Highly analytical, result-driven business professional with 15 years of experience in various Insurance Industry departments skilled at working quickly and accurately to drive success. Proficient in Excel and attentive to detail
Overview
17
17
years of professional experience
Work History
Accountant II
Utica National Insurance Group
04.2023 - Current
Implement Oracle based accounting functions and conducting detailed analysis related to the general ledger.
Prepare audit materials for both internal and external auditors to play a key role in the coordination of annual and statutory audits.
Identify and resolve account discrepancies independently to drive informed financial decisions.
Ensure strict adherence to all relevant accounting and statutory accounting principles.
Assist in preparing cash flow reconciliations and financial reports.
Train junior team members on the team
Team up with Accounts Receivable and Account Payable departments on monthly accruals, identifying, investigating, and resolving any issues, errors, or differences that arise.
Accurately balance monthly premium entries in the ledger and complete various allocations as needed.
Handle day-to-day accounting processes to drive financial accuracy.
Accountant I
Utica National Insurance Group
11.2021 - 04.2023
Handle day-to-day accounting processes to drive financial accuracy.
Team up with Accounts Receivable and Accounts Payable departments on monthly accruals, investigating and resolving any processing errors, issues, or differences that arise.
Assist in the preparation of quarterly and yearly financial reports and NAIC filings.
Accurately handle state premium reporting to various state agencies and outside sources.
Lead timely account reconciliations leveraging strong analytical skills
Prepare journal entries and implement Oracle-based accounting functions
Commercial Rating Specialist
Utica National Insurance Group
09.2015 - 11.2021
Accurately process commercial new business applications to provide quotes with different options in a timely manner
Quickly process all commercial renewal business to quote and issue according to directions and guidelines
Re-quote any new business or renewal applications as requested by underwriters
Keep workflow steady and on time per company requests and guidelines
Communicate with underwriters and agents regarding business quotes and policies
Have up to date knowledge of changing guidelines and regulations and applying it to ensure quotes given were always accurate
Provide training to other team members
Work well in a team setting
Assist in programming new software by testing, analyzing results, and relaying the information to programming professionals
Collaborating with programming professionals to problem solve, trouble shoot, and address new software issues and assist in coming up with solutions.
Commercial Rater/Coder
Utica National Insurance Group
03.2011 - 01.2014
Accurately process commercial new business applications to provide quotes with different options in a timely manner
Quickly process all commercial renewal business to quote and issue according to directions and guidelines
Re-quote any new business or renewal applications as requested by underwriters
Keep workflow steady and on time per company requests and guidelines
Communicate with underwriters and agents regarding business quotes and policies
Have up to date knowledge of changing guidelines and regulations and applying it to ensure quotes given were always accurate
Provide training to other team members
Work well in a team setting
Accounting Specialist
Northern Safety Company
11.2010 - 03.2011
Assist in the Accounts Receivable area with the daily workflow, goals and initiatives
Take phone calls regarding customer inquiries of payment
Process customer payments from checks, credit cards, money orders and EFTs
Accurately post customer payments to correct customer account invoices in system
Follow up on credit memos, returns, and customer invoices
Assist in the Accounts Payable area with daily workflow, goals and initiatives
Process refund checks for customers
Administrative Assistant
Utica National Insurance Group
02.2010 - 11.2010
Efficiently make recommendations for purchase of supplies and equipment
Accurately maintain budget and expense account records, financial records, and confidential files
Schedule appointments and meetings and maintain calendars
Arrange business travel itineraries and coordinate departmental travel requirements
Prepare analysis and assist with departmental initiatives and objectives
Research and coordinate information and supporting data in preparation for meetings, work projects and reports
Correlate and edit materials submitted by others and organize material to be presented
Receive and assist telephone callers and refer them to appropriate person
Accurately process financial records and accounts payable invoices
Clerk / Typist
Utica National Insurance Group
11.2006 - 02.2010
Accurately process financial records and accounts payable invoices
Process Risk Management reports in a timely manner and upload information into the system
Compose letters and recommendations to insured regarding Risk Management reports
Handle incoming mail and documents, determine routing, and maintain follow up
Prepare analysis and assist with department initiatives and objectives, including technical support and report generation
Maintain filing and record management systems and other office flow procedures
In an organized manner
Receive and assist telephone callers and refer them to appropriate person
Filled in for Risk Management Administrative Assistant for three months and performed all of her job duties independently
Education
Bachelors of Science Degree - Accounting
University of Phoenix
08.2012
Associate of Arts - Accounting
Axia College of University of Phoenix
02.2010
High Honors
Remsen Junior Senior High School
2006
Skills
Exceptional analytical skills
Meticulous attention to detail
Promptly learns new concepts and can easily adapt to changes
Positive and professional attitude with outstanding written and verbal communication skills