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Desired Industry: Accounting/Bookkeeping SpiderID: 65621
Desired Job Location: Payson, Utah Date Posted: 11/28/2012
Type of Position: Full-Time Permanent Availability Date: Immediately
Desired Wage: 50000
U.S. Work Authorization: Yes
Job Level: Management (Manager, Director) Willing to Travel:
Highest Degree Attained: Other Willing to Relocate: Yes


Objective:
Astute, detail-oriented, and highly
dependable professional, with broad
understanding of Workers Compensation,
General Liability, and Utah State Court
policies and procedures. Proven
strengths and capabilities in managing
multiple simultaneous projects, tasks,
and accounts while maintaining emphasis
on accuracy, quality, and customer
service. Superb communication,
interpersonal, leadership, analytical, &
problem solving skills. Highly respected
customer service relations liaison,
builds cohesion and project engagement
across all levels of staff, management,
vendors, clients, and key decision-
makers. Excels in deadline-driven
environment with a drive to exceed
expectations.

- Expert at optimizing operational
efficiency, reducing costs, and
improving corporate profitability.
- Recognized for demonstrating
stellar leadership skills to achieve
aggressive business goals and drive
concept evolutions into achievable
organizational plans.
- Extremely effective at training
and development and working from the
field/home office.
- Recognized in every step of
career path for positive attitude and
work effort, as well as for maintaining
the highest professional ethics and
standards.


Experience:
PROFESSIONAL EXPERIENCE
4TH DISTRICT COURT, STATE OF UTAH,
PROVO, UT
Client Services Coordinator 2009
Present
- Developed and streamlined
process to conduct external reviews and
audits for all 4th and 8th District
Court sites, including Fillmore and
Salem contract sites, which were two
years behind.
- Ensured operations were in
accordance with policy and procedure in
order to perform compliance reviews.
- Supervised and observed each
site in order to determine areas needing
improvement and to ensure adherence to
policy resulting in all state audits
going smoothly. Fleet support and
multiple office tasks.
- Managed the reconciliation of
trust accounts, payroll, accounts
payable, and juror/witness payments.

INDEPENDENT PREMIUM AUDITOR/CONTRACT,
SALT LAKE CITY/PAYSON, UT
Premium Auditor 20082009
- Served as an independent auditor
for various insurance companies with
policies located in Utah, General
Liability, and Workers Compensation
premium.
- Negotiated contract with the
State of Utah to complete the OCIP
audits for the reconstruction of the
State Capitol Building.

ZURICH NORTH AMERICA, SALT LAKE
CITY/PAYSON, UT
Premium Auditor 20042008
- Analyzed and documented payrolls
and sales records for Workers
Compensation and General Liability
policies to determine actual premium
owed to company, completing over 2500
audits with a 50% increase in revenue in
Utah, California, and Colorado.
- Audited class codes used and
type of business performed to maintain
adherence to policy.
- Rendered excellent service to
policyholders and coordinated with the
wrap-up procedures nationwide.
- Identified and resolved errors,
omissions, and questionable issues in
cooperation with underwriters and
policyholders.
- Demonstrated exemplary
performance and was chosen by the
manager to assist with writing the
nationwide OCIP audit procedures, to
complete additional wrap-ups throughout
the United States, and to participate in
quality control audits.
- Established and maintained
strong understanding of insurance
policies and legal issues through
completion of APA I and APA II courses
coupled with multiple nationwide
trainings.
- Reported directly to local
auditors on a monthly basis from around
the state to share, learn, and train.
- Worked as a sole OCIP auditor
for State of Utah.
- Attained and maintained Customer
Satisfaction Superior Rating of above
95%.

ARGONAUT INSURANCE, SALT LAKE
CITY/PAYSON, UT
Premium Auditor, Utah OCIP Programs
20012003
- Obtained and applied in-depth
knowledge on insurance regulations and
codes by completing all back logged
audits for 2 years resulting in more
than 3,500 audits for the State of Utah,
UDOT, and DFCM.
- Developed and cultivated working
relationship with insurance broker and
policyholders, and organized
appointments with customers.
- Reviewed and analyzed payroll
records and completed audits.
- Supervised and mentored
difficult contractors opposed to the
program on how to understand the
policies and procedures and how to save
money.
- Successfully completed audits
for other OCIP programs throughout the
United States.
- Established a reputation by
turning over Utah's negative revenue
policy premium to an increase of $1.2M.

FRANKLIN COVEY COMPANY, SALT LAKE CITY,
UT
Client Services Coordinator 1992
2001
- Coordinated 7 Habits of Highly
Effective People public and private
workshops locally and nationwide for
both Franklin Covey and individual
clients. Worked both on site and from
home office. Also provided on site
coordination for Principle Centered
Leadership public and private programs.
- Actively promoted products to
drive sales, earning a trip to Mexico
with the sales team.
- Provided clients with
exceptional customer service, supported
all product and team needs, managed
group of Client Support Coordinators and
Administrative team, distributed
workflow and implemented policy.
- Maintained top clientele for
Franklin Covey with exceptional customer
service abilities.



EARLIER CAREER
KPMG PEAT MARWICK, SALT LAKE CITY, UT
Supervisor, Report Department 1991
1992
DIVERSIFIED INSURANCE BROKERS, SALT LAKE
CITY, UT
Assistant Controller 19901991
WILLIAMSBURG SAVINGS BANK, SALT LAKE
CITY, UT
Supervisor, Mortgage Warehouse
Department 19831990


Education:
CREDENTIALS
Education Coursework in Business
Administration - University of Utah,
Salt Lake City, Utah - LDS
Business College, Salt Lake City, Utah
Professional Affiliations Utah
State Premium Auditors Association
(inactive)
Other Credentials PAAS | APA I |
APA II | Basic Mediation Certification |
Spanish


Affiliations:
-----


Skills:
CORE STRENGTHS
Audits & Financial Statements | Accounts
Receivable & Payable | Financial
Reconciliations & Reporting
People Management | Workers Comp/General
Liability | Performance Management &
Communication
Audit Review Procedures | Teamwork &
Rapport Building|Confidential Records
Management


Additional Information:
-----


Reference:
Available upon request.


Candidate Contact Information:
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