Gracie Awana
Honolulu,USA
Summary
Results-oriented Premium Accounting Specialist with 7 years of experience in accounting. Quick and eager learner with acute attention to detail and consistent track record of identifying process improvements to drive quality, accuracy and efficiency.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Producer Services Administrator
Pacific Guardian Life
Honolulu, HI
07.2025 - 05.2026
- Administered daily renewal policy tracking and commission processing to uphold accuracy and regulatory compliance for agency and agent operations.
- Oversaw financial transactions to vendors and state entities, facilitating agent background checks and maintaining company compliance.
- Managed invoice tracking and ensured accurate loading into SAP Concur to facilitate monthly financial reporting.
- Executed payroll operations on a monthly basis to ensure timely compensation for employees and agents.
- Oversaw OFAC report generation and review processes to maintain compliance standards for ACH deposits.
- Managed communication channels by answering inquiries from brokers and agents through phone and email.
- Executed detailed analysis and verification processes to align cash balances with corresponding statements.
- Monitored and verified agent licensing to support regulatory adherence in sales activities.
TDI Sr. Administrator
Pacific Guardian Life
Honolulu, HI
06.2023 - 07.2025
- Responsible for the customer service and administration of TDI New Business, Premium/Billing/Payments, and Termination/Reinstatement/Policy Changes.
- Responsible for customer service and operational training and serves as a resource for TDI questions and issues
- Serves as backup for the TDI Admin Manager in all areas needed.
- Ensures the accuracy and timely processing of each workforce of the TDI Administration by reviewing the delinquency reports and the Logic Manager reports, and utilizing other tools to measure key performance indicators.
- Reviews and updates the repository of TDI Administration Policies and Procedures for changes in TDI operations and State laws/regulations
- Provides assistance with New Business a. Reviews New Business applications and supervises on-boarding process into GIAS. b. Assists with processing the Form TDI-62 to the State.
- Provides assistance with Premium/Billing Payments
TDI Premium Accounting Specialist
Pacific Guardian Life
Honolulu, HI
02.2022 - 06.2023
- Primary responsible for processing TDI premium payments via ACH, Lockbox, Street and Portal Payments
- Sending premium statements and reminders for late payments
- Provides exemplary customer service by assisting with phones, emails, and responding to customer requests in a timely manner
- Effectively communicate policy information with the public, agents, and personnel at all levels of organization
- Read and interpret documents such as insurance policies, contracts, and operating instructions
- Calculate TDI premium payments for different billing modes, such as monthlies, quarterlies, and annuals
- Review delinquent reports daily and follow up collections with customers in a timely manner
- Assist in open and sorting TDI department's daily mail including assisting with returned/forwarded mail by calling customers and updating records in the policy administration system
- Cross trained as Policy Service Specialist and responsible for timely processing of terminations, reinstatements, and Policy Service changes and filing such activity with the State of Hawaii's Department of Labor and Industrial Relations
Payments Analyst
Hongkong Shanghai Banking Corporation
MNL, PH
10.2013 - 12.2019
- Analyzed operational performance to identify pain points and provided actionable solutions to management.
- Recommended process and systems improvements such as changes to operations.
- Coached team on company policies, procedures, and best practices to enhance operational efficiency, employee productivity and subsequent decrease labor costs.
- Identified operational and performance issues and worked with managers to resolve concerns.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Created new programs that resulted in increasing productivity and customer satisfaction
- Resolved interpersonal conflicts by listening, finding common ground and building relationships.
- Wrote reports outlining to facilitate management decision making.
- Completed various reports and analyzed each report to decide where improvements could be made.
- Served as liaison between certain departments to implement new improvement plans and changes.
- Processed incoming payment transactions from high profile clients in Hongkong and Singapore.
- Screened authenticity of payment requests by adhering to Anti Money Laundering Act.
- Raised cases for suspicious payment transactions and worked closely with different bank officers.
Education
Bachelor of Arts - Mass Communications
Polytechnic University
Manila, PH06-1999
Skills
- Invoice Processing
- Attention to detail
- Accounts Payable
- Problem-Solving
- Teamwork and Collaboration
- Issue Resolution
- Critical Thinking and Analysis
- Account Reconciliation
- Overseeing Daily Activities
- Processing Checks and Invoices
- Basic Math Communication
- Team Supervision
- Coaching and Mentoring Communication
- Analytical Thinking
- Accounts receivable
- Teamwork
Certification
- Fundamentals of Supervision Series
- January 2024 to Present
- Hawaii Employers Council
Timeline
Producer Services Administrator
Pacific Guardian Life
07.2025 - 05.2026
TDI Sr. Administrator
Pacific Guardian Life
06.2023 - 07.2025
TDI Premium Accounting Specialist
Pacific Guardian Life
02.2022 - 06.2023
Payments Analyst
Hongkong Shanghai Banking Corporation
10.2013 - 12.2019
Bachelor of Arts - Mass Communications
Polytechnic University
Additional Information
Authorized to work in the US for any employer