Patty VanHoecke

Reviewed phone, hybrid, and physical audits for: Workers Compensation, General Liability, Commercial Auto, Garage Payroll, Garage Rating Units exposure, and sales audits. This includes single and multi-state, single and multi-location, single entity and multi-entity audits.

Used Visual Audit and AuSuM software programs for review of audits. This includes the billing and returning of audits as well as data entry of audit requests.

Retrieved audit requests from insurance carriers’ websites for entry into Visual Audit and AuSuM software.

Revised and updated audit requirements as needed.

Created audit status spreadsheets to assist carriers with status of their audits.

I’ve worked with Microsoft Word and Microsoft Excel programs.

Utilized PAAS during audit review and to answer auditor questions.

Created phone audit worksheets using Microsoft Excel. This worksheet was sent out in a PDF format as a second page in the phone audit letter for completion by insureds prior to phone call from the phone auditor.

Reviewed Workers Compensation, General Liability, Commercial Auto, Garage Payroll, Garage Rating Units exposure audits. This includes single state, multi state, multi-location, single location, multi entity, and single entity audits.

Aided auditors, agents, insurance carriers with questions, status requests.

Reviewed completed survey reports.

Created survey templates as per carrier’s request. Once approved template was used for completion of survey work.