Cathy Stark
Decatur,TX
Summary
Focused, detail-oriented and conscientious Tax Analyst with advanced understanding of Surplus Lines regulations and standards. Reviews large volumes of physical and digital data to assess accuracy and integrity of provided information while meeting tight deadlines. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Administrative Accounting Manager/Commercial Lines Underwriting Assistant
Patriot National Underwriters, Inc.
01.2017 - 07.2024
- Conducted research on different tax issues and remained up to date on tax law changes.
- Assisted with state tax audits, including preparing responses and communicating with tax authorities.
- Identified tax-related issues and addressed with management team, suggesting methods for improvement and resolution to the state.
- Educated Branch personnel on complex tax issues by explaining details in understandable terms.
- Communicated with taxing jurisdictions regarding tax notices.
- Answered questions from Branch Personnel and assisted individuals with completing tax forms.
- Reviewed historical Surplus lines data to check compliance with internal and regulatory standards.
- Problem-solved accounts payable questions on pending invoices.
- Handled high-volume tax filings processing with minimal supervision.
- Worked closely with department personnel to produce accurate and timely filings.
- Supported senior leadership with any reports needed and advising on issues that arise for quick resolution.
- Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports.
- Ensured compliance with tax regulations by preparing accurate federal, state, and local tax filings on time.
- Provided prompt customer service to agents, brokers, and insureds, resolving issues quickly and professionally.
- Enhanced overall productivity by maintaining organized files and ensuring accurate record-keeping for all accounts.
- Negotiated with agents and brokers to secure preferred terms for clients, leading to increased satisfaction and repeat business.
- Delivered exceptional support to underwriters during peak periods, enabling the team to meet deadlines and sustain a high-quality output.
- Increased accuracy in premium calculations through meticulous attention to detail when reviewing policy applications and endorsements.
- Ensured timely completion of policy renewals, contributing to higher client retention rates.
- Reduced errors in policy documentation by thoroughly reviewing forms before submission to underwriters for approval.
- Collaborated with other professionals to develop innovative underwriting solutions.
Office Administrator
Casualty Market Specialists. Inc.
07.1994 - 12.2015
- Reconciled monthly statements and transactions to keep records accurate and current.
- Assisted with month-end and year-end closings to support accounting system accuracy.
- Problem-solved accounts payable questions on behalf of internal team members, management and Carriers.
- Prepared and updated Agent and Company files, including tax and insurance information.
- Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
- Supported senior leadership by producing month-end closing reports and advising on remittance for quick resolution.
- Process and print check payment to Carriers.
- Mail out payments to Carriers.
- Ensured timely payments for all invoices, maintaining strong relationships with Agents and Companies.
- Contributed to year-end closing process by ensuring all outstanding payables were accurately recorded and settled promptly.
- Facilitated dispute resolution between companies regarding payment issues or discrepancies in invoicing.
- Generated invoices upon receipt of billing information and tracked collection progress.
Education
High School Diploma -
Richland High School
North Richland Hills, TX05.1984
Skills
- Multi-state tax review
- Regulations and compliance
- Proficient in Applied EPIC, OPTINS, SLAS, & SLIP
- Verbal and written communication
- Account Reconciliation
- Tax filings and compliance
- Quickbooks and Freshbooks
- Account reconciliation
- Flexible
- Troubleshooting
- Critical thinking
- Active listening
- Auditing
- Customer relations
- Cash Flow Management
- AP and AR management
- Payment Collection
- Invoicing
Certification
- Licensed General Lines Agent P&C - 2002 - 2025
Timeline
Administrative Accounting Manager/Commercial Lines Underwriting Assistant
Patriot National Underwriters, Inc.
01.2017 - 07.2024
Office Administrator
Casualty Market Specialists. Inc.
07.1994 - 12.2015
High School Diploma -
Richland High School
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