Nelia DuBreuil
Medina
Summary
Dynamic professional with extensive experience in premium auditing at AmTrust Financial Services, excelling in data analysis and regulatory compliance. Proven track record of enhancing customer satisfaction through effective communication and problem-solving. Skilled in Microsoft Excel, with a commitment to delivering accurate financial reporting and fostering collaborative team environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Premium Audit Operations Assistant
MountainCreek Solutions
Uniontown
10.2024 - 03.2025
- Act as the liaison between field staff and internal staff to ensure complete customer satisfaction, providing timely and detailed responses to all individuals' questions and needs.
- Collaborate with internal and external teams to meet client procedural expectations.
- Guided the Data Entry team in answering queries related to customer orders.
- Clarified customer protocols and needs to guarantee correct implementation throughout the company.
- Ensured all relevant parties received up-to-date status information.
- Conducted daily assessments of customer inventories for proper and timely processing.
- Alert Operations manager about field production areas not meeting standards.
- Facilitated coordination between operations and field staff.
- Supported various tasks assigned by the Director of Operations and executive team.
Authorized Field Representative
MountainCreek Solutions
Cleveland
07.2024 - 09.2024
- Reviewed company financial statements for accuracy, completeness, and compliance with legal and regulatory requirements.
- Examined financial documents correlating to premiums to ensure that coverage limits are sufficient for specific business activities.
- Wrote reports, authored papers and organized supporting documentation.
- Coordinated physical audit appoitments, facilitated communication and prepared reports.
- Researched changes in state laws or regulations impacting premiums or coverages.
- Collected data from policyholders, including payroll information and sales figures.
- Maintained confidentiality of company information obtained in audit assignments.
- Analyzed financial records, such as balance sheets and income statements.
- Conducted on-site audits of businesses to evaluate their insurance needs.
Field Auditor
NEIS, Inc.
Cleveland
09.2021 - 06.2022
- Analyzes records to complete annual premium audits for commercial insurance policies, like Worker’s Compensation, Garage Liability, and General Liability.
- Collaborates with management to resolve challenges with an audit, acting with a sense of urgency, and taking accountability for a resolution.
- Experienced with implementation of NCCI and ISO classification standards.
- Plans and sets audit appointments with policyholders, ensuring clear communication.
- Oversees inventory of more than 50 audits with premium policies ranging from $10,000 to $50,000.
Senior Premium Auditor
AmTrust Financial Services, Inc, AFSI
Cleveland
05.2018 - 06.2020
- Analyzes records to complete annual premium audits for commercial insurance policies, like Worker’s Compensation, Garage Liability, and General Liability.
- Collaborates with management to resolve challenges with an audit, acting with a sense of urgency, and taking accountability for a resolution.
- Experienced with implementation of NCCI and ISO classification standards.
- Plans and sets audit appointments with policyholders, ensuring clear communication.
- Oversees inventory of more than 50 audits with premium policies ranging from $10,000 to $50,000.
- Conducted training sessions for newly hired staff.
- Educated team members in effective use of Nexus Audit software.
Virtual Premium Auditor
JMI Reports, Inc.
North Royalton
04.2017 - 05.2018
- Analyzes financial records and company information.
- Coordinates virtual audits and explains the audit process to policyholders.
- Maintains up-to-date knowledge of state regulations, General Liability guidelines, and Worker’s Compensation Manual rules.
- Assessed the precision of policy qualifications.
- Actively collaborate with supervisor to resolve concerns urgently and assume ownership of outcomes.
Education
Bachelor of Arts - Sociology
Cleveland State University
Cleveland, OH05-2015
Skills
- Data analysis
- Financial reporting
- Regulatory compliance
- Project management
- Customer service
- Communication skills
- Premium Audit Advisory Service: Workers' Compensation Technical Achievement Program
- NCCI and ISO knowledge
- Critical thinking
- Verbal and written communication
- Problem solving
- Microsoft Excel and Word
Affiliations
- Mandala artist
- Developmental disability advocate
Certification
- Premium Audit Advisory Service: Worker’s Compensation Technical Achievement Program
- Coursera : Google IT Support Professional Program
References
References available upon request.
Timeline
Premium Audit Operations Assistant
MountainCreek Solutions
10.2024 - 03.2025
Authorized Field Representative
MountainCreek Solutions
07.2024 - 09.2024
Field Auditor
NEIS, Inc.
09.2021 - 06.2022
Senior Premium Auditor
AmTrust Financial Services, Inc, AFSI
05.2018 - 06.2020
Virtual Premium Auditor
JMI Reports, Inc.
04.2017 - 05.2018
Bachelor of Arts - Sociology
Cleveland State University
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