Katie Jacob

Field Premium Audit Specialist at Summit

Role: Field Premium Audit Specialist at Summit
Location: Indianapolis, IN, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

Field Premium Audit Specialist
Summit
Dec 2019 — Present
Conduct physical audits by touring facilities and examining nancial records to ensure that calculations of earned premium for risks are accurate and verify that correct class codes are being used to cover the specic operations of each insured-Train new auditors and provide peer mentoring to help improve auditor performance and accuracy-Collaborate with senior leadership to write new training materials for onboarding new auditors and publish updated resources and reference materials on the company intranet-Maintain a working knowledge of rules and regulations applicable to jurisdictions and ensures correct and consistent application.

Education

Ball State University
Bachelor's degree, Organizational Communication Studies
2008 — 2012

Contact information

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Work email
•••••@summitholdings.com
Personal email
•••••@•••••.com
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Current company

Summit

Insurance Carriers · 708 employees · Lakeland, Florida, United States

Summit provides independent insurance agents and their clients with market-leading workers’ comp insurance and elite customer service. We’re growing, currently serving more than 7,000 independent agents and 31,000 policyholders across 17 states in the South, Midwest, and Mid-Atlantic. Our strength comes from a single-minded focus on workers’ comp and a commitment to long-term customer relationships. Summit is who you turn to when you need a specialist who not only knows workers’ comp but also gets to know your business and your priorities. Our field team members are located in every state in which we operate. We’re not a faceless corporation with distant headquarters. We’re part of the fabric of local communities. As the world becomes increasingly impersonal, Summit offers a customer experience based on relationships and personal service. You’ll always be able to speak to a real human being. You’ll always receive timely answers you can trust. Insurance agents, policyholders, and injured employees can count on three things from Summit: 1) More Access. Our team members are not only masters in the field but they’re easy to reach and highly responsive when you need answers. 2) More Know-how. You’ll get better answers from real experts and industry veterans who know workers’ comp, your business, your customers, and your region. 3) More Commitment. You’ll have collaborators who go the extra mile to serve you and who are willing to solve problems that others usually can’t. Summit manages affiliates, Bridgefield Casualty Insurance Company, Bridgefield Employers Insurance Company, and Bridgefield Indemnity Insurance Company, and nonaffiliate Retailers Casualty Insurance Company. Summit is a member of Great American Insurance Group and a subsidiary of American Financial Group, Inc (AFG). AFG’s common stock is listed and traded on the New York Stock Exchange under the symbol AFG.

summitholdings.com

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Experience

Field Premium Audit Specialist

Education

Ball State University

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