Experience

WorkCentric.com
• United States
• Human Resources Services
• 1 - 100 Employee
• Premium Audit Manager

  • Oct 2023 - Present

Builders Mutual Insurance Company
• United States
• Insurance
• Premium Auditor

  • Jul 2021 - Oct 2023

York Risk Services Group
• United States
• Individual and Family Services
• 1 - 100 Employee
• Independent Premium Auditor/Reviewer

  • Jun 2014 - Jul 2021
• Senior Premium Audit Reviewer

  • Feb 2008 - Nov 2013

  - Review physical audit spreadsheets from company auditors and outside vendors to verify that proper classifications and rates are applied to the final audit bill - Complete audit, review and summarize mail information from insured to determine correct exposures for all classifications by reviewing federal and state payroll reports, financial statements, and other payroll and sales reporting documents. - Review dispute information received from agents or insureds who contest an audit… Show more - Review physical audit spreadsheets from company auditors and outside vendors to verify that proper classifications and rates are applied to the final audit bill - Complete audit, review and summarize mail information from insured to determine correct exposures for all classifications by reviewing federal and state payroll reports, financial statements, and other payroll and sales reporting documents. - Review dispute information received from agents or insureds who contest an audit billing, analyze the submitted information for relevance and appropriate documentation by interpreting financial statements, federal tax returns, general ledgers and vendor reports, quarterly reports and state unemployment records; deciding if submitted information is valid to warrant a revision - Process audit information utilizing the policy administration system including monitoring and follow-up with internal departments to resolve system issues and errors to generate the final audit billing statement - Communicate with all internal and external customers regarding exposures, classification changes, or general auditing procedure questions pertaining to voluntary or physical audits with concerns that arise - Provide feedback to underwriters and agents outlining audit results obtained from interim or mid-term audits

• Premium Processing Accountant

  • May 2004 - Feb 2008

  Date entry of monthly self reporting worksheets Posting checks and remote deposit capture of checks Provide customer service to agents and customers by phone and e-mail



Protective Life

• United States
• Insurance
• 700 & Above Employee

• Premium Processor

  • Jan 2001 - Nov 2003

  Process credit life policies Meet 3 monthly deadlines Provide customer service to agents and customers Manage front desk/10 line switchboard when needed Process credit life policies Meet 3 monthly deadlines Provide customer service to agents and customers Manage front desk/10 line switchboard when needed