BB
Open to opportunities

Brian Ballantine

@brianballantine

APA-Certified Premium Auditor with extensive auditing experience.

United States

What I'm looking for

I am seeking a role that offers growth opportunities and a collaborative environment.

I am an APA-Certified Premium Auditor with eight years of experience in conducting both physical and virtual audits across various sectors, including Workers’ Comp, General Liability, and Auto Liability. My expertise lies in managing a diverse portfolio of policies, having maintained an inventory of up to 135 policies, ensuring compliance and accuracy in all audits.

Currently, I serve as a Senior Premium Auditor at AmTrust Financial Group, where I schedule and complete field audits tailored to unique audit demands. I excel in conducting policy and premium review meetings with clients, ensuring that all data is meticulously gathered and recorded using Nexus. My previous roles at Crest Financial Services and Travelers Insurance have equipped me with the skills to manage significant audit inventories and mentor new auditors, further enhancing my leadership capabilities.

Experience

Work history, roles, and key accomplishments

AG
Current

Senior Premium Auditor

AmTrust Financial Group

Nov 2022 - Present (2 years 7 months)

Scheduled and completed field audits in accordance with varied audit demands, maintaining an inventory of 75 audits with premiums up to $1,000,000. Conducted policy and premium review meetings with clients, submitting data using Nexus.

CS

Senior Premium Auditor

Crest Financial Services

Apr 2018 - Nov 2022 (4 years 7 months)

Attended and submitted all pre-scheduled audits within 24 hours, utilizing Visual Software for data recording. Performed site inspections for all new assigned audits and maintained an inventory of 60 audits.

TI

Premium Auditor/Virtual Auditor

Travelers Insurance

Apr 2016 - Apr 2018 (2 years)

Managed the Entertainment book for New York City, coordinating with offshore scheduling teams. Mentored new auditors and maintained an inventory of 110 audits with significant premiums.

OE

Premium Auditor

Overland Solutions (now EXL)

Aug 2015 - Apr 2016 (8 months)

Completed 15-18 physical audits per week with premiums ranging from $5,000 to $500,000. Attended weekly management meetings and maintained an inventory of 75 audits using Visual Software.

CS

Premium Auditor

Crest Financial Services

Aug 2015 - Apr 2016 (8 months)

Completed 15-18 physical audits per week, performing site inspections for new assignments in the territory. Maintained an inventory of 60 audits using Visual Software.

Education

Degrees, certifications, and relevant coursework

Concordia University of Nebraska logoCN

Concordia University of Nebraska

Master of Arts, Math Education

Ashford University logoAU

Ashford University

Bachelor of Science, Social Science

Tech stack

Software and tools used professionally

Availability

Open to opportunities

Location

United States

Authorized to work in

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Brian Ballantine - Senior Premium Auditor - AmTrust Financial Group | Himalayas