Adam Renner
Miami,FL
Summary
Results-driven operations and accounting specialist with over six years of experience in financial and insurance operations. Adept at managing high-volume transactions, streamlining processes, and ensuring compliance with financial regulations. A proactive leader with strong problem-solving abilities, exceptional time management, and a commitment to excellence in fast-paced environments. Seeking to leverage expertise in operations and accounting to contribute value to a dynamic organization.
Overview
10
10
years of professional experience
Work History
Corporate AC A/R Coordinator
USI Insurance
05.2023 - Current
- Manage corporate accounting receivables, ensuring timely collection and allocation of funds.
- Conduct cash advance audits and assist with credit reconciliations and payment applications.
- Process account adjustments, including invoice clearing and posting error corrections.
- Prepare and analyze Monthly A/R Regional Reports, supporting financial decision-making.
- Ensure data accuracy and compliance with accounting best practices.
Operations Accounting Specialist - Team Lead
USI Insurance
12.2017 - 04.2023
- Manage accounting operations for three regions, processing 1,800–2,200 incoming checks and wires monthly.
- Oversee accounts receivable, ensuring accurate fund applications to general ledger accounts.
- Balance and reconcile incoming payments for personal, commercial, and employee benefit policies.
- Lead peer audits, train new hires, and assist with complex transactions and reconciliations.
- Conduct daily audits to certify compliance with external financial standards.
Operations Specialist – Team Lead
Wells Fargo Insurance Services
06.2015 - 12.2017
- Managed the Insurance Centralized Operations Group (ICOG), verifying broker and insurance carrier documentation.
- Researched, collected, and prepared insurance documentation for small to large commercial policies.
- Conducted audits to confirm document validity for external compliance inspections.
- Served as a key liaison between internal and external clients, resolving discrepancies and rush requests.
- Developed SOPs and training guides for onboarding new employees.
Education
High School Diploma -
Mountain Pointe High School
01.2012
Skills
- Financial & Insurance Operations (6 years)
- High-Volume Transaction Processing
- Accounts Receivable & General Ledger Management
- Auditing & Compliance
- Microsoft Office Suite (Excel, Word, Outlook)
- Accounting Software: Sagitta, ConceptOne
- Document Management: ImageRight, K2, WordSensa
- Leadership & Team Training
- Problem-Solving & Analytical Thinking
- Time Management & Multitasking
- Interpersonal & Communication Skills
- Adaptability & Accountability
Timeline
Corporate AC A/R Coordinator
USI Insurance
05.2023 - Current
Operations Accounting Specialist - Team Lead
USI Insurance
12.2017 - 04.2023
Operations Specialist – Team Lead
Wells Fargo Insurance Services
06.2015 - 12.2017
High School Diploma -
Mountain Pointe High School
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