Harpreet S. Email and Phone Number

• Plan effective auditing processes• Audit statements and assess accounts for accuracy and regulatory compliance• Inspect internal systems and controls• Assess risk management tactics• Perform audits of non-financial areas, like Vaccination, Health & Safety • Report systematic errors or fraud indicators• Investigate specific issues regulatory bodies bring forward• Explain audit findings and recommend solutions

• Review LTD, STD disability claims documents and contracts to ensure eligibility requirements are met for disability coverage. Communicate with the plan sponsor if discrepancies or information is missing, be responsible for timely outreach calls to collect missing or unclear information.• Decline claims if eligibility requirements are not satisfied, and send out declination letters to plan sponsors and plan members accordingly. Escalate issues and claims to Senior Advisor if eligibility… Show more • Review LTD, STD disability claims documents and contracts to ensure eligibility requirements are met for disability coverage. Communicate with the plan sponsor if discrepancies or information is missing, be responsible for timely outreach calls to collect missing or unclear information.• Decline claims if eligibility requirements are not satisfied, and send out declination letters to plan sponsors and plan members accordingly. Escalate issues and claims to Senior Advisor if eligibility requirements are not satisfied (or route to Management, as appropriate.) Provide follow-ups and ensure plan members are handled accordingly.• Ensure proper security procedures are followed on all client interactions. Provide proper information to customers by maintaining thorough knowledge of internal systems Show less