Natalie Lombardo

- Manage a book of business for 3 agents

- Take clients through the process of applying for Life and Disability Insurance

- Month end duties

- Review financial information from clients

- Work directly with underwriting to streamline each client through the application process

- Adhere to all compliance standards based on licensing records

- Pay close attention to detail ande data entry

- Specifically specializes in Dental Professionals

- Bank reconciliations

-Month end closing (Journal entries, Inventory, Balancing the GL)

- Assisted with payroll

- Monthly, Quarterly, and Yearly Financial Statements

- Credit Card reconciling

-Job Costing

- Adhered to correct and appropriate reporting standards (GAAP)

- Ad Hoc duties as assigned

- ADP Payroll

- Daily and Monthly Billing

- Full A/P A/R cycle

- Expense Reports

- Assisted with payroll