Maria Piper
Patchogue,NY
Summary
Proven Account Executive and Accounting Bookkeeper with a track record of meticulous attention to detail and problem-solving abilities. At HUB International Insurance Services, enhanced client trust and reduced claim losses, showcasing adaptability and expertise in QuickBooks. Excelled in multitasking, achieving superior financial and customer service outcomes.
Overview
16
16
years of professional experience
Work History
Accounting Bookkeeper
Therm-A-Trom.com
10.2022 - Current
- Maintained and processed invoices, deposits, and money logs.
- Matched purchase orders with invoices and recorded necessary information.
- Reduced errors in financial reporting through meticulous attention to detail and thorough data analysis.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
- Reviewed and processed client electronic payments and check deposits.
- Managed payroll processing, ensuring employees were accurately compensated in a timely manner each pay period.
- Ensured timely vendor payments by effectively managing accounts payable and maintaining strong relationships with suppliers.
- Assisted in the preparation of monthly financial reports, highlighting key performance indicators for management review.
- Enhanced internal controls by regularly reconciling bank statements and verifying transaction accuracy.
- Collaborated with external auditors, facilitating a smooth audit process by providing necessary documentation and addressing inquiries.
- Managed employee leaves of absence, ensuring compliance with applicable laws and maintaining clear communication channels between employees and management.
- Handled on-boarding process for newly hired employees, which included distribution of all paperwork.
- Assisted in the development of workplace policies that effectively addressed issues such as harassment prevention, equal opportunity employment, and workplace safety.
- Streamlined HR processes for increased efficiency by automating manual tasks and introducing new software tools.
- Updated HR database with new employee information, changes in benefits, and other details.
- Managed payroll and timekeeping to track hours and accurately pay employees.
- Educated employees on available benefits options, leading to informed decisions and higher satisfaction levels.
- Processed enrollment paperwork and benefits forms.
- Maintained confidentiality of all employee information.
Account Executive, Licensed Life and Health Broker
HUB International Insurance Services
10.2009 - 10.2018
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Reduced claim losses by applying expert knowledge in identifying potential risks and setting appropriate premiums.
- Enhanced customer trust by ensuring transparent and fair underwriting practices.
- Successfully managed a diverse portfolio of clients across multiple industries while maintaining excellent loss ratios over time.
- Collaborated with agents to develop customized insurance packages, meeting specific client needs.
- Analyzed data to identify trends and predict future insurance needs.
- Established strong relationships with clients, leading to repeat business and positive feedback.
- Handled escalated customer complaints professionally, ensuring prompt resolution and follow-up actions were taken as necessary.
- Coordinated company-wide events to enhance employee morale such as holiday parties, recognition ceremonies, and team outings.
- Managed benefits enrollment by answering questions and aiding employees with login details.
- Administered employee benefits programs and assisted with open enrollment.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
- Negotiated favorable contracts with vendors for cost-effective benefit offerings that supported company objectives.
- Developed strong relationships with carrier representatives to address claims issues effectively while advocating for the best interests of employees.
- Coordinated and managed all aspects of annual benefit plan renewals-ensuring a seamless transition for employees while minimizing disruption to ongoing operations.
- Ensured compliance with federal and state regulations by maintaining accurate records of all benefits-related documentation.
- Coordinated open enrollment events to educate employees on benefit options and encourage informed decision making.
- Developed comprehensive benefits communications materials, resulting in increased employee understanding of available offerings.
- Collaborated with HR team to evaluate and select competitive health, dental, and vision insurance plans for employees.
- Reduced benefits expenses by revamping company plans for dental, life and disability.
Skills
- Self motivated with excellent attention to detail
- Quickbooks
- Data analysis and research
- Problem-solving abilities
- Microsoft Excel
- Microsoft office
- Adaptability and flexibility
- Multitasking Abilities
Timeline
Accounting Bookkeeper
Therm-A-Trom.com
10.2022 - Current
Account Executive, Licensed Life and Health Broker
HUB International Insurance Services
10.2009 - 10.2018
Similar Profiles
KAREN MICHELLE LOPEZ PEREZKAREN MICHELLE LOPEZ PEREZ
Quality Engineer at Therm-X Mexico - Therm-x CaliforniaQuality Engineer at Therm-X Mexico - Therm-x California
Victoria NauseefVictoria Nauseef
Machine Operator at Therm Inc.Machine Operator at Therm Inc.
Alberto TorresAlberto Torres
Network Security Engineer at Therm-XNetwork Security Engineer at Therm-X