Heather Morgan
Magnolia,TX
Summary
A detailed-oriented professional with a diversified and solid career characterized by a broad range of experience in Finance and Accounting. Able to learn new information and procedures quickly. Adept in time management to efficiently manage multiple tasks and deadlines. Dependable and highly motivated with a results-driven demeanor.
Overview
22
22
years of professional experience
Work History
Technical Assistance Specialist
CRC Insurance
06.2022 - Current
- Created and updated records and files to maintain document compliance.
- Clear submissions and onboard new clients into the companies Agency Management System
- Prepare client packages for Surplus Line Filings and submission to the Compliance Dept.
- Manage communications and expectation multiple active agents
- Generating brokerage polices for new and existing clients
- Requesting loss runs to determine claims or losses for sets of policies
- Send premium finance acknowledgment letters to finance companies
- Process renewal letters
- Follow up with carriers for policies.
- Reported to senior management on organizational performance and progress toward goals.
Technical Assistance
Amwins Insurance Brokerage
01.2019 - 06.2022
- Clear submissions in Agency Management System
- Send premium finance acknowledgment letters to finance companies
- Process renewal letters
- Follow up with carriers for policies
- Prepare Surplus Lines Filings for the Compliance Dept
- Process premium finance notifications
- Order loss runs for renewals upon request and forward
- Handle claim reporting and follow up on existing claims in accordance with State and guidelines
- Send brokerage policies to agent
Office Manager
Racca Solutions Group
11.2017 - 02.2018
- Oversee all aspects of the physical office - general office upkeep, scheduling building and equipment maintenance
- Reconcile bank accounts, cash application, company credit cards
- Manage insurance providers and collection of insurance information/claims as required
- Review cash collections and client cash calls
- Coordinate all expenses for coding in project management software
- Prepare client invoicing in ERP System
- Manage payroll, benefits and 401k
- Responsible for project calendar
- Process and schedule travel and reimbursements
- Assist the President and Vice Presidents.
Financial Manager
MD Anderson Cancer Center
01.2005 - 04.2017
- Responsible for overseeing four office locations and managing FTE's
- Manage all financial/accounting operations and records for fund accounts reporting directly to the Director, including the reconciliation of all financial records to the monthly status of fund account reports to ensure internal audit compliance
- Prepare and implement productivity metrics for the department business/strategic plan, pricing of services/supplies and other financial reports required for reporting purposes
- Oversee all budgetary activities to ensure compliance
- Forecast and prepare the departmental budget and maintain a 5% variance by expense category
- Monitor purchasing, award official agreements to vendors and exclusive justification requests and report budget justifications monthly
- Assess departmental risk-assessments on an annual basis
- Manage the coordination of developing and implementing information systems for the department including monthly customer revenue cycle billing, IDT, invoicing and collections
- Review processes to recommend improvements for systems, the internal control structure of the department and coordinate action items to implement changes
- Monitor departmental inventory and coordinate with Property Controllers to establish systems for maintaining controls for departmental inventory transactions
- Serve as Human Resources Coordinator by preparing and processing all personnel transactions and coordinating/resolving personnel issues
- Including but not limited to; merits, benefits, training, mentoring, counseling, development by meeting requirements (16 hours annually) for mandatory/continuing education, promotions, disciplinary actions, hiring and terminations
- Complete performance evaluations on staff by assigning goals, objectives and daily duties
- Provide updates/information on institutional policies/procedures/deadlines and ensure compliance
- Manage all facility requests for 130 conference rooms
- Directly supervise the Administrative Assistants whose duties include but are not limited to; purchasing, billing, collections, timekeeping (Kronos) and ordering office supplies
- Directly supervise the Scheduling and Event Coordinator teams whose duties include but are not limited to scheduling meetings and handling logistics of high profile meetings.
Accounting Specialist
MD Anderson Cancer Center
11.2001 - 12.2005
- Accurately audit and process travel, expense reports and check requests
- Troubleshoot with the employee travel on line system for approximately 1600 travelers
- Conduct training sessions and individuals on the employee travel on line system
- Process and reconcile insurance/patient payments daily
- Reconcile bank statements utilizing Excel
- Report foreign visitor payment and withholding data to payroll
- Enter direct payments (Lawson) and communicate accurate information to departments
- Generate report from Lawson to close and balance batch
- Provide vendor setup information as necessary to MMI
- Identify and resolve payment escalations and issues.
Education
Candidate for B.S. - Management Information Systems - Business Project ManagementPrincipals of AccountingManagerial AccountingBusiness MarketingBasic computer programming
Long Beach State University
AA Degree-Business -
El Camino College
Skills
- Excel
- Pivot Tables
- Word
- Power Point
- Access
- Outlook
- Adobe
- SharePoint
- Lotus Notes
- Quicken
- PeopleSoft
- Resource One
- Lawson
- Kronos
- Versys
- GLXX
- Crystal
- Resource Scheduler
- EMS Scheduler
- Meeting Matrix
Timeline
Technical Assistance Specialist
CRC Insurance
06.2022 - Current
Technical Assistance
Amwins Insurance Brokerage
01.2019 - 06.2022
Office Manager
Racca Solutions Group
11.2017 - 02.2018
Financial Manager
MD Anderson Cancer Center
01.2005 - 04.2017
Accounting Specialist
MD Anderson Cancer Center
11.2001 - 12.2005
Candidate for B.S. - Management Information Systems - Business Project ManagementPrincipals of AccountingManagerial AccountingBusiness MarketingBasic computer programming
Long Beach State University
AA Degree-Business -
El Camino College
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