Kelly Andrea
River Falls,WI
Summary
Dynamic corporate accountant with expertise in bank reconciliation and general ledger management at River Valley Mutual Insurance Company. Proven ability to enhance workflow efficiency and compliance through strategic policy implementation and training. Strong customer service skills complemented by a solid foundation in insurance policy evaluation and risk assessment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Corporate Accountant
River Valley Mutual Insurance Company
04.2025 - Current
- Assisted in preparing financial statements and reports for management review.
- Supported month-end closing processes, ensuring timely completion of bank reconciliations.
- Maintained accurate records of financial transactions using accounting software tools.
- Streamlined reconciliation processes, improving efficiency in accounts payable and receivable functions.
Underwriter
River Valley Mutual Insurance Company
01.2024 - Current
- Analyzed insurance applications for risk assessment and underwriting decisions.
- Collaborated with agents to clarify application details and resolve discrepancies.
- Reviewed industry guidelines to ensure compliance in underwriting processes.
Office Manager
River Falls Mutual Insurance Company
08.2009 - 01.2024
- Coordinated office operations to enhance workflow efficiency and support team productivity.
- Developed and implemented office policies to streamline administrative processes and improve compliance.
- Oversaw inventory management, optimizing supply levels and reducing costs through strategic vendor negotiations.
- Trained new staff on office procedures, fostering a collaborative environment and boosting team performance.
- Reconciled bank statements monthly, identifying discrepancies and implementing corrective actions.
- Prepared financial statements and reports for management review, enhancing decision-making processes.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
Education
Associate of Arts - Accounting
Northwood Technical College, FKA Wisconsin Indianhead
New Richmond, Wisconsin05-2009
Skills
- Bank reconciliation
- General ledger management
- Accounts payable and receivable
- Tax Payments
- Customer service
- Insurance policy expertise
- Office administration
- Data entry
- Billing
- Bookkeeping
Certification
- Licensed Insurance Agent - 2018-Present
Timeline
Corporate Accountant
River Valley Mutual Insurance Company
04.2025 - Current
Underwriter
River Valley Mutual Insurance Company
01.2024 - Current
Office Manager
River Falls Mutual Insurance Company
08.2009 - 01.2024
Associate of Arts - Accounting
Northwood Technical College, FKA Wisconsin Indianhead