Premium Field Auditor Resume
4.00/5 (Submit Your Rating)
Rockwall, TX
Technical Experience
- Proficient in Quickbooks, MS Word, MS Excel, Powerpoint, Medisoft, Clip, Threshold, Peachtree, Rent Roll, TeleMagic, E-Time, ADP, Paychex, Techline and Timeslips.
- Certified in MAS90/MAS200
- Typing speed: 90+ wpm; proficient in transcription
Professional Experience
Oct 2010 – Present Confidential Rockwall, TX
Premium Field Auditor
- Work from San Antonio office organizing daily schedules by contacting companies and setting appointments.
- Meet with contacts of various companies to conduct premium audits to include workers compensation, general liability, garage and auto policies.
- Perform audits by reviewing payroll reports, general ledgers, tax reports & all other records needed to complete the audit and transmit to corporate office.
- Travel when needed to performed relief audit trips. (70%)
Feb 2007 – Nov 2010 Confidential. Overland Park, KS
Premium Field Auditor
- Worked from San Antonio office and trained new Field Auditors for the San Antonio and Houston, TX, areas.
- Organized daily schedules by contacting companies to set appointments.
- Met with contacts of various companies to conduct premium audits to include workers compensation, general liability, garage and auto policies.
- Performed audits by reviewing payroll reports, general ledgers, tax reports & all other records needed to complete the audit and transmitted to corporate office.
- Traveled when needed to performed relief audit trips. (50%)
Feb 2005 – Feb 2007 Confidential San Antonio, TX
Transcription/Data Entry
- Transcribed insurance & medical documents for various companies using Universal Transcription System.
- Processed various types of computer data per client’s instructions.
Sep 2003 - Oct 2004 Confidential. San Antonio, TX
Business/Office Manager
- Re-organized complete office & updated computer files for past 10 years.
- Managed day to day routines for entire office.
- Controlled all bookkeeping aspects and assisted in processing bi-weekly payroll.
- Made decisions on all contracts for subcontractors.
- Completed annual budget.
- Provided information for all audits and handled all workers compensation claims.
- Performed all duties asked of the owner.
Jul 2001 - Aug 2003 Confidential
San Antonio, TX
Senior Bookkeeper
- Maintained all client files.
- Collected and disbursed trust fund money for clients and completed all necessary documentation for state and federal agencies.
- Reconciled and disbursed petty cash.
- Human Resources manager for Progressive Life of San Antonio and Progressive Life of Bexar County including employee file maintenance and upkeep.
- Processed bi-weekly payroll.
- Performed all bookkeeping tasks including but not limited to accounts receivable, accounts payable & reconciling bank statements.
- Assisted in the training of new office staff.
Oct 2000 - July 2001 Confidential. San Antonio, TX
Full Charge Bookkeeper
- Organized office files & corrected previous bookkeeper errors.
- Brought bank statements current and entered all checks into general ledger
- Performed all bookkeeping tasks, including but not limited to accounts receivable, accounts payable and reconciling bank statements.
- Processed weekly payroll and all quarterly and annual tax forms.
- Maintained current inventory ordering stock as needed
Education
Major: Accounting
Office Systems Technology Certification
High School Diploma
