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Premium Field Auditor Resume

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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

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