Milton Jackson
Houston,TX
Overview
6
6
years of professional experience
Work History
Premium Accounting Representative I
Sage Sure Insurance
Houston, TX
06.2024 - Current
- Implement logic to accurately calculate the net premium refund amount owed to the insured, cross-referencing against pro-rata policy cancellation rules, earned premium, fees, and any prior outstanding balances.
- Generated weekly and monthly reports on pending cancellation volume, common reasons, premium impact analysis, reconciliations, month-end close, and successful reinstatement rates to guide management strategy and process improvements.
- Received and validated back-dated service, processed tickets and journal entries (policy changes, endorsements, cancellations, transfers, disbursements) from internal departments, confirming reasons for delay and necessary policy data.
- Collaborated with underwriters to resolve discrepancies in policy documentation.
- Maintained accurate financial records using accounting software and systems.
- Reviewed and reconciled accounts to ensure compliance with company standards.
- Prepared journal entries to record daily financial transactions and maintained general ledger accounts.
Accounting Clerk
New Era Life Insurance
Houston, TX
05.2022 - 06.2024
- Improved client financial record accuracy through bookkeeping and confirmation of bank account details with policyholders, resulting in a 97% decrease in processing errors.
- Mitigated the risk of policy lapses by proactively identifying and suspending vulnerable accounts, preserving approximately $100,000 in revenue.
- Enhanced financial reporting efficiency, doubling the completion rate of group lists and MS rebills to streamline report generation.
- Processed vendor invoices for timely payment and reconciliation.
- Assisted in preparing monthly financial reports for management review.
- Supported audits by organizing financial documents and records.
- Collaborated with team members to streamline accounting processes.
Remote Customer Service Bank Teller
People’s United Bank
Houston, TX
01.2021 - 05.2022
- Processed transactions and addressed customer inquiries with a high degree of accuracy, achieving a 98% customer satisfaction rating.
- Streamlined issue resolution to reduce average call handling time, managing approximately 35 customer interactions daily.
- Developed dual-screen navigation method to improve user experience.
- Processed customer transactions efficiently using advanced banking software.
- Assisted customers with account inquiries and provided tailored financial solutions.
Education
Bachelor of Science - Business Management
Grambling State University
Grambling, La04-2021
Skills
- Account reconciliation
- Financial reconciliation
- Financial reporting
- Premium account management
- Office 365
- SAP
- ADP
- AWS
- TRUIST
Timeline
Premium Accounting Representative I
Sage Sure Insurance
06.2024 - Current
Accounting Clerk
New Era Life Insurance
05.2022 - 06.2024
Remote Customer Service Bank Teller
People’s United Bank
01.2021 - 05.2022
Bachelor of Science - Business Management
Grambling State University