DAWN JEFFERY
Riverside,CA
Summary
SENIOR LEAD, ELITE PREMIUM AUDITOR eight years of experience working in the field as a premium auditor. Currently the lead senior auditor for the state of California. Provide field training for new employees. Handling large premium audit accounts, including construction, manufacturing, and auto dealerships. Multi state travel as needed to assist in cleaning up old inventory or to handle large accounts that have multi state exposure, multiple class codes and large amounts of payroll. Assisting field auditors in trouble shooting, handling right ups that are over due, and assisting with corrections. Track current WCIRB trends and changes. Contacting client's and scheduling appointments as well as assisting in training new auditors how to schedule their current inventory. Experienced Auditor focused on improving business compliance, workflow and processes through detailed audits and optimization recommendations. Successful track record of fully evaluating information, structures and procedures and initiating corrective actions. Advanced skills in Nexus and Visual Software,
Overview
23
23
years of professional experience
1
1
Certification
Work History
Sr Premium Auditor
Old Republic Risk Management
06.2023 - Current
- Provided exceptional customer service by maintaining open communication lines with clients throughout the entire auditing process.
- Streamlined the auditing process by implementing efficient procedures and utilizing advanced software tools.
- Mentored junior auditors to foster professional growth and improve overall team performance.
- Managed a diverse portfolio of clients across various industries, ensuring a tailored approach based on specific needs and requirements.
- Enhanced audit accuracy by conducting thorough premium audits and analyzing financial records.
- Achieved high levels of accuracy in calculating premiums owed using established rating plans and classifications guidelines.
- Proficiently navigated multiple databases while researching information pertinent to specific audits which led to more accurate results.
- Built strong relationships with clients through effective collaboration on audit-related matters that contributed to increased retention rates.
- Demonstrated strong organizational skills by effectively managing time and resources to meet strict deadlines for multiple audits simultaneously.
- Maintained up-to-date knowledge of industry practices by attending seminars, workshops, and networking events relevant to premium auditing.
Sr Premium Auditor
Amtrust Insurance
05.2022 - 06.2023
- Enhanced audit accuracy by conducting thorough premium audits and analyzing financial records.
- Achieved high levels of accuracy in calculating premiums owed using established rating plans and classifications guidelines.
- Proficiently navigated multiple databases while researching information pertinent to specific audits which led to more accurate results.
- Demonstrated strong organizational skills by effectively managing time and resources to meet strict deadlines for multiple audits simultaneously.
- Maintained up-to-date knowledge of industry practices by attending seminars, workshops, and networking events relevant to premium auditing.
Elite Premium Auditor
Overland Solutions/EXL Services
08.2018 - 05.2022
- Handling large premium audit accounts, including Construction, manufacturing, and auto dealerships with payrolls in excess of 30 million dollars
- Handled audits for multiple carriers, including Everest, Zurich, Liberty Mutual, AmTrust, Old Republic, Starr Indeminty, Chubb Insurance, Charity First, Guide One
- Track current WCIRB trends and changes
- Multi state travel as needed to assist in cleaning up old inventory or to handle large accounts that have multi state exposure, multiple class codes and large amounts of payroll
- Contacting client's and scheduling appointments as well as assisting in training new auditors in the field and with current Ausum auditing software.
Senior Lead, Premium Auditor
Afirm Insurance Services
07.2013 - 08.2018
- Assisting field auditors in trouble shooting, handling write ups that are over due, and assisting with corrections
- Worked with multiple carriers to insured timely reporting of audit results to carrier for bureau reporting and review
- Handling large premium audit accounts, including Construction, manufacturing, and auto dealerships
- The bulk of large accounts consisted of construction accounts written with Old Republic and Amtrust Insurance
- Trained field auditors in using the auditing software as well as "ride along" training with face to face meetings with insureds
- Worked with multiple carriers to insured timely reporting of audit results to carrier for bureau reporting and review.
Account Executive
BEALL FINANCIAL & INSURANCE SERVICES
10.2007 - 11.2009
VP Commercial Lines and Marketing Manager
SAWYER COOK INSURANCE/ARROWHEAD CREDIT UNION
01.2004 - 09.2007
- Generated approximately $1,000,000 in new business premium by cross selling internally and expanding on existing clients for additional referrals
- Managed an existing book of business with approximately $5,000,000 in premium volume
- Variety of clients consisting of contractors, manufacturers, and property management companies
- Brought in two new insurance carriers, using existing relationships, in order to expand product offering
- Leveraged insurance and financial experience to enter the investment market and expand professional skills to include sales, marketing and new business development
- Concentrated on acquisition of new customer accounts and product development
- Handled all new business marketing and created more competitive quotes by expanding on existing external relationships with carriers and underwriters
- Responsible for staff of 50 (including sales and support staff)
- Responsibilities included hiring, terminations, annual job evaluations, disciplinary measures, and training
- Put together annual budget for the commercial division and allocated funds as budgeted, including continuing education and annual pay increases
- Managed a personal book of business over $5,000,000
Vice President of Operations
EXCESS & SURPLUS LINES BROKERS
04.2002 - 07.2003
Vice President of Operations
CHILD WELFARE INSURANCE BROKERS
02.2001 - 03.2002
- In premium volume which included workers compensation, fiduciary, and property coverage for our parent company (Arrowhead Credit Union)
- Attended monthly board meetings for Arrowhead Credit Union and five subsidiary companies in order to answer, educate, and handle insurance needs
- Put together annual strategies and goals for Sawyer Cook as required by the Arrowhead board members
- Attended external functions with credit union staff in order to promote services of Sawyer Cook
- Trained and acted as administrator for the Applied agency management system
- Assisted Arrowhead's risk manager in implementing strategies to mitigate worker's compensation claims
- Managed Rancho Mirage branch office with staff of 26
- Acted as a producer on excess and surplus lines accounts with book of business consisting of contractors and hard to place property coverage
- Managed support and underwriting staff, including handling hiring, terminations, performance reviews, and any disciplinary action needed
- Internal rating and underwriting with Burlington Insurance Company for which we had the "pen"
- Training of all staff on company policy and procedures, agency management software, and reading and interpreting insurance policy provisions
- Quality control on Burlington policies issued out of our office
- Made office purchases and additional software and equipment purchases as needed for branch location
- Created relationships with external underwriters and retail producers in order to expand and create new business
- Managed the office of program manager, writing non profit child welfare organizations through surplus lines carriers
- Expanded on external relationships with insurance carriers and brokers, traveling when needed
- Managed office staff of 17, including underwriting and support staff.
Education
J.D. - Law
Southern California Law School
Riverside, CABachelor of Science - Psychology
California Baptist University
Riverside, CA05.2012
Skills
- Multitasking Abilities
- Organization and Time Management
- Auditing principles
- Account Reconciliation
- Issue Resolution
- Attention to Detail
Certification
Certificate of completion for CA Comp Essentials through the CA WCIRB.
Timeline
Sr Premium Auditor
Old Republic Risk Management
06.2023 - Current
Sr Premium Auditor
Amtrust Insurance
05.2022 - 06.2023
Elite Premium Auditor
Overland Solutions/EXL Services
08.2018 - 05.2022
Senior Lead, Premium Auditor
Afirm Insurance Services
07.2013 - 08.2018
Account Executive
BEALL FINANCIAL & INSURANCE SERVICES
10.2007 - 11.2009
VP Commercial Lines and Marketing Manager
SAWYER COOK INSURANCE/ARROWHEAD CREDIT UNION
01.2004 - 09.2007
Vice President of Operations
EXCESS & SURPLUS LINES BROKERS
04.2002 - 07.2003
Vice President of Operations
CHILD WELFARE INSURANCE BROKERS
02.2001 - 03.2002
J.D. - Law
Southern California Law School
Bachelor of Science - Psychology
California Baptist University
Certificate of completion for CA Comp Essentials through the CA WCIRB.
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