This document summarizes the job responsibilities and accomplishments of a Senior Accounting Associate from 12-89 to 8-09. The responsibilities included prioritizing broker requests, allocating cash payments within 24 hours, researching payments with inadequate information, and tracking agents' payment histories. Accomplishments included reducing one account's unmatched payments by 95%, accurately documenting that over $1M was owed on a large group account, and piloting a program to have one person work with each broker instead of assigning by region.

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