Donna Weltner
Freeport
Summary
Detail-oriented Invoice Specialist with a strong background in invoice accuracy and compliance. Proven ability to streamline processes and enhance team collaboration.
Overview
37
37
years of professional experience
Work History
Invoice Specialists
Acrisure, LLC
Garden City
09.2023 - Current
- Processed and verified invoices for accuracy and compliance with company standards.
- Trained new staff on invoice management systems and best practices.
- Processed and sent invoices, adjustments, and credit memos to customers.
Accounting
The Signature B&B Companies dba Acrisure, LLC
Garden City
02.1989 - 09.2023
- Completed day-to-day duties accurately and efficiently.
- Premium Payables - Responsible for payments to insurance carriers
- Receivables - Entering of premium payments
- Financing of insurance premiums for clients
- Commissions - posting of all commissions received
- Agency Licensing - Handled all resident and non-resident licensing for the agency
- Agency Download Administrator - Responsible for all policy downloads received by insurance carriers
- Invoicing of premiums to clients
Education
West Hempstead High School
West Hempstead, NY06-1983
Skills
- Invoice management and processing
- Account reconciliation and billing accuracy
- Problem solving and attention to detail
- Effective communication and customer service
- Time management and multitasking
- Team collaboration and engagement
- Payment processing and cash disbursements
- Accounts payable management and cash posting
- Statement processing
Timeline
Invoice Specialists
Acrisure, LLC
09.2023 - Current
Accounting
The Signature B&B Companies dba Acrisure, LLC
02.1989 - 09.2023
West Hempstead High School