1. Sr. Accounting Associate
12-89 to 8-09
JobResponsibilities
 Customerservice - prioritizebrokerrequestsforinformationusingall sourcesavailable
 Allocate cashpaymentstoappropriate policypremiumwithin24hours
 Researchandresolve paymentswith inadequate accountinformation
 Work closelywithunderwritingtoensure accurate invoicing
 Reconciliationof discrepanciesbetweenpostedreceivable andpaymentsreceived
 Track agent's monthlypaymenthistoryof late,unpaidorunderpaidstatements
 Collectioneffortsforoverdueitemsfromphone calls,invoice reminders,cancellations,and
earnedpremiumlettersthenforwardremainingoverdue itemstoourCorp.Collections
departmentafterdue diligence
Accomplishments
 Awardreceivedforreducingone account'sunmatchedpaymentsby95%
 Accurate documentationonlarge groupaccount provedcompanywasowedover$1M which
was thencollectedwithoutlegalintervention
 Pilotprogramto combine one brokertobe workedbyone personinsteadof byregion
 Progressed fromAssociate toSr.AccountingAssociate throughyears