Casey Morejon
Tampa
Summary
Dedicated and hardworking professional with a strong work ethic and commitment to delivering exceptional results. Highly reliable and adaptable, always prepared to meet changing needs and eager to expand knowledge and skills. Brings valuable expertise in financial reporting, reconciliations, and processing. Recognized for effective teamwork and adaptability, consistently contributing to successful outcomes. Strong communicator who prioritizes compliance and continuously seeks opportunities for process improvement.
Overview
13
13
years of professional experience
Work History
Staff Accountant
Bridge Specialty Insurance Brokers
10.2021 - Current
- Handled day-to-day accounting processes to drive financial accuracy.
- Bank reconciliations & financial reporting, including month end reports
- Receivable duties, such as posting incoming checks, wires, and credit transactions for both accrual and cash basis accounts
- Payable duties, including payments to carriers, reviewing statements and reconciling internal reports and books
- Refunds & Commission payments to retail agents
- Correspond with Brokers, Agents & Carriers via phone, and email to respond to questions
Cancellation Team Leader
Morstan General Agency
01.2020 - 10.2021
- Reviewed, delegated & monitored 5 mailboxes and assigned work accordingly
- Issued cancellation notices, endorsements & reinstatements
- Processed carrier issued cancellation notices & cancellation endorsements
- Correspond with carriers & agents via phone & email to respond to questions, investigate and resolve issues & followed up on outstanding items for past due
- Maintained responsibilities for overseeing complex cases and escalations
- Monitored & approved time cards, conducted performance reviews, initiated training
Direct Bill Processor
Morstan General Agency
01.2017 - 12.2019
- Posted direct bill commissions payments
- Invoiced & reviewed direct bill policies
- Installment revenue recognition spreadsheet
- Workers comp revenue recognition
- Producer maintenance
- Be an effective back up to my supervisor to assist in anything needed
Cancellations Processor
Morstan General Agency
11.2016 - 12.2016
- Review accounts for past due balances and contact brokers for payments
- Process underwriting request for cancellation
- Review policies and type official notices
- Handling spread sheets for various projects
- Receptionist back up for daily breaks
- Answer heavy phones and assists both brokers and insureds
- Filing paperwork and mail
Accounting Clerk
Westbury Toyota and Scion
05.2012 - 01.2016
- Recorded and prepared bank deposits for all departments
- Calculated all finances
- Posted swap and wholesale vehicles into accounting records
- Monitored and recorded daily bank report
- Recorded and stocked inventory of all vehicles
- Copied, faxed, and handled financial correspondences
- Oversaw all credit card transactions and disputes
Education
High School -
Hicksville High School
Hicksville, NY06.2008
Skills
- Microsoft Office
- Leadership Development
- Team Building
- Customer Service
- Bank reconciliation
- Accounts payable / invoice coding
- Monthly journal entries
- Accounts receivable management
Timeline
Staff Accountant
Bridge Specialty Insurance Brokers
10.2021 - Current
Cancellation Team Leader
Morstan General Agency
01.2020 - 10.2021
Direct Bill Processor
Morstan General Agency
01.2017 - 12.2019
Cancellations Processor
Morstan General Agency
11.2016 - 12.2016
Accounting Clerk
Westbury Toyota and Scion
05.2012 - 01.2016
High School -
Hicksville High School
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