Experience

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  Alper Services, An Alera Group Company

  • Chicago, Illinois, United States

  • AuditRate Director

    • Apr 2020 - Present
    • Chicago, Illinois, United States

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  Accelevant Premium Audit

  • Bradenton, Florida, United States

  • Senior Premium Auditor

    • Apr 2019 - Apr 2020
    • Bradenton, Florida, United States

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  Patriot National, Inc./CTS Audit Services

  • Fort Lauderdale, Florida, United States

  • Senior Premium Auditor

    • Mar 2016 - Apr 2019
    • Fort Lauderdale, Florida, United States

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  Information Providers, Inc.

  • Hopkins, Minnesota, United States

  • Premium Auditor

    • Mar 2014 - Mar 2016
    • Hopkins, Minnesota, United States

    -Conduct audits of accounts to determine the accuracy of policy classifications, exposure basis, and overall risk-Review financial statements, P/L statements, income statements, payroll records, 941 quarterly and State UC records-Ensures quality of the audit through proper risk classification and exposure basis verification -Ability to work with a variety of policyholder record keeping systems efficiently-Utilizes laptop computer to record audit information in an excel based program and transmits completed audits in a timely manner -Works independently to manage individual workload and performance within a predefined territory-Remains informed on changes and currrent information relative to premium auditing through discussions, seminars and industry related literature

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  Chlystek & White Services

  • Premium Auditor

    • Feb 2006 - Jan 2016

    Conduct audits of accounts to determine the accuracy of policy classifications, exposure bases, and overall riskManage schedule to maximize audit completion based on insured's scheduling needsReview financial statements, P/L statements, income statements, payroll records, 941 quarterly and State UC recordsAnalyze insured's operations and accounting records for accuracy in preparation of an audit including examining business records and inspection of the insured's business Determine employee job classifications based on job role with respect to risk Communicate with insureds to ensure their understanding and compliance

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  Sentry Insurance

  • Premium Audit Specialist

    • Jun 1992 - Dec 1995

    Performed audit reviews of accounts to check for accuracyMediated and resolve insurance audit disputesAttended Premium Audit seminars for continuing education Managed audit risks in a given territoryWorked closely with underwriting on risk analysis

  • Commercial Accounts Collection Manager

    • Jun 1987 - Jun 1992

    Managed premium in a given territory Ensured premium payments were received in a timely mannerVerified premiums in regards to coveragesWorked with Premium Audit to resolve audit disputes Reviewed and analyzed financial records of a given risk and made underwriting recommendationsConducted final collections requests on defaulted accounts