications, as needed to complete task.
- Oversaw operations and maintenance of apartment complexes, enhancing living standards for residents.
CSR/Billing Specialist
Federal Express
01.1986 - 01.2001
- Trained agents on service issues, enhancing their ability to support small business owners with transportation needs over ten years.
- Applied extensive knowledge of principles and methods for moving goods by air and ground to optimize logistics processes.
- Navigated domestic and international customs clearance procedures, demonstrating strong time management skills.
- Federal Express
- || 01/1986 - 01/2001
- Mentored junior staff, fostering professional growth and enhancing team performance.
Education
Associate Degree - Computer Programming
Southeast College of Technology
Skills
- Audit
- Payroll
- Personnel records
- Reconciliation
- Compliance reporting
- Premium audit procedures
- Regulatory compliance analysis
- Audit documentation
- Revenue reconciliation
- Database management
- Account management
- Contracts
- Client relations
- Operations management
- Process improvement
Certification
Certified in Microsoft Office application like: Excel and Word
Timeline
Independent Premium Auditor
RLD Associates, Wilkinson, NEIS and Preferred Reports
01.2009 - Current
Insurance Independent Broker
Financial Service
01.2004 - 01.2012
on-site manager
Apartment Personnel, Randstad, Kelly Services
01.2001 - 01.2009
CSR/Billing Specialist
Federal Express
01.1986 - 01.2001
Associate Degree - Computer Programming
Southeast College of Technology