Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

MARK S. LEE

Accounting, Health Insurance, Marketing
Dallas,TX

Summary

An accounting/financial analyst professional with 25+ years of experience in utilizing knowledge and skills of general accounting tasks such as month end close process, account reconciliations, accounts payable and journal entries. In addition, possesses the ability to research, track and assist healthcare clients by processing and correcting journal entries according to HCSC policies and procedures.

Overview

25
25
years of professional experience

Work History

Accountant I - Hybrid

HEALTH CARE SERVICE CORPORATION
12.2014 - 11.2023
  • Responsible for reviewing and verifying the billing information and setting up new accounts to meet client requirements and support billing
  • Prepared worksheet ledgers, database entries and custom formats needed to support billing
  • Reviewed and processed weekly and monthly bills and settlement statements
  • Balanced financial spreadsheets daily for 24 bank accounts across all five states in HCSC service area
  • Tracked payments and escalated collection on delinquencies
  • Monitored, researched, and corrected any problems and discrepancies to clear exception reports
  • Maintained a competent level of knowledge of assigned accounts to prepare bank deposits, general ledger postings and statements for Cash Balancing and Control and seek opportunities to make improvements of procedures and systems

Group Specialist, Small Groups

HEALTH CARE SERVICE CORPORATION
05.2010 - 12.2014
  • Responsible for reviewing documents for new business and renewal contracts
  • Reviewed and approved legal documents for accuracy and completeness
  • Coordinated new group file with Underwriting for rating and acceptance in a timely manner to avoid penalties
  • Led verbal discussions using relationship-building skills with brokers, salespersons, and underwriters to offer competitive rates for HCSC products and provide consistent, quality customer service
  • Assisted with providing updated data for yearly insurance renewals and applied current departmental guidelines and procedures to all renewals for audit purposes

Customer Care Call Center

HEALTH CARE SERVICE CORPORATION
08.1998 - 05.2010
  • Responsible for the intake of customer calls for all five states and providing excellent customer service
  • Provided excellent customer service when responding to telephone and written inquiries from medical providers and subscribers to establish precertification
  • Advised callers of medical insurance normal business practices and procedures to help ensure they understand the precertification process
  • Applied current departmental guidelines and procedures as set by NCQA standard to ensure quality of payment processing and reporting within assigned deadlines to avoid penalties

Education

Associate of Arts - Accounting

Bryant And Stratton College
Chicago, IL
01-1988

Skills

  • Financial Analysis
  • Problem solver
  • Customer service
  • Oral & Written Communication skills
  • Relationship Building
  • Microsoft Office proficiency
  • Accounts Payable and Receivable
  • Invoice balancing
  • Customer relations
  • Data inputting
  • Superior attention to detail

Interests

Writing articles for department newsletter

Volunteer work

Timeline

Accountant I - Hybrid

HEALTH CARE SERVICE CORPORATION
12.2014 - 11.2023

Group Specialist, Small Groups

HEALTH CARE SERVICE CORPORATION
05.2010 - 12.2014

Customer Care Call Center

HEALTH CARE SERVICE CORPORATION
08.1998 - 05.2010

Associate of Arts - Accounting

Bryant And Stratton College
MARK S. LEEAccounting, Health Insurance, Marketing