Christine Wadel
North Attleboro,MA
Summary
Dynamic and results-oriented professional with experience in financial management and operations optimization at Brown & Brown Insurance Services, Inc. Excelled in relationship building, achieving cost savings and enhancing operational efficiency. Skilled in AMS360, Applied Epic, Workday and customer service, adept at driving profitability and compliance through strategic analysis and team collaboration.
Overview
27
27
years of professional experience
Work History
Accounting Leader & Business Partner
Brown & Brown Insurance Services, Inc.
12.2020 - Current
- Business partner to two profit centers providing local leadership in areas regarding finance, operations, information technology, and team resources.
- Compile and analyze financial information and present to local, regional, and corporate leaders monthly.
- Establish uniform procedures, and monitor practices to ensure mandatory compliance with government agencies and corporate policies and procedures, including Sarbanes Oxley.
- Evaluate business operations trends and needs to determine areas of cost savings opportunities.
- Review, reconcile, and resolve inconsistencies with accounts payable, accounts receivable, direct bill reconciliation and payroll.
- Managed two budgets and resources, ensuring optimal allocation towards achieving organizational objectives.
- Integral member of cleaning up three systems in our latest acquisition while navigating an audit.
- Manage two busy email inboxes, reconcile 50 direct bill commission statements and upload 60 vendor payable invoices for remittance, Remit agency bill payables for two systems.
Bookkeeper
Amity Insurance Agency, Inc.
03.1998 - 12.2020
- Managed accounts payable and receivable activities, vendor relationships and positive cash flow.
- Responsible for daily bank deposits and maintaining the client check log.
- Filed surplus lines taxes in multiple states (MA, CT, NH, ME, NY, CA, TX, FL, CO, PA).
- Created and maintained broker database with agreements, W9s, E&O certificates and licenses.
- Maintained list of all teammate licenses in multiple states.
- Reconciled all direct bill transactions.
- Provided basic IT services for teammates
- Helped teammates with our acquisition in August of 2020: Sharepoint, Teams, procedures.
- Promoted to Accounting Leader in December 2020.
Assistant Client Account Manager
Amity Insurance Agency, Inc.
03.1998 - 03.2006
- Collaborated with a team to establish a new Lawyers Professional Liability program.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Assisted commercial lines producer with large habitational and hospitality accounts by preparing applications, proposals and quotes.
Education
Bachelor of Science - Environmental Health (School of Public Health)
University of Massachusetts, Amherst
Amherst, MA05-1993
Skills
- Financial Analysis & Reporting
- Budgeting & Forecasting
- Data Analysis & Interpretation
- Operations Management
- Relationship Building
- AMS360, Applied Epic, Workday, Teams, Excel, O365 experience
- Contract Management
- Audit Reporting
- Teamwork & Reliability
- Goal Oriented
- Customer Service
Timeline
Accounting Leader & Business Partner
Brown & Brown Insurance Services, Inc.
12.2020 - Current
Bookkeeper
Amity Insurance Agency, Inc.
03.1998 - 12.2020
Assistant Client Account Manager
Amity Insurance Agency, Inc.
03.1998 - 03.2006
Bachelor of Science - Environmental Health (School of Public Health)
University of Massachusetts, Amherst
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