Ghezelle Zoe Hynes
Summary
Motivated insurance professional with experience in customer service and relationships. Strong communication and interpersonal skills with excellent time management and problem-solving experience.
Overview
11
11
years of professional experience
Work History
Audit Associate - Insurance Dept.
RH CPA's PLLC
11.2022 - 07.2023
- Prepared and filed working papers, reports and supporting documentation for audit findings.
- Performed extensive assessments and tests of assets, liabilities, and equity to verify accuracy in financial reports.
- Identified and documented audit misstatements and assessed them individually and cumulatively against calculated materiality for presentation to Audit managers.
- Assisted with the preparation of client's audited financial statements.
Account Manager
Lockton Companies
01.2017 - 07.2021
- Serviced designated book of business including 40 clients for insurance placement, marketing, claims, and administration needs.
- Issued, processed, and distributed client invoices, including premium finance quotes and tax filings.
- Audited insurance quotes, policy binders, policies, and endorsements for accuracy.
- Corresponded daily with clients, carriers, and internal account team to address inquiries and resolve challenges in a timely matter.
- Supported implementation of new lines of insurance coverage by setting up client accounts, collecting documentation, and reviewing plan details with the client and carrier.
- Responsible for generating and presenting all presentation materials for meetings utilizing PowerPoint, Excel, and Word.
Assistant Account Manager /Claims Administrator
Lockton Companies
01.2013 - 01.2017
- Prepared and distributed all premium invoices to client, in addition to tracking payments and resolving client questions or issues.
- Created and distributed insurance renewal documentation including: Policy Binders, Certificates of Insurance, Auto ID cards, and Workers Compensation Posting Notices.
- Ordered client claim loss runs and prepared loss reports for all presentations.
- Responsible for all initial policy audits and reported discrepancies to the Account Team.
- Used data management system “ImageRight” to set up client information, renew policies, and prepare Acord applications and other client data.
- Customized over 50 insurance claim reports monthly and presented statistical presentations for clients and internal risk control department.
- Set up clients in RMIS system to access online carrier information and facilitated technical issues.
Accountant
Frazer Ltd
02.2012 - 01.2013
- Managed 251 Vendor accounts by preparing and processing accounts payable checks, wire transfers and ACH payments
- Received and verified invoices and requisitions for goods and services
- Prepared batches of invoices for data entry into QuickBooks
- Corresponded and negotiated with vendors on invoice issues
- Developed monthly/quarterly analysis of vendor accounts
- Coordinated daily with the Purchasing Department to resolve invoice discrepancies
- Maintained and organized vendor accounts through filing and general administrative tasks
Education
BBA - Finance
University of Houston
Houston, TX12.2011
Skills
- Microsoft Office
- Client Rapport-Building
- Financial Statements
- Account Reconciliation Processes
- Accounts Receivable Expertise
- Auditing Proficiency
Timeline
Audit Associate - Insurance Dept.
RH CPA's PLLC
11.2022 - 07.2023
Account Manager
Lockton Companies
01.2017 - 07.2021
Assistant Account Manager /Claims Administrator
Lockton Companies
01.2013 - 01.2017
Accountant
Frazer Ltd
02.2012 - 01.2013
BBA - Finance
University of Houston
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