Accounting/Customer Service

Accounting Analyst, Customer Service Representative, (life reinsurance, direct property, casualty, and workers compensation insurance), with Accounts Receivable, Payable, General Ledger and Collections experience as well as superior analytical skills and a proven ability to problem solve. Consistent in obtaining excellent performance reviews through meeting personal and team objectives. Top notch leadership skills, conceptual skills, organizational skills, team skills, creative skills and SOX compliant. Superb diplomatic, verbal and written skills, and an excellent negotiator.

PROFESSIONAL EXPERIENCE

FULL MOON FARM, INC., ••••• Full Moon Trail, •••••Jan •••••
Black Mountain, NC ••••••••••Apr •••••

General Manager

Accomplishments:

Responsible for the care and feeding of •••••+ captive-bred wolves and wolfdogs for a non-profit agency
Managed a staff of two in the day to day routine of caring for the animals, dispensing medication, and general upkeep of farm property
Created and organized pen location charts, daily checklists, and delegated duties to volunteers
Participated in public education and awareness outreaches
Animal handler

TRANSAMERICA OCCIDENTAL LIFE INSURANCE CO., ••••• N. Tryon•••••Aug •••••
Street, Charlotte, NC ••••••••••Dec •••••

Premium Analyst

Accomplishments:

Analyzed data processing trends. Researched and resolved outstanding accounting issues
Completed bulk automation statements, paper statements and individual cession statements per monthly closing schedule for assigned clients.
Monitored suspense in compliance with team objectives
Collaborated with Business Analysts, Claims and various departments to maintain and monitor consistency and adherence to client treaties
Created Powerpoint presentations and facilitated training for other premium analysts
Established and maintained good customer relations with TARE clients
Completed and exceeded requirements for ongoing education hours to increase industry knowledge
Collaborated with IT on a special project to correct commission rates on retro statements





PIEDMONT TALENT, INC., PO Box •••••, Charlotte, NC ••••••••••Apr ••••••••••Aug •••••
Part-time Receptionist/Office Assistant

Accomplishments:

Directed calls to appropriate agent
Assisted agents with promotional mailings
Assisted Office Manager with Accounts Payable and Receivable

TRANSAMERICA OCCIDENTAL LIFE INSURANCE CO., ••••• N. Tryon•••••Mar •••••
Street, Charlotte, NC ••••••••••Apr •••••

Consultant to Claims Operations Manager

Accomplishments:

Facilitated implementation of training module for Claims Tracking Database for new hires in Claims Division by working through the training module with Operations Manager and giving feedback
Created the WIP to CTD Reconciliation Report, an Excel based report that is used by Claims Analysts to determine which items appear on the weekly WIP that do not appear on the CTD and which items appear on the CTD that do not appear on the weekly WIP

GALLAGHER HEALTHCARE INSURANCE SERVICES, Huntersville, NC Mar •••••
•••••Apr •••••
Part-time Assistant to Account Executive

Accomplishments:

Scanned incoming documents to file
Proofread policies, completed compliancy checklists, and filed with company file jacket. Prepare and mail policy jackets for new policies to clients
Create Excel spreadsheets as directed by AE, Producers and CEO
Direct incoming calls to appropriate personnel

ROYAL & SUNALLIANCE INSURANCE, ••••• Arrowpoint Boulevard, Charlotte, Apr •••••
NC ••••••••••Jun •••••

Paid Loss Retro Analyst/Risk Management & Global AR

Accomplishments:

Organized and implemented procedures for converting paid loss retro policies including creating and updating monthly spreadsheets to track Paid Loss Retro accounts, as well as researching, analyzing, and completing conversion spreadsheets for accounts aged ••••• months and more
Assisted team in meeting cash management objectives by tracking impacting items, monitoring and collecting statutory over dues, and collecting delinquent balances. (Including data entry of Account Currents and processing cash payments for Account Current and Item Collection agents)
Reduced statutory over dues and delinquent balances in all branches worked by •••••% thereby exceeding yearly objective of •••••%
Responsible for compiling information, analyzing and completing detailed quarterly Paid Loss Retro Accrual Reports used on quarterly financials for the U.S. operation


Negotiated collection of delinquent balances. Statutory over dues and retro accounts over five years old via telephone, email and written correspondence
Assisted in preparation of collateral reviews for renewal and/or sold accounts.
Conducted training sessions for underwriters, underwriter assistants, and peer team members regarding the definition of a Paid Loss Retro policy and process requirements for Accounting and Underwriting
Collaborated with IT (task force) to convert host accounting system to a web-based system


VOLUNTEER EXPERIENCE

Full Moon Farm, Inc. PO Box •••••, Black Mountain, NC •••••
Volunteer Coordinator: Apr ••••• to Sep •••••
Secretary, Board of Directors: Elected Sep •••••
Advisory Board: Elected Sep •••••, Resigned May •••••

DESIGNATIONS:

Notary Public, Gaston County

COMPUTER/TECHNICAL SKILLS

Windows, Windows Vista, Windows Explorer, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Access, Microsoft Powerpoint, Internet Explorer, Desktop Publishing, Word Perfect, Amipro, Lotus Notes, Radia Software Manager, File System Management, Snag-it, •••••key, Trained in Oracle and Quickbooks.

EDUCATION

Gaston College, Gastonia, NC-current student on track for completing Associate Degree in English
University of North Carolina at Charlotte, Charlotte, NC-Two years in Education
Central Piedmont Community College, Charlotte, NC-Algebra and Geometry