Detail-oriented Accounting Analyst with well-established accounting knowledge . Superior attention to detail, analysis skills and dedication to customer service.
Overview
12
12
years of professional experience
Work History
Accounting Analyst II
AmWINS Access Insurance Services
San Antonio, Texas
11.2022 - Current
Promoted from Accounting Analyst I to an Accounting Analyst II.
Provided training to new staff on accounting system and procedures.
Researched and resolved issues with payments and invoices.
Managed the collection of past-due payments.
Collaborated with cross-functional teams to provide stronger customer service.
Maintained accurate records of transactions using Amwins accounting software systems.
Provided customer service through email and phone calls to insurance agents and finance companies regarding payments and invoices.
Accounts Receivable Specialist
Worldwide Facilities
San Antonio, TX
08.2022 - 11.2022
Processed and applied checks received from insurance agents and finance companies.
Assisted with the completion of month-end tasks.
Applied online payments into the company's accounting systems.
Handled mail sorting operations.
Premium Finance Specialist
Crown Capital Services
San Antonio, Texas
05.2019 - 08.2022
Managed mail operations.
Processed clients' monthly payments for insurance premiums.
Provided exceptional customer service via phone and in-person interactions.
Generated reports for monthly EFT payments.
Payroll Secretary
Quality Painting
San Antonio, TX
06.2013 - 08.2014
Prepared employee weekly payroll.
Transported materials to jobsites.
Updated monthly calendar for improved planning.
Reorganized office environment and key records to improve operational efficiency.
Vice President | Professional Lines Broker at Amwins Access Insurance ServicesVice President | Professional Lines Broker at Amwins Access Insurance Services