Microsoft Excel
Jeanetta Gullett
Premium Auditor
Charlotte,NC
Summary
Experienced Auditor looking for virtual auditing position and ready to leverage extensive background in financial reports review and auditing. Committed to helping company grow while ensuring business operations follow state and federal regulations. Detail-oriented and friendly with high ethical standards.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
Work History
Premium Auditor
The Hartford
Charlotte, NC
01.2021 - 04.2022
- Performing virtual and onsite reviews of commercial policyholder financial records including tax returns, general ledgers, and expense ledgers to determine final exposures and premium adjustments on auditable commercial lines policies with minimal assistance from manager/mentor.
- Reviewing of policyholders business operations to determine correct classification and identify factors affecting insurability.
- Ensure quality through correctly utilizing of manual rules and risk classification.
- Effectively discuss and negotiate with government regulator officials, industry representatives, agents, producers, policy holders, brokers, insureds, and underwriters.
CRS/CL Account Manager
The Hartford
Charlotte, NC
01.2018 - 01.2021
- Delivered engaging and polished presentations to build connections with potential customers and distinguish business from competitors.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Liaised with external customers and internal departments to provide and gather information enabling customer requirements to be met.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Educated clients on new products or services to increase customer engagement with brand.
- Listened attentively to client feedback to create stronger relations and shape business.
Patient Services Coordinator
USA Medical Center
Mobile, AL
01.2015 - 10.2017
- Provided patient with after-visit summary and scheduled next appointment to maintain continuous care and facilitate treatment plan.
- Telephoned and interviewed patients and family members to obtain pre-registration information and confirm appointments.
- Inputted accurate patient insurance, billing and payment information in Epic.
- Verified patient's insurance eligibility and benefits coverage.
- Conducted personal interviews to obtain required financial information.
- Collected patient co-pay and issued receipt to confirm payment.
- Oversaw monthly inventory orders to guarantee properly stocked office.
- Scheduled appointments to enter appointment date and time into computerized scheduler.
- Contacted insurance company to verify patient coverage before visit.
Education
BBA - Accounting And Finance
University of South Alabama
Mobile, AL 01.2013 - 05.2016
Skills
Financial records review
Report writing
Spreadsheet management
Relationship building
Report Development
Documentation and control
55 WPM typing speed
Time management
Report analysis
Microsoft Excel
Accomplishments
- Circle of Excellence recipient 2018 and 2019
- Employee of the month winner and Employee of Quarter runner up
- Assigned to Retention Team during Covid pandemic
Software
Microsoft Word
Microsoft Office
Interests
Tudor Era History
Learning to speak Japanese
Timeline
Premium Auditor
The Hartford
01.2021 - 04.2022
CRS/CL Account Manager
The Hartford
01.2018 - 01.2021
Patient Services Coordinator
USA Medical Center
01.2015 - 10.2017
BBA - Accounting And Finance
University of South Alabama
01.2013 - 05.2016