Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Interests
Timeline
CustomerServiceRepresentative
Jeanetta Gullett

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

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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 Excel

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

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Jeanetta GullettPremium Auditor