Bio
Experience
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AuditRate Consultant
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Aug 2017 - Present
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Premium Audit Specialist
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Nov 2016 - Aug 2017
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Zurich North America
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Schaumburg, IL
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Premium Audit Program Specialist
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May 2015 - May 2016
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Schaumburg, IL
I am responsible for making sure premium audit is interacting seamlessly with both our internal and external business partners.
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Account Consultant
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Oct 2010 - Apr 2015
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Consultant/Auditor
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Mar 2004 - Aug 2010
Worker's Compensation Subject Matter Expert: led full life cycle audits on worker's compensation and general liability policies from initial data mining through recovery of overcharges negotiatingdirectly with insurance companies ($5,000-$200,000). Managed one to three month audit engagements through various payroll sources, organizational analysis, employee interviews and worker's compensation classification analysis. Served as key client interface in pre-sales and pursuit phases: partnered with account executives concerning prospect's risk analysis, as well as classifications, current/former insurance carriers and experience modification factors; aided account executives in qualifying, presentation, proposals and close. Performed payroll audits for insurance companies as a billable consultant: general liability, worker's comp. and auto.
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Inside Sales Representative
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Aug 2001 - Mar 2004
Managed and directed inside sales, account management, project management, contract negotiations and business development calling on small to mid-tier industrial accounts across key verticals (automotive, packaging, medical, inventory control and electronics). Managed a full sales and project life cycle soliciting custom and production plastic materials. Managed client orders from initial contact through solution design, project coordination and fulfillment.Accomplishments: · Maintained company-wide ranking in top 20% for sales production and profit margin attainment quarter over quarter. · Partnered with product development and management teams, including technical specification development, conducting cost-benefit analyses and developing marketing materials.
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Branch Manager/Inside Sales Manager
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Mar 1999 - Aug 2001
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Education
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1991 - 1995North Central College
Bachelor of Arts, History -
1987 - 1991Notre Dame High School
Suggested Services
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Industry Focus. “Accounting and Auditing”
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