Emily McBride
Hurricane,UT
Summary
Results-driven professional with a strong background in customer service and effective communication. Skilled in analyzing financial documents and providing clear audit findings, ensuring client trust and satisfaction.
Overview
16
16
years of professional experience
Work History
Phone Auditor
Lowry and Associates
Hurricane , UT
01.2010 - Current
- Communicate with insureds to gather detailed information on business operations, employee roles, and subcontractor activities.
- Request and review financial documents, payroll reports, and tax filings to accurately assess exposure, risk, and coverage needs.
- Prepare comprehensive audit summaries and documentation for insurance carriers, in compliance with underwriting guidelines.
- Analyze policy classifications and premiums to ensure accuracy, and identify potential discrepancies.
- Monitor daily inventory and business records to verify reported operations.
- Provide clear explanations of audit findings to insureds, and resolve disputes or questions professionally.
- Deliver exceptional customer service to build trust and maintain long-term client relationships.
- Execute remote work effectively by maintaining strict confidentiality, time management, and data accuracy.
- Utilize Microsoft Office, Excel, and insurance audit software to complete audits efficiently and on deadline.
- Utilize ISO class codes to determine proper risk classification.
Education
High School Diploma -
Utah Tech University
St. George, UTSkills
- Financial analysis
- Customer service
- Risk assessment
- Data accuracy
- Microsoft Excel
- Audit documentation
- Effective communication
- Inventory management
- Problem resolution
- Account reconciliation
- Critical thinking
- Finance
- Multitasking Abilities
- Schedule coordination
- Clear communication
- Client relationship management
- Experience with ISO rating and classification
- Digitizing
Affiliations
- Engage in fitness, hiking, and yoga.
Timeline
Phone Auditor
Lowry and Associates
01.2010 - Current
High School Diploma -
Utah Tech University