CHRYSTAL FOREMAN

• Manage complex premium & billing cases, which may include specific assigned accounts, in accordance with established procedures and guidelines, in a timely manner and meeting departmental quality/production standards while ensuring proper completion including researching deep issues and that the information is in good order
• Reconcile issues with premium & billing to identify more complex root cause and issue resolution
• Completed year-end closing processes with controllers and external auditors.
• Reviewed documents and accounts for discrepancies and resolved variances.
• Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
• Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.

• Responsible for processing quotes and pre-qualifying new business
• Provides support to the sales office with administrative functions across the business
• Develops a comprehensive understanding of product information and guidelines to support brokers with general questions
• Oversaw financial sales to monitor compliance with legal requirements and company policies.
• Follows up and confers with internal stakeholders to support marketing representatives
• Prequalifies potential new business by reviewing and entering information on appropriate system and reviewing underwriting guidelines while maintaining accuracy and quality
• Processes increasingly complex quotes and provides brokers with proposals after applying appropriate quoting parameters, pricing and discounting in accordance with established procedures and guidelines

.

• Prepare complete and accurate tax returns
• Provide IRS audit support.
• Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
• Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
• Prepared tax returns for clients in various industries according to government regulations and requirements.
• Analyzed financial documents to accurately reflect client information on tax returns.

• Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
• Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
• Supported management by processing invoices and documents with consistent on-time delivery.
• Inspected account books and recorded transactions.
• Developed monthly, quarterly and annual profit and loss statements and balance sheets.
• Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
• Tracked financial progress by creating quarterly and yearly balance sheets.