Donna Weltner
Freeport
Summary
Detailed-oriented Invoice Specialist with over 30 years of experience in billing, accounts payable/receivable, and insurance premium processing. Proven history of ensuring invoice accuracy, maintaining compliance standards, and supporting financial operations with precision. Recognized for streamlining processes, improving workflow efficiency, and training team members on best practices.
Overview
37
37
years of professional experience
Work History
INVOICE SPECIALIST
Acrisure, LLC
Garden City, NY
09.2023 - Current
- Process and verify high volume invoices to ensure accuracy and compliance with company standards.
- Prepare and distribute invoices, adjustments, and credit memos to clients in a timely manner.
- Review billing discrepancies and resolve issues to maintain account accuracy.
- Train and mentor new staff on invoice systems, procedures, and best practices.
- Collaborate cross-functionally to streamline billing workflows and improve efficiency.
ACCOUNTING SPECIALISTS
The Signature B&B Companies dba Acrisure, LLC
Garden City, NY
02.1989 - 09.2023
- Managed premium payables, ensuring accurate and timely payments to insurance carriers.
- Processed and posted premium receivables and client payments.
- Handled insurance premium financing for clients.
- Posted and reconciled all agency commission payments.
- Administered resident and non-resident agency licensing compliance.
- Served as agency download administrator, managing policy downloads from insurance carriers.
- Invoices premiums to clients with high attention to detail and accuracy.
- Maintained organized financial records while meeting daily operational deadlines.
Education
Diploma -
West Hempstead High School
West Hempstead, NY06-1983
Skills
- Invoice processing
- Problem-solving abilities
- Attention to detail
- Organizational skills
- Customer service support
- Teamwork and collaboration
- Multitasking Abilities
- Reliability
- Excellent communication
- Adaptability and flexibility
Timeline
INVOICE SPECIALIST
Acrisure, LLC
09.2023 - Current
ACCOUNTING SPECIALISTS
The Signature B&B Companies dba Acrisure, LLC
02.1989 - 09.2023
Diploma -
West Hempstead High School