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Work Background
The HartfordAssistant Director, Premium Audit
Mar. 2023 - Sep. 2024Hartford, Connecticut, United States🔹 Led & Developed High-Performing Teams – Managed a team of insurance premium auditors, providing strategic direction, mentorship, and professional growth opportunities.
🔹 Optimized Compliance & Quality Standards – Ensured 100% adherence to industry regulations, mitigating financial and compliance risks through rigorous quality assurance (QA) reviews.
🔹 Fraud Detection & Prevention – Partnered with fraud investigation teams to identify and audit potential fraudulent premium reporting, protecting the company from financial losses.
🔹 Cross-Departmental Collaboration – Worked closely with underwriting, compliance, and risk teams to enhance audit strategies and ensure accurate premium assessments.
🔹 Risk Mitigation Strategies – Implemented audit methodologies that reduced premium miscalculations by 30%, improving accuracy and minimizing financial risk.
🔹 Performance Metrics & Data-Driven Decision Making – Analyzed audit data to improve operational performance and compliance tracking, leading to better audit success rates.
🔹 Audit Policy Development – Played a key role in shaping new internal audit policies, aligning with state and federal insurance regulations.
🔹 Process Automation – Spearheaded initiatives to automate audit reporting, reducing manual errors and boosting efficiency by 25%.
🔹 Conflict Resolution & Problem-Solving – Addressed complex audit disputes with clients, ensuring mutually beneficial resolutions while upholding company standards.
Accelevant Premium AuditDirector of Premium Audit
Jul. 2021 - Mar. 2023Bradenton, Florida, United States🔹 Transformed Audit Operations – Led a strategic overhaul of premium audit workflows, increasing efficiency, reducing audit turnaround times, and improving accuracy.
🔹 Built Strong Client Relationships – Partnered with clients to review, update, and enforce Standard Operating Procedures (SOPs), ensuring compliance with evolving industry standards.
🔹 Talent Acquisition & Training – Recruited, trained, and developed a team of top-tier insurance auditors, fostering a culture of excellence and accountability.
🔹 Financial Impact & Growth Strategy – Worked directly with the company president to optimize expenses, drive profitability, and maintain revenue targets.
🔹 Audit Workflow Innovation – Introduced data analytics tools, reducing audit discrepancies by 40%.
🔹 Compliance Leadership – Developed and enforced risk management protocols, minimizing regulatory violations.
🔹 Stakeholder Communication – Created detailed compliance reports to support executive decision-making.
🔹 Industry Best Practices – Implemented benchmarking techniques to enhance audit efficiency and reporting accuracy.
🔹 Policy & Regulatory Updates – Monitored state and federal audit regulations, ensuring company-wide compliance.
Accelevant Premium AuditPremium Audit - Physical Audit Manager
Apr. 2019 - Jul. 2021Bradenton, Florida🔹 Strengthened Compliance & Regulatory Oversight – Spearheaded compliance initiatives to ensure 100% alignment with state and industry regulations.
🔹 Strategic Risk Management – Identified key risk areas, refining audit methodologies to improve accuracy and mitigate financial exposure.
🔹 Client-Centric Approach – Conducted regular client meetings to assess compliance, address concerns, and enhance audit processes for better transparency.
🔹 Process Optimization & Performance Improvement – Developed workflow enhancements that resulted in increased audit efficiency and reduced operational bottlenecks.
🔹 Audit Team Performance Enhancement – Implemented KPIs that boosted auditor productivity by 20%.
🔹 Cross-Functional Project Leadership – Led audit automation projects, reducing errors and increasing accuracy.
🔹 Conflict Management & Resolution – Handled escalated client concerns with professionalism, ensuring audit integrity.
🔹 Continuous Training Initiatives – Conducted workshops to improve team knowledge on emerging compliance trends.
🔹 Technology Integration – Implemented audit management software, cutting down report processing time by 35%.
Carrier & Technology Solutions, LLC (formerly Patriot National)Premium Audit Training Manager
Dec. 2018 - Apr. 2019United States🔹 Designed & Delivered Comprehensive Training Programs – Developed and implemented customized onboarding and training programs, ensuring new auditors were fully equipped for success.
🔹 Recruitment & Talent Development – Led the hiring, onboarding, and mentorship of new premium auditors, helping them transition smoothly into their roles.
🔹 Coaching & Continuous Learning – Provided one-on-one coaching to auditors, fostering professional growth, skill development, and performance excellence.
🔹 Ensured Regulatory Compliance – Trained teams to uphold industry regulations, company policies, and audit integrity, reducing compliance risks.
🔹 Performance Assessment & Feedback – Conducted regular performance reviews to improve auditor efficiency.
🔹 Training Curriculum Development – Created interactive training modules tailored to new industry challenges.
🔹 Certification & Compliance Training – Provided Six Sigma and risk management courses for auditors.
🔹 Audit Simulation Workshops – Designed real-world auditing scenarios for hands-on learning experiences.
🔹 Mentorship Program Implementation – Launched an internal mentorship program, boosting auditor retention.
Carrier & Technology Solutions, LLC (formerly Patriot National)Physical Auditor
Jul. 2018 - Apr. 2019Overland Park, Kansas🔹 Conducted Complex Insurance Audits – Performed in-depth audits across Iowa, analyzing financial records, payroll reports, and tax documents for compliance and accuracy.
🔹 Identified Risk & Fraud Indicators – Flagged discrepancies in financial statements to prevent potential fraud and ensure correct premium calculations.
🔹 Data-Driven Audit Reporting – Compiled and delivered detailed audit reports with comprehensive risk analysis for insurance carriers and underwriters.
🔹 Client Relationship Management – Built trust with insured businesses and individuals by clearly communicating audit procedures and findings.
🔹 Field & Remote Auditing – Balanced on-site and remote audits, leveraging digital tools for efficient assessments.
Patriot National, Inc.Physical Auditor
Apr. 2016 - Jul. 2018🔹 Conducted Complex Insurance Audits – Performed in-depth audits across Iowa, analyzing financial records, payroll reports, and tax documents for compliance and accuracy.
🔹 Identified Risk & Fraud Indicators – Flagged discrepancies in financial statements to prevent potential fraud and ensure correct premium calculations.
🔹 Data-Driven Audit Reporting – Compiled and delivered detailed audit reports with comprehensive risk analysis for insurance carriers and underwriters.
🔹 Client Relationship Management – Built trust with insured businesses and individuals by clearly communicating audit procedures and findings.
🔹 Field & Remote Auditing – Balanced on-site and remote audits, leveraging digital tools for efficient assessments.
🔹 Managed High-Volume Audit Assignments – Independently handled multiple audits across diverse industries while maintaining strict adherence to deadlines.
🔹 Presented Complex Findings to Clients – Delivered audit results to insureds and stakeholders in a clear, professional manner.
🔹 Risk Analysis & Premium Calculations – Analyzed tax documents, financial statements, and payroll records to validate insurance premium accuracy.
🔹 Scheduled & Coordinated On-Site Audits – Worked closely with businesses to gather data, verify records, and ensure compliance.
🔹 Collaborated with Underwriters – Assisted underwriting teams by providing accurate risk assessments and policy adjustments.
Overland Solutions, Inc., an EXL CompanyPIVOT Auditor
Apr. 2012 - Apr. 2016🔹 Balanced Field & Virtual Audits – Conducted both on-site and remote premium audits, adapting to business needs and leveraging technology for virtual assessments.
🔹 Ensured Financial Accuracy & Compliance – Audited general ledgers, payroll reports, and tax documents to identify miscalculations and improve underwriting decisions.
🔹 Client Engagement & Process Transparency – Built strong relationships with insured clients, explaining audit requirements and addressing concerns.
🔹 Strategic Documentation & Reporting – Prepared detailed audit summaries, helping underwriters make informed decisions.
🔹 Technology-Driven Efficiency – Utilized audit software and digital tools to streamline reporting, reducing manual errors and processing time.
Overland Solutions, Inc., an EXL CompanyQuality Assurance Reviewer
Aug. 2010 - Apr. 2012🔹 Managed High-Volume Audit Assignments – Independently handled multiple audits across diverse industries while maintaining strict adherence to deadlines.
🔹 Presented Complex Findings to Clients – Delivered audit results to insureds and stakeholders in a clear, professional manner.
🔹 Risk Analysis & Premium Calculations – Analyzed tax documents, financial statements, and payroll records to validate insurance premium accuracy.
🔹 Scheduled & Coordinated On-Site Audits – Worked closely with businesses to gather data, verify records, and ensure compliance.
🔹 Collaborated with Underwriters – Assisted underwriting teams by providing accurate risk assessments and policy adjustments.
Overland Solutions, Inc., an EXL CompanyPhysical Auditor
Aug. 2006 - Aug. 2010🔹 Conducted Complex Insurance Audits – Performed in-depth audits across Iowa, analyzing financial records, payroll reports, and tax documents for compliance and accuracy.
🔹 Identified Risk & Fraud Indicators – Flagged discrepancies in financial statements to prevent potential fraud and ensure correct premium calculations.
🔹 Data-Driven Audit Reporting – Compiled and delivered detailed audit reports with comprehensive risk analysis for insurance carriers and underwriters.
🔹 Client Relationship Management – Built trust with insured businesses and individuals by clearly communicating audit procedures and findings.
🔹 Field & Remote Auditing – Balanced on-site and remote audits, leveraging digital tools for efficient assessments.
🔹 Managed High-Volume Audit Assignments – Independently handled multiple audits across diverse industries while maintaining strict adherence to deadlines.
🔹 Presented Complex Findings to Clients – Delivered audit results to insureds and stakeholders in a clear, professional manner.
🔹 Risk Analysis & Premium Calculations – Analyzed tax documents, financial statements, and payroll records to validate insurance premium accuracy.
🔹 Scheduled & Coordinated On-Site Audits – Worked closely with businesses to gather data, verify records, and ensure compliance.
🔹 Collaborated with Underwriters – Assisted underwriting teams by providing accurate risk assessments and policy adjustments.
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