Lisa McMaken
Urbana,OH
Summary
Proven Billing Specialist/Senior Payroll Specialist and prior Licensed Insurance Agent with a track record of enhancing financial accuracy and client satisfaction at Woodruff Enterprises Inc. Excelled in utilizing customers changes in updating their billing systems and software, coupled with exceptional records organization, to streamline operations and improve cash flow. Demonstrated strong problem-solving abilities and customer service skills, significantly reducing billing errors and disputes.
Work closely with customers, to include, Gordon Food Service, Dole, Swift, Bob Evans, Tyson, Meijer, Aldi, Kroger.
Experience advising clients on how create retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management.
Overview
24
24
years of professional experience
Work History
Billing Specialist/Senior Payroll Specialist
Woodruff Enterprises Inc
11.2008 - Current
- Researched and resolved billing discrepancies to enable accurate billing.
- Worked with multiple departments to check proper billing information.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Communicate and recover overdue payments from customers, maintaining cash flow and minimizing writeoffs.
- Assisted team in resolving complex billing issues, promoting teamwork and knowledge sharing within the department.
- Reduced errors in financial records by conducting regular audits of billed accounts.
- Contributed to improved financial reporting by reconciling discrepancies between invoiced amounts and actual payments received.
- Responded to customer concerns and questions on daily basis.
- Audited and corrected billing and posting documents for accuracy.
- Utilized various software programs to process customer payments.
- Partnered with benefits administration team to integrate benefit deductions into the payroll system seamlessly.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Adjusted tax withholdings according to employee requests while adhering to federal regulations thus avoiding penalties or fines.
- Ensured compliance with federal and state regulations by staying current on tax laws and filing requirements.
- Implemented time-saving procedures for handling garnishments and deductions, reducing processing errors and improving efficiency.
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
- Collaborated with HR to maintain up-to-date employee records, facilitating accurate paycheck calculations.
- Managed payroll for over 50 specialized and 20 salaried employees, ensuring timely and accurate payments.
- Initiated process improvements that led to faster turnaround times on year-end tax documents such as W-2s or 1099s for employees.
- Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
- Assisted in the implementation of a 2022 HR Bamboo and 2015 McLeod Trucking software/payroll system, leading to increased efficiency and streamlined operations.
- Maintained strict confidentiality regarding sensitive employee information while processing weekly payrolls efficiently.
- Resolved employee pay discrepancies swiftly and professionally, maintaining positive relationships with staff members.
- Identified opportunities for process improvement within the department, resulting in reduced errors and increased overall efficiency in the John Hancock retirement plan.
- Developed strong relationships with financial advisors, partnering together to devise tailored retirement strategies for their clients.
- Trained new team members on company policies and procedures relating to servicing retirement accounts.
- Supported clients during annual enrollment periods by promptly addressing questions and concerns about their retirement options.
- Served as a subject matter expert on company''s proprietary retirement software, assisting colleagues with technical issues or inquiries when needed.
- Provided financial counseling to help clients make informed decisions about their long-term savings strategies.
Licensed Insurance Agent
Brand/Neer/Frantz/Stallsmith Insurance Agency
02.2001 - 11.2008
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using sales techniques.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
- Reduced claim disputes by clearly explaining policy provisions to clients at the time of sale and during policy renewals.
- Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Education
High School Diploma -
Arlington High School, Arlington, OH
Arlington, OH06.1984
Skills
- Billing systems and software
- Insurance Verification
- Invoice Processing
- Claims Processing
- Collections
- Microsoft Excel
- Microsoft Office
- Compliance Monitoring
- Financial Services
- Compliance documentation
- Retirement needs 401K Roth vs Traditional
- Investment planning
- Debt management
Timeline
Billing Specialist/Senior Payroll Specialist
Woodruff Enterprises Inc
11.2008 - Current
Licensed Insurance Agent
Brand/Neer/Frantz/Stallsmith Insurance Agency
02.2001 - 11.2008
High School Diploma -
Arlington High School, Arlington, OH
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