Nerissa Soufi

· Conduct audits of highly complex Commercial Lines policies and prepare detailed reports summarizing audit results and findings.

· Manage and train vendor audit team members to enhance audit department performance and increase operational efficiency.

· Actively engage in the internal group chats and training meetings, act as subject matter expert, provide guidance regarding insurance regulations, best practices, and other relevant information.

· Collaborate with underwriters to develop customized solutions for clients' needs.

· Maintain accurate records of all client interactions and audit results.

· Attend workshops, seminars, and conferences related to auditing practices.

· Research changes in state laws or regulations impacting premiums or coverages.

· Work closely with underwriting team members to discuss external audit results and action plans.

· Review and handle premium audit disputes, including determining whether the dispute has merit and the appropriate action based on that determination.

· Maintain a strong relationship with the policyholders, premium audit team, agents/brokers and business segments including underwriters and underwriting assistants.

• Conducted audits of large premium and highly complex Commercial Lines policies (i.e., Workers’ Compensation, General Liability, Auto, etc.) through interview, review, and verification of the customer’s business operations to determine proper classifications. Reviewed financial/accounting records that includes payroll, tax returns, general and expense ledgers, etc. to determine final exposures.
• Provided technical advice on accounting/payroll/classification/manual rules matters to clients.
• Participated in special projects related to audit template establishment, SIU investigation and underwriting policy binding process.
• Acted as a helping supervisor, trained new staff members on proper audit techniques and procedures.
• Delivered superior level of customer service to internal/external business clients.
• Presented audit results to underwriting teams and agents/producers, delivering information in non-technical terms for easy understanding.
• Cross-trained employees, enabling completion of priority tasks during personnel absences.
• Collaborated with underwriters to develop customized solutions for clients' needs.
• Acted as expert resource on audit matters for all internal and external customers; invited underwriters, agents and outside vendors for ride-alongs.
• Hold training sessions and provided presentations at national meetings and on telephone conference calls.
• Served as a liaison between Entertainment account customers and premium audit team by: assisting Entertainment Specialist to develop monthly entertainment audit policy instructions, facilitating communication with appropriate groups to discuss audit results, recommendations, and disputes, serving as the daily point of contact to entertainment customers and internal premium auditors, providing entertainment underwriting manager with critical information regarding audit scope and results.

• Recorded minutes of meetings
• Maintained accurate documentation and meeting legal requirements
• Conducted communications by giving proper notice of any meetings and timely distribution of materials such as agendas and meeting minutes
• Provided advice and resources to the board on topics such as how to attract more people to attend the meetings, speakers who should be invited and topics of meetings that should be discussed
• Maintained good relationship with members.

• Conducted quarterly sales and marketing presentations at brokerage offices
• Established excellent relationships with assigned brokers
• Increased 20% sales production by assisting underwriters with special projects
• Enhanced submission process to less than 24 hours
• Created business correspondence letters, endorsements, reinstatements and cancellations
• Negotiated with various brokers to resolve declined submissions.