• Review completed audits for accuracy and have audit endorsements issued.• Follow up on past due audits and grant extensions for audits with our audit vendor EXL.• Answer questions from auditors regarding policies with exposure basis of gross sales and total cost.• Have estimated audit endorsements issued with a 25% penalty and have renewed policies cancelled due to audit noncompliance.• Handle audit disputes from insureds and determine if they're valid or not. If they are, request documentation to support the disputes and revise audit endorsements accordingly.

• Performed Workers Compensation payroll audits for small businesses throughout California.• Determined client’s actual insurance exposure to ensure appropriate premiums were billed to them.• Reached out to clients to get financial documents needed to complete audits including gross payroll reports, Federal quarterly 941 reports and profit and loss statements.• Ascertained the correct class codes to assign employees based on individual employee duties and the client’s description of business operations.• Made sure gross payroll and quarterly 941s balanced and gave an explanation for any payroll variance.• Conducted all audits virtually and communicated with clients over the phone and email.

• Performed Workers Compensation and General Liability payroll audits for small businesses throughout the Northeast.• Determineed client’s actual insurance exposure to ensure appropriate premiums were billed to them.• Reached out to clients to get financial documents needed to complete audits including gross payroll reports, Federal quarterly 941 reports and profit and loss statements.• Ascertained the correct class codes to assign employees based on individual employee duties and the client’s description of business operations.• Made sure gross payroll and quarterly 941s balanced and gave an explanation for any payroll variance.• Conducted all audits virtually and communicated with clients over the phone and email.

• Delivered exceptional client support by managing, renewing, and cross-selling current clients’ working capital accounts. • Built and expanded relationships by selling business loans to business owners throughout the US.• Drove sales and increased revenue by renewing 25-30 deals each month for a total value of $1.2M-$1.3M in funding. • Led negotiations with clients and successfully closed offers provided by underwriters. • Generated and broadened revenue opportunities by daily outbound calls and emails.• Served as a subject matter expert for clients by attending to and answering all questions/inquiries, including balance information and payment history with focus on maximizing client satisfaction and experience.

• Assisted Client Relationship Managers in reaching out to current clients to see if they had a need for additional capital and got required documents needed for offering more capital.

• Interacted with past attendees and inquiring customers about upcoming conference attendance.• Utilized excellent product knowledge to educate clients about new company offerings and worked to close clients on conference attendance. • Deployed excellent account management and implementation skills to maximize customer satisfaction and retention.• Built, maintained, and expanded a pipeline of leads and converted potential leads into actual sales by proactively engaging with clients on upcoming conference attendance.

• Taught English to corporate clients from a variety of fields including management, finance, operarions and marketing.• Developed and executed individualized lesson plans for one-on-one and group courses.

• Worked at the front desk checking members in and answering phone calls.• Re-racked weights and cleaned up the weight room throughout my shift.• Solicited membership renewals to current members through outbound phone calls.• Consistently was in the top two of membership renewals every month.