Experience

Alper Services, An Alera Group Company

• United States
• Insurance
• 1 - 100 Employee

• AuditRate Director

  • Apr 2020 - Present

  Chicago, Illinois, United States



Accelevant Premium Audit

• United States
• Financial Services
• 1 - 100 Employee

• Senior Premium Auditor

  • Apr 2019 - Apr 2020

  Bradenton, Florida, United States



Patriot National, Inc./CTS Audit Services

• Senior Premium Auditor

  • Mar 2016 - Apr 2019

  Fort Lauderdale, Florida, United States



Information Providers, Inc.

• United States
• Insurance
• 100 - 200 Employee

• 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… Show more -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 Show less



Chlystek & White Services

• Insurance
• 1 - 100 Employee

• Premium Auditor

  • Feb 2006 - Jan 2016

  Conduct audits of accounts to determine the accuracy of policy classifications, exposure bases, and overall risk Manage schedule to maximize audit completion based on insured's scheduling needs Review financial statements, P/L statements, income statements, payroll records, 941 quarterly and State UC records Analyze insured's operations and accounting records for accuracy in preparation of an audit including examining business records and inspection of the insured's business… Show more Conduct audits of accounts to determine the accuracy of policy classifications, exposure bases, and overall risk Manage schedule to maximize audit completion based on insured's scheduling needs Review financial statements, P/L statements, income statements, payroll records, 941 quarterly and State UC records Analyze 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 Show less



Sentry Insurance

• Accounting
• 1 - 100 Employee

• Premium Audit Specialist

  • Jun 1992 - Dec 1995

  Performed audit reviews of accounts to check for accuracy Mediated and resolve insurance audit disputes Attended Premium Audit seminars for continuing education Managed audit risks in a given territory Worked 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 manner Verified premiums in regards to coverages Worked with Premium Audit to resolve audit disputes Reviewed and analyzed financial records of a given risk and made underwriting recommendations Conducted final collections requests on defaulted accounts