Jo Eugene
Suitland,MD
Summary
Analytical accountant with accounts payable and receivable expertise, proficient in financial software, focused on streamlining processes and improving cash flow management for increased profitability.
Overview
42
42
years of professional experience
Work History
Group Premium Billing Coordinator
Union Labor Life Insurance Co.
01.2007 - 09.2024
- Process over 500 daily premiums payments
- Analyze application of payments
- Review over 2,000 Premium statements for accuracy
- Make electronic deposit into company bank accounts
- Review monthly Due and Unpaid Reports
- Coordinate and maintain special billing
- Process Premium transaction (Rate Stabilization, Premium Deposit, Refunds)
- Process PPO Vendors using Quickbooks
- Respond to CPA request from Clients auditors
- Provide Customers service for all inquires
- Request annual Split State information
- Set up the month end schedule
- Prepare working documents for SOX
Unit Head
Union Labor Life Insurance Co.
01.1998 - 01.2007
- Make sure all cash is processed by month end
- Verify all billing for DPS, Save RX, Merck and Vendor Payment
- Verify delinquency reports
- Update bank wires transfers to QuickBooks
- Update ACH Debits to QuickBooks
- Update Rate Stabilization Money to premium groups
- Make Premium Transfer
- Process premium refund to clients or vendors
- Mail out and Update Split State Information to AS400
- Verify all cash applied to QuickBooks
- Reconcile accounts 2960, 4125, 4225
- Provide backup for all member in department
- Provide backup for the department in the absence of immediate supervisor/manager
- Maintain supplies for the department and any off site storage
- Any other duties assigned
Senior Billing Clerk
Union Labor Life Insurance Co.
01.1987 - 01.1998
- Updated rates to the group database
- Verified delinquency report and rate stabilization for statistical department
- Refunded moneys due to the policyholder
- Reviewed the due and unpaid accounts
- Checked status for any unpaid money
- Reconciled accounts 2960, 4125, 4225
- Updated lives for any home office groups
- Updated the daily cashbook, the group trade book, and the new group list
- Responded to phone queries from policyholders or sale executives
- Designed and implemented procedural checklist currently used to verify service audit payments, which, by increasing communication, has reduced collection time and effort
- Developed Excel Macros to create group benefit certificates, which saved money and hours of typing
- Created a form and implemented a procedure to record all verbal instructions received from the policyholder or the sales executive, which ensures that the client files contain complete and quality information
Billing Clerk
Union Labor Life Insurance Co.
01.1983 - 01.1987
- Updated rates to the group database
- Applied premiums; sent out monthly premium statements
- Reconciled group accounts
- Answered phone calls from policyholders and sales executives
Education
Bachelor of Science - Accounting
Bowie State University
Bowie, MD05-2022
Skills
- Audit support
- Deadline oriented
- File management
- Data entry proficiency
- Microsoft Word, Excel and PowerPoint
- Account Software
Timeline
Group Premium Billing Coordinator
Union Labor Life Insurance Co.
01.2007 - 09.2024
Unit Head
Union Labor Life Insurance Co.
01.1998 - 01.2007
Senior Billing Clerk
Union Labor Life Insurance Co.
01.1987 - 01.1998
Billing Clerk
Union Labor Life Insurance Co.
01.1983 - 01.1987
Bachelor of Science - Accounting
Bowie State University
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