Summary
Overview
Work History
Education
Skills
Timeline
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Lakeatrice White

Gainesville,FL

Summary


Results-driven Premium Audit professional equipped with robust analytical skills and comprehensive understanding of financial regulations and compliance. Expertise in identifying inefficiencies, ensuring accurate reporting, and enhancing internal controls. Dependable team player with strong focus on collaboration, adaptability, and achieving targets in dynamic environment. Proficient in risk assessment, data analysis, and audit software tools.

Overview

15
15
years of professional experience

Work History

Physical Remote Auditor

NEIS
05.2024 - Current
  • Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
  • Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
  • Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
  • Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.

Physical Premium Auditor

Accelevant Premium Audit
04.2023 - 05.2024
  • Conducted risk assessments to identify potential areas of concern for clients, resulting in proactive measures being taken to minimize loss exposure.
  • Streamlined the auditing process by implementing efficient procedures and utilizing advanced software tools.
  • Ensured proper documentation was maintained during all phases of the audit process to support findings when necessary.
  • Performed onsite visits as needed for more complex or high-risk audits, ensuring a comprehensive understanding of the client''s business operations.

Elite Premium Auditor

EXL Service
10.2021 - 03.2023
  • Enhanced audit accuracy by conducting thorough premium audits and analyzing financial records.
  • Improved client satisfaction by delivering timely and accurate audit reports, addressing inquiries, and providing clear recommendations.
  • Streamlined auditing process by implementing efficient procedures and utilizing advanced software tools.
  • Collaborated with team members to ensure consistent methodologies and quality in premium audit services.
  • Conducted risk assessments to identify potential areas of concern for clients, resulting in proactive measures being taken to minimize loss exposure.

Senior Personal Lines Underwriter

Tower Hill
09.2020 - 06.2021
  • Enhanced underwriting efficiency by implementing streamlined processes and risk assessment methodologies.
  • Improved customer satisfaction through timely and accurate policy evaluations and adjustments.
  • Developed comprehensive guidelines for assessing personal lines risks, resulting in more consistent decision making.
  • Conducted thorough reviews of complex insurance applications, ensuring proper coverage and adherence to company policies.
  • Provided expert guidance on product offerings, helping agents tailor policies to meet individual client needs.

Personal Lines Supervisor

Nationwide Insurance Company
07.2016 - 08.2018
  • Streamlined policy processing by implementing efficient automation tools and techniques.
  • Reduced customer complaints by providing timely and accurate policy updates.
  • Enhanced team productivity by conducting regular training sessions on industry best practices.
  • Ensured compliance with state regulations, monitoring staff adherence to guidelines for personal lines policies.
  • Mentored junior team members, fostering positive work environment and promoting professional growth opportunities.
  • Managed team of 15 employees
  • Conducted monthly one on one meetings and team meetings

Internal Telephone Auditor
03.2010 - 07.2016
  • Enhanced financial accuracy by conducting thorough audits and identifying discrepancies in financial statements.
  • Increased internal control effectiveness through diligent evaluation of processes and providing recommendations for improvement.
  • Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
  • Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
  • Developed strong relationships with clients, building trust and ensured high level of satisfaction during audit process.
  • Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
  • Coordinated, managed and implemented auditing projects and prepared for evaluation.

Education

MBA - Business Administration And Management

Everest University
Tampa, FL
05.2013

Bachelor of Science - Health Care Management

Saint Leo University
Saint Leo, FL
05.2011

Associate of Science - Business Administration

Santa Fe College
Gainesville, FL
05.2010

Skills

  • Data Interpretation
  • Continuous Improvement
  • Decision-Making
  • Handling Escalations
  • One Call Resolution
  • Team Building and Leadership
  • Process Improvement
  • Schedule development
  • Staff Management
  • Financial records review
  • Root Cause Analysis
  • Auditing principles
  • Policy Interpretation

Timeline

Physical Remote Auditor

NEIS
05.2024 - Current

Physical Premium Auditor

Accelevant Premium Audit
04.2023 - 05.2024

Elite Premium Auditor

EXL Service
10.2021 - 03.2023

Senior Personal Lines Underwriter

Tower Hill
09.2020 - 06.2021

Personal Lines Supervisor

Nationwide Insurance Company
07.2016 - 08.2018

Internal Telephone Auditor
03.2010 - 07.2016

Bachelor of Science - Health Care Management

Saint Leo University

Associate of Science - Business Administration

Santa Fe College

MBA - Business Administration And Management

Everest University

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