Summary
Overview
Work History
Education
Skills
Explanation
Job Description
Affiliations
Accomplishments
Languages
References
Timeline
Generic

Marion Collins

Anderson,TX

Summary

Motivated professional eager to embrace new challenges. Demonstrates a strong work ethic and adaptability, with proven interpersonal skills. Capable of working independently and rapidly acquiring new competencies.

Overview

49
49
years of professional experience

Work History

General Manager

Foundation rock homes
Anderson, Texas
10.2018 - 01.2025
  • General management
  • Contract negotiation
  • Project management

Premium Auditor

The Audit Store
Overland Park, Kansas
07.2014 - 10.2018
  • Conducted thorough audits of insurance policies and coverage details.
  • Reviewed financial documents for accuracy and compliance with regulations.
  • Assisted in preparing detailed reports on audit findings and recommendations.
  • Collaborated with clients to gather necessary documentation for audits.
  • Analyzed risk factors based on client information and industry standards.
  • Maintained organized records of audit processes and client communications.
  • Communicated effectively with team members to ensure timely project completion.
  • Directed completion of planned audits, assessed records and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
  • Managed completion of planned audits, reviewed records, and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
  • Advised clients on ways to reduce costs associated with their insurance programs.
  • Maintained accurate records of all client interactions and audit results.
  • Prepared detailed reports outlining potential risks and recommended corrective action plans.
  • Calculated premiums based on factors such as type of business, location, size.
  • Collaborated with underwriters to develop customized solutions for clients' needs.
  • Met with clients to discuss issues related to their insurance coverage.
  • Collected data from policyholders, including payroll information and sales figures.
  • Analyzed financial records, such as balance sheets and income statements.
  • Provided guidance regarding insurance regulations, best practices, and other relevant information.
  • Verified accuracy of documents related to workers' compensation policies.
  • Researched changes in state laws or regulations impacting premiums or coverages.
  • Investigated discrepancies in the insured's records.
  • Assisted clients in understanding their policies and selecting appropriate coverages.
  • Reviewed premium audit reports to identify errors and omissions.
  • Worked closely with management to discuss external audit results and action plans.
  • Maintained confidentiality of company information obtained in audit assignments.
  • Wrote reports, authored papers and organized supporting documentation.
  • Managed and trained team members to enhance audit department performance and increase operational efficiency.
  • Delivered superior level of customer service to small business clients.
  • Presented audit results to management teams, delivering information in non-technical terms for easy understanding.
  • Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
  • Cross-trained employees, enabling completion of priority tasks during personnel absences.
  • Reduced audit fees by bringing audit processes in-house.

Quality Control Analyst

Overland Solutions Inc
Overland Park, Kansas
07.2009 - 07.2014
  • Premium audit
  • Reviewed and analyzed test results for accuracy and consistency.
  • Collaborated with cross-functional teams to develop solutions for identified issues related to product or service quality.
  • Reviewed, analyzed and documented data related to quality assurance processes.
  • Resolved issues to improve productivity and workflows.
  • Analyzed project requirements to find bugs and eliminate issues.
  • Ensured adherence with applicable regulations such as ISO 9000 and 9001 standards.
  • Maintained quality assurance procedure documentation.

Senior Premium Audit Specialist

Zurich American Insurance Group
Schaumburg, Illinois
10.1987 - 05.2009
  • Premium audit
  • Laptop computer system development
  • Training
  • Dispute resolution
  • Reviewed financial documents to ensure accuracy and adherence to regulations.
  • Supported the development of audit schedules and timelines for projects.
  • Engaged in training sessions to understand auditing processes and methodologies.
  • Maintained organized records of audit materials and documentation practices.
  • Communicated effectively with stakeholders regarding audit procedures and expectations.
  • Participated in special projects related to process improvement initiatives.
  • Prepared audit reports outlining findings and recommending corrective action plans to improve process efficiency.
  • Researched technical accounting issues as needed to ensure compliance with current standards.
  • Identified potential fraud by analyzing data trends and anomalies in financial information.
  • Conducted detailed financial analysis of clients' accounting records and internal controls to identify risks.
  • Reviewed client's existing policies, procedures, and processes for compliance with applicable regulations.
  • Monitored changes in laws or regulations affecting areas of responsibility.
  • Prepared detailed audit reports outlining findings and recommendations for corrective action.
  • Provided training to staff members on new auditing techniques or best practices.
  • Maintained an up-to-date understanding of industry developments impacting accounting practices.
  • Created ad hoc reports from multiple sources using advanced Excel functions.
  • Interacted with clients to request information and relay to audit team.
  • Identified discrepancies and anomalies in financial records, investigating and documenting the findings.
  • Utilized audit software and tools to gather, analyze, and document financial data and transactions.
  • Prepared detailed audit reports, summarizing audit findings and suggesting corrective actions.
  • Facilitated communication between the audit team and client management to ensure clear understanding of audit objectives and findings.
  • Performed analytical procedures and tests of details to verify the integrity of financial information.
  • Coordinated with cross-functional teams to ensure comprehensive audit coverage across all areas of the business.
  • Wrote reports, authored papers and organized supporting documentation.
  • Supported efficient accounting operations with high-quality administrative support.
  • Delivered superior level of customer service to small business clients.
  • Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
  • Cross-trained employees, enabling completion of priority tasks during personnel absences.
  • Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
  • Reduced audit fees by bringing audit processes in-house.
  • Mitigated annual audit risks and developed final certification reports for small businesses.

Assistant Manager

White&White
Overland Park, Kansas
04.1986 - 10.1987
  • Assisted in managing team schedules and daily operations.
  • Provided support in customer service and sales inquiries.
  • Coordinated training sessions for new team members.
  • Maintained inventory records and organized stockrooms effectively.
  • Participated in team meetings to discuss operational improvements.
  • Helped implement promotional strategies to enhance customer engagement.
  • Supported management in evaluating employee performance and feedback.
  • Managed customer service inquiries and complaints in a timely manner.
  • Supervised daily operations including scheduling shifts, assigning duties.
  • Maintained up-to-date knowledge of company products and services.
  • Monitored employee attendance records, timekeeping, and payroll information.
  • Ensured compliance with safety regulations and company policies.
  • Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
  • Resolved conflicts between team members in an effective manner.
  • Collaborated with management on developing strategic plans for achieving business goals.
  • Coordinated with other departments to ensure smooth flow of operations.
  • Organized training sessions for new hires to familiarize them with the workplace environment.
  • Established processes for monitoring customer satisfaction levels.
  • Assisted in the development of operational strategies to ensure efficient and productive operations.
  • Conducted regular performance reviews for employees to identify areas of improvement.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Delegated work to staff, setting priorities and goals.
  • Recruited and trained new employees to meet job requirements.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Reviewed completed work to verify consistency, quality, and conformance.
  • Assigned work and monitored performance of project personnel.
  • Interviewed prospective employees and provided input to HR on hiring decisions.
  • Produced thorough, accurate and timely reports of project activities.
  • Evaluated individual and team business performance and identified opportunities for improvement.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
  • Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
  • Proposed or approved modifications to project plans.
  • Implemented quality control measures to uphold company standards.

Premium Auditor

Crum&Forster Insurance Company
Morristown, New Jersey
01.1983 - 04.1986
  • Premium audit
  • Reviewed financial documents for accuracy and compliance with regulations.
  • Assisted in preparing detailed reports on audit findings and recommendations.
  • Collaborated with clients to gather necessary documentation for audits.
  • Maintained organized records of audit processes and client communications.
  • Communicated effectively with team members to ensure timely project completion.
  • Managed completion of planned audits, reviewed records, and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
  • Completed required investigations on referred files within established timeframes.
  • Advised clients on ways to reduce costs associated with their insurance programs.
  • Maintained accurate records of all client interactions and audit results.
  • Prepared detailed reports outlining potential risks and recommended corrective action plans.
  • Calculated premiums based on factors such as type of business, location, size.
  • Collaborated with underwriters to develop customized solutions for clients' needs.
  • Collected data from policyholders, including payroll information and sales figures.
  • Analyzed financial records, such as balance sheets and income statements.
  • Provided guidance regarding insurance regulations, best practices, and other relevant information.
  • Verified accuracy of documents related to workers' compensation policies.
  • Researched changes in state laws or regulations impacting premiums or coverages.
  • Investigated discrepancies in the insured's records.
  • Assisted clients in understanding their policies and selecting appropriate coverages.
  • Conducted on-site audits of businesses to evaluate their insurance needs.
  • Examined contracts to ensure that coverage limits are sufficient for specific business activities.
  • Reviewed premium audit reports to identify errors and omissions.
  • Worked closely with management to discuss external audit results and action plans.
  • Maintained confidentiality of company information obtained in audit assignments.
  • Reviewed company financial statements for accuracy, completeness, and compliance with legal and regulatory requirements.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Wrote reports, authored papers and organized supporting documentation.
  • Supported efficient accounting operations with high-quality administrative support.
  • Collaborated with external partners to complete audits.
  • Managed and trained team members to enhance audit department performance and increase operational efficiency.
  • Delivered superior level of customer service to small business clients.
  • Presented audit results to management teams, delivering information in non-technical terms for easy understanding.
  • Assisted clients in determining business strategy and achieving profitability goals.

Premium Auditor

Commercial Union Insurance Company
Boston, MA
04.1979 - 01.1983
  • Detailed review
  • Conducted thorough audits of insurance policies and coverage details.
  • Reviewed financial documents for accuracy and compliance with regulations.
  • Assisted in preparing detailed reports on audit findings and recommendations.
  • Collaborated with clients to gather necessary documentation for audits.
  • Maintained organized records of audit processes and client communications.
  • Communicated effectively with team members to ensure timely project completion.
  • Managed completion of planned audits, reviewed records, and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
  • Completed required investigations on referred files within established timeframes.
  • Advised clients on ways to reduce costs associated with their insurance programs.
  • Maintained accurate records of all client interactions and audit results.
  • Prepared detailed reports outlining potential risks and recommended corrective action plans.
  • Calculated premiums based on factors such as type of business, location, size.
  • Collaborated with underwriters to develop customized solutions for clients' needs.
  • Met with clients to discuss issues related to their insurance coverage.
  • Collected data from policyholders, including payroll information and sales figures.
  • Analyzed financial records, such as balance sheets and income statements.
  • Provided guidance regarding insurance regulations, best practices, and other relevant information.
  • Verified accuracy of documents related to workers' compensation policies.
  • Researched changes in state laws or regulations impacting premiums or coverages.
  • Investigated discrepancies in the insured's records.
  • Assisted clients in understanding their policies and selecting appropriate coverages.
  • Conducted on-site audits of businesses to evaluate their insurance needs.
  • Examined contracts to ensure that coverage limits are sufficient for specific business activities.
  • Reviewed premium audit reports to identify errors and omissions.
  • Worked closely with management to discuss external audit results and action plans.
  • Maintained confidentiality of company information obtained in audit assignments.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Wrote reports, authored papers and organized supporting documentation.
  • Collaborated with external partners to complete audits.
  • Delivered superior level of customer service to small business clients.
  • Presented audit results to management teams, delivering information in non-technical terms for easy understanding.

Branch Manager

Atwell, Vogle&Sterling
Atlanta, Georgia
07.1976 - 04.1979
  • Directed branch management operations to boost efficiency and productivity.
  • Managed daily branch operations and ensured adherence to company policies.
  • Assisted in training new team members on customer service protocols.
  • Coordinated schedules for staff to optimize branch coverage and efficiency.
  • Developed relationships with local businesses to enhance community engagement.
  • Monitored inventory levels and initiated reorders for required supplies.
  • Supported the implementation of marketing initiatives to promote branch services.
  • Handled customer inquiries and resolved issues promptly and professionally.
  • Organized branch meetings to discuss goals, updates, and team performance.
  • Managed staff scheduling, hiring and training processes.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Conducted regular performance reviews for all employees in the branch.
  • Monitored financial performance of the branch on a monthly basis.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Planned work schedules to maintain adequate staffing levels.
  • Resolved escalated customer complaints in a timely manner.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.
  • Developed strategies to increase customer satisfaction and loyalty.
  • Disciplined employees to encourage compliance with company policies and procedures.
  • Established and built customer relationships through targeted outreach and initiatives.
  • Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Created reports summarizing operational performance metrics for senior management review.
  • Performed regular audits of financial records in order to ensure accuracy.
  • Established strong working relationships with external partners such as vendors and suppliers.
  • Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
  • Analyzed data to identify trends related to products, services, customers and markets served by the branch.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Coordinated promotional campaigns for new products or services in order to boost sales revenue.
  • Analyzed competitors and market trends to facilitate business growth.
  • Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
  • Conducted reviews and evaluations for cost-reduction opportunities.
  • Created and updated financial reports on frequent basis to present information to leadership teams.
  • Analyzed actual financial results to budget, preparing variance reporting to functional groups.

Education

BA -

Texas State University
San Marcos, Texas

Skills

  • Organizational skills
  • Time management
  • Attention to detail
  • Scheduling proficiency
  • Effective verbal and written communication
  • Microsoft 365 expertise
  • 10-key data entry
  • Interpersonal relationships

Explanation

The reason for so many moves was to follow his wife's career as a renal physiologist in kidney research. This ended in 1998 at which time the next 3 moves were for the employers' need as situations required. During this career, both Commercial Union and Zurich American insurance companies offered to double his salary if he would only stay and continue doing what he had done.

Job Description

Premium auditing is found in the commercial P&C insurance industry. This is the function of face-to-face meetings with the policyholders to audit their financial records to determine how much more money they owe the insurance company on an expired policy, and it does not matter if there have been claims. In addition to premium auditing, Mr. Collins has been in dispute resolution and, in fact, was awarded the CEO recognition award for his resolution of a dispute with an important client.

Affiliations

  • competitive tournament level bridge player
  • photography
  • home repair and improvement
  • farm operations

Accomplishments

CEO recognition award for excellent resolution of conflict with important client

Member, Mu Alpha Theta

Languages

English
Professional

References

References available upon request.

Timeline

General Manager

Foundation rock homes
10.2018 - 01.2025

Premium Auditor

The Audit Store
07.2014 - 10.2018

Quality Control Analyst

Overland Solutions Inc
07.2009 - 07.2014

Senior Premium Audit Specialist

Zurich American Insurance Group
10.1987 - 05.2009

Assistant Manager

White&White
04.1986 - 10.1987

Premium Auditor

Crum&Forster Insurance Company
01.1983 - 04.1986

Premium Auditor

Commercial Union Insurance Company
04.1979 - 01.1983

Branch Manager

Atwell, Vogle&Sterling
07.1976 - 04.1979

BA -

Texas State University