Distressed debt investment firm

Distressed debt investment firm

• Create and maintain client files, both electronic and physical.• Request and review Final Earned Premium Audits, Payroll Audit Worksheets, Information/Declaration Pages and Currently Valued Loss Runs from insurance carriers.• Request Rating Data Worksheets from the NCCI, New Jersey, Michigan, Pennsylvania, New York, California and Wisconsin rating boards.• Request and analyze Loss Sensitive and Large Deductible Rating Plans.• Hand-calculate experience… Show more • Create and maintain client files, both electronic and physical.• Request and review Final Earned Premium Audits, Payroll Audit Worksheets, Information/Declaration Pages and Currently Valued Loss Runs from insurance carriers.• Request Rating Data Worksheets from the NCCI, New Jersey, Michigan, Pennsylvania, New York, California and Wisconsin rating boards.• Request and analyze Loss Sensitive and Large Deductible Rating Plans.• Hand-calculate experience modification factors for NCCI-, New Jersey- and New York-rated insureds.• Obtain claim and payroll corrections on the Rating Data Worksheets.• On behalf of clients, argue inaccurate and inappropriate schedule modification debits charged on the Final Earned Premium Audits and Information/Declaration Pages.• Initiate and maintain communication with company executives including CEOs, CFOs, controllers, presidents and vice presidents as well as claims adjusters. Show less

In addition to the tasks performed as an Account Executive:• Requested and analyzed Loss Sensitive and Large Deductible Rating Plans. Hand-calculated experience modification factors for for NCCI-, New Jersey- and New York-rated insureds.• Obtained claim and payroll corrections on the Rating Data Worksheets.• Argued against inaccurate and inappropriate schedule modification debits charged on the Final Earned Premium Audits and Information/Declaration Pages.•… Show more In addition to the tasks performed as an Account Executive:• Requested and analyzed Loss Sensitive and Large Deductible Rating Plans. Hand-calculated experience modification factors for for NCCI-, New Jersey- and New York-rated insureds.• Obtained claim and payroll corrections on the Rating Data Worksheets.• Argued against inaccurate and inappropriate schedule modification debits charged on the Final Earned Premium Audits and Information/Declaration Pages.• Maintained claims management files.• Initiated and maintained communication with company executives including CEOs, CFOs, controllers, presidents and vice presidents as well as claims adjusters. Show less

In addition to the tasks performed as an Intern:• Requested and reviewed Final Earned Premium Audits, Payroll Audit Worksheets, Information/Declaration Pages and Currently Valued Loss Runs from insurance carriers.• Requested Rating Data Worksheets from the NCCI, New Jersey, Michigan, Pennsylvania, New York, California and Wisconsin rating boards.

(During summers and holidays)• Requested Final Earned Premium Audits, Payroll Audit Worksheets, Information/Declaration Pages and Currently Valued Loss Runs from carriers.• Created and maintained client files, both electronic and physical.• Worked on projects as directed by the President and Vice President.