Cindy Wesley
Mesquite,USA
Summary
Premium Group Analyst with over 22 years of extensive experience in premium processing, accounts receivable, and general ledger accounting. Demonstrates a strong ability to handle complex research and date entry tasks, particularly in managing retirees' pension funds. Proficient in process improvement and ACH, with a focus on optimizing efficiency and accuracy in financial operations.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Premium Analyst
TIAA
Plano, TX
04.2018 - Current
- Analyzed complex financial data to improve decision-making processes and research complex issues.
- Managed internal and external withdrawals to ensure efficient operations.
- Resolved intricate payment paperwork issues in a timely manner.
- Coordinated daily email and phone correspondence for effective communication.
Premium Group Analyst
Transamerica Life & Protection
Plano, TX
06.2012 - 04.2018
- Process Mortgage life and disability premiums- AR duties-incoming premiums from Lockboxes, Wires, ACH, etc on a daily basis.
- Process posting to the general ledger and individual accounts at the A/R level to insure payments show on statements monthly. Do journal entries to move money or charge off monies as needed.
- Manage correspondence that arrives daily via emails, phone calls, and mail regarding insurance certificates, cancellations, refunds, changes due to refinancing and all misc correspondence.
- Work with researching payments, that have been lost, or misapplied to insure the accounts are correct and up to date to meet all monthly deadlines.
- Involved in helping to restructure hours to reduce hours by 1000 for the year by helping to automate and find faster more efficient ways of processing workloads.
- Handle the highest amounts of accounts currently with a 108% productivity rating.
Premium Services Accounting Analyst
Sentry Insurance
Stevens Point, WI
04.2003 - 08.2010
- Completed invoices/billings daily regarding payments, special payment plans, correcting billing problems for the Wisconsin Workers Compensation Rating Bureau Assigned Risk policies.
- Processed any checks that arrive daily for posting to accounts.
- Manage correspondence that arrives daily regarding complaints, questions, problems, name/address changes.
- Managed audits/audit corrections regarding retyping invoices, applying credits to the accounts, issuing refund checks.
- Handled collection procedures on accounts by sending collection letters based on amounts due and company policies. Made sure all contact notes were documented and all paperwork compiled for future legal processes as needed.
Co-Owner/manager
The Aquarium
Wisconsin Rapids, WI
02.1985 - 08.2010
- Co-manage retail business that my husband has owned for the past 31 years.
- Manager of second location for 7 years-selling store products, handling customer service problems, ordering products, daily accounting/banking duties, etc.
- Handled all bookwork from payroll, monthly sales tax, payroll taxes, year-end taxes, and W2's.
- Involved in hiring, firing, interviewing, scheduling and training employees.
Regional Accounts Receivable Processor
Superior Services/Onyx N.A
Wisconsin Rapids, WI
10.2001 - 12.2002
- Completed all aspects of daily Accounts Receivable processing for four locations.
- Completed all Lockbox processing for 4 locations and worked closely with the Manager of Treasury in our corporate office to perfect the process and help many other locations by researching lost payments.
- Handle Internet Credit Card processing, cash, checks, on daily basis including all posting to customer's accounts.
- Balance out all four locations weekly to the Cash Receipts Journals and Adjustment Journals, including month end balancing and reports for two area controllers.
Junior Accountant
Ralph Hamel Forestry Products
Vesper, WI
07.2000 - 09.2001
- Responsible for the handling of all book work from Accounts Payable, Accounts Receivable, to monthly billing statements for one of the four company owned business.
- Handled all bank reconciliations for all four businesses monthly.
- Did all matching of bills/pkg slips/purchases orders/etc for the four companies.
- Month end reports for Trucking including fuel usage reports and quarterly fuel usage reporting to production inventories.
- Assist Senior Accountant when needed.
Education
Associates Degree In Insurance - Insurance
Insurance Institute of America
Stevens Point, WIAssociates Degree In Accounting - Accounting
Midstate Technical College
Wisconsin Rapids, WISkills
- Accounting and bank reconciliation
- General ledger management
- Journal entry preparation
- Microsoft Excel, Word, PowerPoint, and Outlook
- Accounts receivable procedures
- Tax liability computation
- Process and procedure review
Certification
Certificate in General Insurance
Additional Information - References
Available upon request.
Personal Information
Authorized To Work: US
Timeline
Premium Analyst
TIAA
04.2018 - Current
Premium Group Analyst
Transamerica Life & Protection
06.2012 - 04.2018
Premium Services Accounting Analyst
Sentry Insurance
04.2003 - 08.2010
Regional Accounts Receivable Processor
Superior Services/Onyx N.A
10.2001 - 12.2002
Junior Accountant
Ralph Hamel Forestry Products
07.2000 - 09.2001
Co-Owner/manager
The Aquarium
02.1985 - 08.2010
Associates Degree In Insurance - Insurance
Insurance Institute of America
Associates Degree In Accounting - Accounting
Midstate Technical College
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