1. BusinessSystemsSeniorAnalyst
08-09 to 09-11
Responsibilities
 Provide technical,systemsandprocedural expertisetothe PremiumBilling&Collectionteam
 Act as technical referral andliaisonpointforpresentandfuture mid-office
 Work withDirectorand Technical Leadertoeffectivelyimplementaformal trainingprogramto
ensure the developmentof the team'stechnical andsystemknowledge,businessandinsurance
accountingand softskills
 Work withDirectorand Technical Leadertodrive systemsdevelopment,includingresponsibility
for effective systemtesting
 Maintaina continuousreview of otheradministrative procedures
 SupportSOXand compliance processesandprocedures,ensuringgoodcorporate governance
and act as necessarytomeetall regulatoryrequirements
 Ensure efficientexecutionof dailycollectionresponsibilitiesthatrevolve aroundconflict
resolutionandbaddebtmanagement. Thisincludesvarietyof operational accounting,collector
activities,interactingwithdebtors,makingtelephone callstoarrange payment,negotiating
settlements,andcorrectionof receivablesbilledinerror.
 Manage late state collectionresponsibilitiesincludingreferringbalancestoOutsideCollection
Agency,payingfees,andmonitoringperformance. Alsoincludedarrangingforwitnessesand
providingdocumentationinpreparationforlegal suits
 Ensure efficientexecutionof dailycollectionresponsibilitiesthatrevolve aroundconflict
resolutionandbaddebtmanagement. Thisincludesvarietyof operational accounting,collector
activities,interactingwithdebtors,makingtelephone callstoarrange payment,negotiating
settlements,andcorrectionof receivablesbilledinerror.
 Manage or oversee acase load thatincludes:
o Respondtohighvolumesof emailsandcorrespondence ascustomerservice
interactive function
o Prepare,review anddistribute monthlyaccountstatements
o Prepare monthlycommissionstatementsandpaymentprocessing
o Researchingandresolvingpaymentswithinadequate information
o Reviewopenitemsregisters,researchandwrite off uncollectible balancesand
credits
o Processcancellationnotifications andearnedpremiumletterstodirectagency
billedclients
o Preparingmonthlycash,premiumreceivable andfundsheldaccount
reconciliations
o Assistcashmanagementinidentificationandapplicationof unidentifiedfunds
o Assistinresolutionof accountdiscrepancies,preparingdocumentationand
makingminorchangesto customeraccountbillinginformation
o Takinginboundcalls,handlingbillingand serviceinquiries,workingwith
inboundemailsandvariouscustomerconcerns

2. o Viewing,researching,analyzingandreconciliationof billingsystemsinformation
o Provide timelyprocessingof monthlyreports
Accomplishments
 Reconciliationscreated:cashreceivedpostedtobillingsystem;dailydisbursementforreturn
premiumandcommissionchecks;cashpostedtobillingsystemtoSAPinTreasury
 Createdtrainingmaterials forentire department witheachstepexplainedandcapturedin
screenprints,updated asnewprocessedorprocedureschanged
 SummerInternProgram - Interviewedcandidates,made hiringdecisions,trainedandinstructed,
trackedand invoicedpayroll,responsiblefortheirproductivity,systemaccess
 Craft a qualityassurance programforBilling&Collectionteam, adaptingthe processusedin
otherareas to matchthe businessneedsandauditrequirements
 Createdad hoc reportssuchas Top 100, splitby accounttype,midmonthphone reports,over
90 day late bookings,cashjournal entries, trackreceivablespercentage byAccountTechnician,
inadditiontothe monthlyreceivablesagingreports