Quality Assurance Quality Control Manager

• Nov 2022 - Present

I review WC premium audits from a great team of W2 and 1099 auditors who perform audits nationwide. I review test audit states, handle disputes, revisions, and write large premium audits. I mentor auditors on process, state specific and test audit guidelines, and efficiency in auditing. I review WC premium audits from a great team of W2 and 1099 auditors who perform audits nationwide. I review test audit states, handle disputes, revisions, and write large premium audits. I mentor auditors on process, state specific and test audit guidelines, and efficiency in auditing.

Premium Auditor

• Apr 2017 - Present

Providing accurate, timely reports to insurance companies regarding risk exposures. Verifying payroll, sales, and other metrics to assist in the underwriting rating process. Providing uncompromising truth and excellent service to my clients, vendors, and contacts. I perform virtual premium audits in many states, primarily CO and UT, for many carriers. I work with rating manuals and financial documents provided by businesses to compile reports for insurance carrier underwriting departments. I describe a variety of business operations. I speak with and email with business owners, CPA's, and insurance agents daily. I review financial records such as payroll summaries, quarterly filings, PL statement, general ledgers, certificates of insurance, and policy endorsements.

Premium audit reviewer

• Mar 2022 - Nov 2022

I review completed mail, phone, virtual, and physical audits completed by 1099 vendors and W2 audit department staff. I return for corrections, research rules, handle disputes, review non compliant procedures and manage work flow processes. I work with a team to develop and improve work flow processes, increase efficiency and train on changes in WC insurance industry. I review completed mail, phone, virtual, and physical audits completed by 1099 vendors and W2 audit department staff. I return for corrections, research rules, handle disputes, review non compliant procedures and manage work flow processes. I work with a team to develop and improve work flow processes, increase efficiency and train on changes in WC insurance industry.

Managing member

• Oct 2018 - Apr 2022

This is a startup business with the eventual goal to create a tiny home community in Colorado. We are saving and raising money to fund a new construction loan to build a community for 35 tiny homes. We want to support sustainable development, local businesses, and single moms. We want to encourage healthy living, outdoor activities, and community events and engagement. ***business closed This is a startup business with the eventual goal to create a tiny home community in Colorado. We are saving and raising money to fund a new construction loan to build a community for 35 tiny homes. We want to support sustainable development, local businesses, and single moms. We want to encourage healthy living, outdoor activities, and community events and engagement. ***business closed

Insurance inspector

• Apr 2017 - Feb 2022

Premium Auditor

• Feb 2021 - Dec 2021

I perform virtual and phone premium audits in the East Coast, including PA, MA, MD, NY, NJ, and others. I work with rating manuals and financial documents provided by businesses to compile reports for insurance carrier underwriting departments. I describe a variety of business operations. I speak with and email with business owners, CPA's, and insurance agents daily. I review financial records such as payroll summaries, quarterly filings, PL statement, general ledgers, certificates of insurance, and policy endorsements.

Premium Auditor

• Sep 2017 - Feb 2021

I perform virtual and phone premium audits in the state of Pennsylvania. I work with rating manuals and financial documents provided by businesses to compile reports for insurance carrier underwriting departments. I describe a variety of business operations. I speak with and email with business owners, CPA's, and insurance agents daily. I review financial records such as payroll summaries, quarterly filings, PL statement, general ledgers, certificates of insurance, and policy endorsements.

Auditor

• Apr 2017 - Dec 2020

Audit various retail establishments for products and displays. Audit real estate. Audit various retail establishments for products and displays. Audit real estate.

Commercial Insurance Surveyor

• Nov 2016 - Dec 2020

Performing insurance surveys for commercial lines- interviewing insureds regarding general liability, property, and workers comp lines, taking measurements and diagrams of on site structures, writing reports of findings for insurers.

Insurance Surveyor

• 2016 - 2017

Insurance surveyor

• Aug 2016 - Dec 2020

Performing insurance surveys for a variety of carriers, provide crucial underwriting data for insurers. Photograph hazards on site, photograph as is conditions, create diagrams and sketches of dwellings and structures, write up reports and findings in a timely manner. Performing insurance surveys for a variety of carriers, provide crucial underwriting data for insurers. Photograph hazards on site, photograph as is conditions, create diagrams and sketches of dwellings and structures, write up reports and findings in a timely manner.

Premium auditor

• Dec 2019 - Apr 2020

Claim Adjuster

• 2015 - Feb 2016

Responsible for receiving and recording all incoming auto loss reports, verifying coverage and explaining the claims process. Interviews and obtains statements from claimant. Coordinates repair assignments, contacts towing service and rental car companies as needed to arrange services on behalf of our customers. Utilizing the telephone provides initial response in determining whether to handle the claim or refer it to a higher level of expertise. On claims kept, maintains an electronic diary system to monitor status of claims and complete appropriate follow-up in a timely manner to ensure world class customer service. Determines liability and exposures on moderate complexity losses based on information gathered and processes claims accordingly. under general direction, processes comprehensive, collision and property damage claims, including investigation, negotiation, liability determination and claims coverage issues over the telephone.

DISPATCHER

• Jul 2014 - Feb 2015

Communicate using various media with law enforcement, utility crews, county employees, and various government agencies using 800 radio frequencies. Dispatch emergency medical 911 calls in the Teller County area- perform life saving instructions in crisis situations to save lives. CPR certified. Communicate using various media with law enforcement, utility crews, county employees, and various government agencies using 800 radio frequencies. Dispatch emergency medical 911 calls in the Teller County area- perform life saving instructions in crisis situations to save lives. CPR certified.

Consultant

• Sep 2010 - Jul 2014

In this position, I demonstrate to customers how to prepare and use THRIVE foods as everyday ingredients and educate them on how to rotate their food so it doesn't go bad. I stress the importance of self-reliance and help families determine their food storage needs and meet their goals without increasing their food budget. I give my customers the best pricing available and excellent service. In this position, I demonstrate to customers how to prepare and use THRIVE foods as everyday ingredients and educate them on how to rotate their food so it doesn't go bad. I stress the importance of self-reliance and help families determine their food storage needs and meet their goals without increasing their food budget. I give my customers the best pricing available and excellent service.

Office Manager and Licensed Sales Producer

• 2012 - 2014

Creates new, relevant content for social media accounts Monitors metrics regularly to determine how social marketing strategy relates to set goals Ability to build relationships, rapport and trust with clients, encouraging self-disclosure to uncover client's needs Conducts needs-based analysis with clients to assess on-going needs Effective at prioritizing client's needs and identifying risks they may not have realized Build lead lists for sales team of 4 producers Documents, tracks and monitors daily sales activities using Eagent and Microsoft Excel

ACCIDENT AND HEALTH INSURANCE AGENT

• 2009 - 2012

Assisted clients with claims, explained contract and benefits. Presented 5 daily organized sales presentations to qualified business and individual prospects. Performed necessary daily sales activity to create a steady daily presentation rate with the goal of $500 in written premium per day. Compiled records and sales data weekly for management. Interviewed potential employees using a shadow interview technique. Traveled extensively around southwest Colorado visiting each small town every 6 months to service clientele.

BOOKKEEPER w/ Ad Hoc duties

• 2008 - 2009

Saved $1100 per month with new budget and refinancing, reduced debt and increased cash flow at Colorado M&M Enterprises Intern with Ret. Lt. Colonel Peter McGregor learning bookkeeping, taxation, and small business management. Daily duties include managing cash flow, balance and reconcile financial accounts, handle AP/AR, create weekly account sheets, maintain records and files, write and take dictation for medical correspondence. Researched VA benefits, advocated for disabled veteran, corresponded with senators and officials. Provided meals, assistance with daily activities of living, and ensured patient took prescribed medications. Assisted with refills of medication, transporting patient to doctor appointments, and in sharing medical information with various caregivers.

Financial Advisor, Planner and Insurance Agent

• 2008 - 2009

Helped families meet their financial goals and dreams and become independently wealthy. Provided customized financial planning and advice to middle income families and worked with a variety of products and services offered through Aegon, WFG, and their affiliates. Helped families meet their financial goals and dreams and become independently wealthy. Provided customized financial planning and advice to middle income families and worked with a variety of products and services offered through Aegon, WFG, and their affiliates.

Senior Technical Support Representative

• 2007 - 2009

Published weekly Knowledge Base articles and updated articles on solving technical problems. Held SECRET security clearance, dealt with classified information. Supervised up to 16 employees, assisted agents, monitored for policy adherence. Demonstrated excellent customer service while lowering bottom line and increasing efficiency. Published weekly Knowledge Base articles and updated articles on solving technical problems. Held SECRET security clearance, dealt with classified information. Supervised up to 16 employees, assisted agents, monitored for policy adherence. Demonstrated excellent customer service while lowering bottom line and increasing efficiency.

Sales and Marketing Director

• 2005 - 2009

AD HOC WORK Critiqued manuals and website design recommended and implemented changes in technical documents. Marketed company in networking groups to businesses. Presented proposals to new clients, upgraded existing services. AD HOC WORK Critiqued manuals and website design recommended and implemented changes in technical documents. Marketed company in networking groups to businesses. Presented proposals to new clients, upgraded existing services.

Customer Service Representative

• 2006 - 2007

Answered inquiries regarding Medicare insurance claims and DME. Utilized HCPCS, ICD-9 coding to assist supplier inquiries. Answered inquiries regarding Medicare insurance claims and DME. Utilized HCPCS, ICD-9 coding to assist supplier inquiries.

Laborer

• 2006 - 2007

Swept bus garages in Fargo, ND, performed construction cleanup on job sites, worked as a packaged food processor. All types of work, something different every day, and every bit of it well earned. Swept bus garages in Fargo, ND, performed construction cleanup on job sites, worked as a packaged food processor. All types of work, something different every day, and every bit of it well earned.

Warehouse Worker

• 2006 - 2006

TEMPORARY CONTRACT WORK Designed system for tracking inventory from warehouse to assembly line, resulting in 30% savings in part loss within 3 weeks. Managed team of 2 employees to implement design. Inventoried warehouse with physical cycle counts daily. Recorded transactions of parts entering and leaving warehouse. TEMPORARY CONTRACT WORK Designed system for tracking inventory from warehouse to assembly line, resulting in 30% savings in part loss within 3 weeks. Managed team of 2 employees to implement design. Inventoried warehouse with physical cycle counts daily. Recorded transactions of parts entering and leaving warehouse.

Insurance Agent

• 2004 - 2006

Committed to providing World-Class service to every customer on every contact, upholding high personal and business work ethics Experienced explaining troubleshooting in layman terms and documenting detailed case notes. Proven ability to identify and implement improvements to streamline processes and increase efficiency and productivity. Piloted new CRM software and assisted training 20+ end-users in use. Excellent computer skills; proficient with Microsoft Word, Microsoft Excel, and able to learn proprietary systems/applications quickly and easily. Excellent customer service skills; 6 years experience in various call centers taking inbound and performing outbound calls. Several customer compliments and awards of recognition based on performance and service provided.

Resident Director

• 2004 - 2005

Participated in Board of Directors, surveyed residents and compiled data for review. Assisted Resident Coordinator in learning center and with community events. Volunteered in local community. Completed Community Leaders Training Program. Participated in Board of Directors, surveyed residents and compiled data for review. Assisted Resident Coordinator in learning center and with community events. Volunteered in local community. Completed Community Leaders Training Program.

Receptionist/ Accounting clerk

• 2003 - 2004

Answered phones, file, and perform secretarial duties Assisted 5 CPA’s with bookkeeping, data entry, and assembling tax returns Data entry Worked with Quickbooks daily Answered phones, file, and perform secretarial duties Assisted 5 CPA’s with bookkeeping, data entry, and assembling tax returns Data entry Worked with Quickbooks daily

Telesales

• Feb 2002 - Jan 2003

Interacted with customers on an outbound call basis. Handled rejection positively consistently. Developed persuasion, persistence, and time management skills. Interacted with customers on an outbound call basis. Handled rejection positively consistently. Developed persuasion, persistence, and time management skills.

Assistant Marketing Director

• 2003 - 2003

Assisted Marketing Director by setting daily appointments for sales staff, contacting potential clients and presenting the company in a positive manner with the goal of setting 2 evening appointments for each of the 5 sales members. Assisted Marketing Director by setting daily appointments for sales staff, contacting potential clients and presenting the company in a positive manner with the goal of setting 2 evening appointments for each of the 5 sales members.

Retail Sales Associate

• 2001 - 2002

Demonstrated time management and organizational skills, provided extraordinary customer service, effectively maneuvered around sales floor and stockroom. Demonstrated time management and organizational skills, provided extraordinary customer service, effectively maneuvered around sales floor and stockroom.

Retail Sales Representative

• 2001 - 2001

Followed all cash handling procedures per company guidelines. Educated customers on the benefits of Sears's cards. Restock sales floor and post sales signs. Followed all cash handling procedures per company guidelines. Educated customers on the benefits of Sears's cards. Restock sales floor and post sales signs.