Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mo Brown

Seattle,WA

Summary

Dynamic Audit Champion with 20+ years of progressive experience in risk management, financial compliance, and customer-centric roles. Renowned for driving productivity, enhancing employee engagement, and cultivating a culture of excellence. A strategic leader and innovative problem-solver, consistently delivering impactful audit insights that elevate business performance. Expertise in training, development, and mentoring teams to achieve high productivity and optimal results. Excel in communication and leadership, with a strong commitment to integrity, transparency, and continuous improvement in all audit processes. Energized by challenges and focused on achieving superior outcomes.

Overview

21
21
years of professional experience
1
1
Certification

Work History

WC Premium Audit Manager

Next Insurance
Remote
11.2023 - Current
  • Restructured Audit Team: Implemented a 10-Point QA Checklist, expanding audit review coverage from 15% to 100%, significantly enhancing quality and compliance
  • Optimized Team and Processes: Led a full team evaluation and process overhaul, developed SOPs, created an Auditors Playbook, and conducted team training on financial analysis and required audit documentation, boosting audit accuracy and efficiency
  • Eliminated Overdue Audits: Identified and addressed a backlog of 13,000 overdue audits by creating a data-driven strategy, achieving a closure rate of 1,000 audits per week, and reducing the overdue count to zero.
  • Boosted Financial Performance: Achieved a +128% MoM increase in net written premium in Q2 by realigning audit practices with business objectives, reversing prior negative trends
  • Corrected Policy Misclassification: Analyzed and corrected over 2,000 policy misclassification, particularly those written by direct customers, leading to accurate class codes and substantial premium adjustments
  • Transitioned to NEXUS Software: Transitioned the company from proprietary software to NEXUS, leading PRD creation and API integration, improving audit accuracy and significantly enhancing customer experience.

Sr Program Manager, Customer Experience Ambassador (CXA)

Amazon.com
Seattle, WA
11.2021 - Current
  • Conducted CX monitoring and analysis using data to determine/drive improvements across pillars of value, selection, and convenience
  • Worked with cross-functional teams to identify and resolve customer pain points, and to develop new features and tools to enhance the customer experience (CX) on the Amazon platform
  • Built & Executed CX Strategies, Runbooks, and Talking Points for External Communication
  • Extracted, Transformed, & Cleaned Large (Multi TB), data sets
  • Fostered strong relationships with Brand Aggregators to understand their goals, challenges, and opportunities for improvement.

Sr Manager, Premium Audit

WR Berkley Insurance Co
Bellevue, WA
11.2016 - 11.2021
  • Developed and implemented premium audit policies, SOPs, and guidelines
  • Managed a team of premium auditors & vendors, providing leadership, guidance, and technical expertise
  • Developed and monitored KPIs to ensure that the premium audits met or exceeded operational targets and goals
  • Maintained up-to-date knowledge of industry trends, regulations, and software tools related to premium audits
  • Conducted regular quality assurance reviews of premium audit reports to identify areas of concern
  • Managed relationships with key stakeholders, such as policyholders, brokers, and other third-party vendors, to ensure that the company’s premium audit function was meeting their needs and expectations
  • Worked with IT and other departments to develop and implement new software tools.

Quality Assurance Manager-Premium Audit Reviewer

Accu-Audits Inc
Remote, US
01.2014 - 11.2016
  • Analyzed complex premium audit reports and related documentation to ensure accuracy and completeness
  • Conducted quality assurance reviews of premium audit reports to identify areas of concern and feedback
  • Communicated with auditors, policyholders, and brokers to resolve discrepancies or issues identified during the review
  • Ensured that audit results were consistent with regulatory requirements, and recommended adjustments as necessary
  • Conducted research and analysis of trends in premium audit practices, regulations, and software tools.

Senior Premium Auditor

Crowell & Associates
New Orleans, LA
01.2010 - 12.2014
  • Conducted complex/ high-value audits for large policyholders, with multi-state operations
  • Collaborated with underwriters, brokers, and other stakeholders to ensure that audits were conducted efficiently
  • Analyzed financial and operational data to assess risk and ensure appropriate premiums based on their exposures
  • Evaluated compliance w/insurance regulations and recommended adjustments or to ensure compliance
  • Reviewed and interpreted policy language and insurance contracts to identify any areas of concern or ambiguity.

Premium Auditor

US Reports Inc
New Orleans, LA
01.2008 - 01.2010
  • Conducted on-site/virtual audits of policyholders’ financial records to determine accurate exposure to risk
  • Reviewed and verified policyholders’ payroll, sales, and other financial records
  • Analyzed and interpreted data to identify potential discrepancies or errors in the policyholders’ financial reporting
  • Collaborated with policyholders and carriers to resolve discrepancies and ensure that premiums were accurate
  • Prepared audit reports with findings and recommendations for adjustments to policyholders’ premiums
  • Communicated audit results to policyholders and provided guidance on compliance with insurance regulations.

Senior Accounting Analyst

EF Young Mfg Co
Meridian, MS
01.2004 - 01.2008
  • Recording financial transactions using accounting software or manual methods
  • Preparing and submitting invoices and payments to vendors and customers
  • Reconciling bank statements and other financial records to ensure accuracy
  • Assisting in the preparation of financial statements and reports
  • Verifying the accuracy of financial data and correcting any errors
  • Handling accounts payable and accounts receivable.

Financial Management Technician

US Army
US
01.2004 - 01.2008
  • Prepared and reviewed financial reports, such as budgetary and accounting reports, for accuracy
  • Processed travel vouchers, pay entitlements, and other financial transactions using automated financial systems
  • Reviewed and analyzed financial data to identify trends, patterns, and potential issues
  • Conducted audits and reconciliations to ensure compliance with policies and regulations
  • Maintained financial records and documentation in accordance with established procedures
  • Provided financial advice and support to military personnel, including budgeting and personal finance management.

Education

Bachelor of Arts (B.A.) - Accounting

City University of Seattle
true
12.2024

Skills

  • Audit Process Optimization
  • Data-Driven Decision Making
  • Regulatory Compliance and Quality Assurance
  • Class Code Validation and Accuracy
  • Manual Rules Application

Certification

  • Licensed Notary Public, Washington, WA State, 02/23
  • Certified Associate in Project Management (CAPM), Project Management Institute, 2021
  • Certified Change Management Professional (CCMP), Global Association for Quality Management, 2021
  • PAAS Technical Achievement Program Certification (TAP), Workers’ Compensation, General Liability, Commercial Automobile
  • Associate in Premium Auditing (APA), The Institutes, 2021

Timeline

WC Premium Audit Manager

Next Insurance
11.2023 - Current

Sr Program Manager, Customer Experience Ambassador (CXA)

Amazon.com
11.2021 - Current

Sr Manager, Premium Audit

WR Berkley Insurance Co
11.2016 - 11.2021

Quality Assurance Manager-Premium Audit Reviewer

Accu-Audits Inc
01.2014 - 11.2016

Senior Premium Auditor

Crowell & Associates
01.2010 - 12.2014

Premium Auditor

US Reports Inc
01.2008 - 01.2010

Senior Accounting Analyst

EF Young Mfg Co
01.2004 - 01.2008

Financial Management Technician

US Army
01.2004 - 01.2008

Bachelor of Arts (B.A.) - Accounting

City University of Seattle
Mo Brown