JONATHAN ADLER
Boynton Beach,FL
Summary
Professional with positive attitude; experienced in full cycle accounting, auditing, underwriting and insurance. Results driven team player, with State Government experience. Natural multi-tasker, diverse background; coachable, fast learner. Salesforce, Excel, Teams/Office, Quickbooks, Netsuite, Slack, Zuora + more. Experience working remotely.
Overview
12
12
years of professional experience
1
1
Certification
Work History
MEMBER SERVICES SPECIALIST
US Law Shield
01.2022 - 01.2023
- Remote contact center, enterprise level customer service oriented setting
- Engage empathy and debt collection techniques to be singularly responsible, as a licenced property casualty agent, to contact consumers with past due accounts in states where it was necessary to have a licenced agent manage such accounts.
AGENT IN CHARGE
Kohn-Adler Bohlen, LLC
01.2016 - 01.2022
- Underwriting Commercial and Personal Lines of Property and Casualty Insurance
- Organizing onsite Workers Compensation audits through the National Council of Compensation Insurance
- Handling full cycle accounting for the agency including invoicing, receivables, and financial reporting.
CONTACT TRACER
Florida Department of Health
01.2020 - 01.2021
- Contact Tracing for the Florida Department of Health's Covid-19 Pandemic Response program
- Working remotely, auditing and investigating reported cases of Covid-19; entering, updating and reviewing data in the Merlin Database System
- Keeping strict compliance with HIPAA, State and Federal regulations regarding the Standards for Privacy of Individually Identifiable Health Information.
INDEPENDENT AGENT - MEDICARE SOLUTIONS
United Healthcare Group
01.2011 - 01.2016
- Team member of United Healthcare's Medicare Solutions Agents
- Working inside the parameters set forth by the Centers for Medicare and Medicaid Services, rules and regulations regarding ethics and compliance
- Tasked with both marketing and direct consumer enrollments during the Annual Enrollment Period, as well as throughout the rest of the year.
Education
Ph.D. - Organization And Management
Liberty University
Lynchburg, VA04.2027
Master of Science - Accounting and Finance
SOUTHERN NEW HAMPSHIRE UNIVERSITY
Manchester, NH10.2021
Bachelor of Science - Business with a Specialization in Industrial Psychology
SOUTHERN NEW HAMPSHIRE UNIVERSITY
Manchester10.2019
Skills
- Attention to Detail
- Financial Reporting
- Bank reconciliation
- Risk and Insurance
- Contact Tracing
- Database Entry
- Independent Judgment
- Auditing and Investigation
- Financial Analysis
- Subrogation and Receivables
- Consultative sales
- Mathematics
- Top level written communication
- Time/Payroll Management
- Problem-Solving
- Quality assurance
- Analytical thinking
- Attention to detail
- Accounts Receivable
- Accounts Payable
- SOX Compliance
- General Ledger Management
- Journal Entries
- Bank Reconciliation
- Auditing Procedures
- Nonprofit Accounting
- GAAP Compliance
- Debt Collection
- Property Insurance
- Business Planning
- Negotiation
- Life Insurance
- Policy Writing
- Regulatory Compliance
- Client Needs Analysis
- Policy Knowledge
- Risk Mitigation
- Active Listening
- Interpersonal Communication
- Time Management
- Problem Solving
- Empathy and Compassion
- Stress Management
- Adaptability and Flexibility
- Professionalism and Ethics
- Negotiation Abilities
- Organizational Skills
- Teamwork and Collaboration
- Conflict Resolution
- Customer Billing
- Financial Due Diligence
- HIPAA Compliance
- Persuasive Negotiation
Certification
- 2-20, FLORIDA GENERAL LINES PROPERTY CASUALTY
- 2-15, FLORIDA LIFE, HEALTH, AND VARIABLE ANNUITY, AL, AZ, AR, CA, DE, DC, HI, IL, IN, IA, LA, MA, MI, MN, MS, MT, NE, NV, NM, NC, OR, SD, TN, UT, VT, WA, WI, WY
Timeline
MEMBER SERVICES SPECIALIST
US Law Shield
01.2022 - 01.2023
CONTACT TRACER
Florida Department of Health
01.2020 - 01.2021
AGENT IN CHARGE
Kohn-Adler Bohlen, LLC
01.2016 - 01.2022
INDEPENDENT AGENT - MEDICARE SOLUTIONS
United Healthcare Group
01.2011 - 01.2016
Ph.D. - Organization And Management
Liberty University
Master of Science - Accounting and Finance
SOUTHERN NEW HAMPSHIRE UNIVERSITY
Bachelor of Science - Business with a Specialization in Industrial Psychology
SOUTHERN NEW HAMPSHIRE UNIVERSITY
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