Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sean Williams

Missouri City,TX

Summary

Insurance professional with strong track record in delivering results and fostering team collaboration. Skilled in client relationship management, policy analysis, and strategic sales planning. Known for adaptability and reliability in meeting changing business needs while maintaining high standards and achieving goals.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Insurance Sales Agent

American Income Life Insurance Company
04.2025 - Current
  • Developed comprehensive insurance plans tailored to client needs and preferences.
  • Educated clients on policy options, coverage details, and claims processes.
  • Cultivated long-term relationships with clients through effective communication and support.
  • Conducted regular policy reviews to ensure optimal coverage and satisfaction levels.
  • Streamlined policy renewal processes for improved efficiency and client retention rates.
  • Building rapport with potential clients through engaging presentations highlighting the advantages of our insurance products.

Accounting Specialist

Lowes, Inc
04.2019 - Current
  • Applied codes to invoices and receipts for organized, searchable records.
  • Investigated daily variances and corrected discrepancies.
  • Reported financial data and updated records in ledgers and journals.
  • Reconciled account information monthly with bank statements.
  • Contacted customers to resolve escalated issues promptly.
  • Processed payments, invoices, journal vouchers, and reimbursements.
  • Maintained organized accounts payable files and records.
  • Monitored accounts receivable and payable for efficient processing.
  • Reviewed GL entries for accuracy and generated updated statements.

Associate Accountant

Houston Methodist
12.2015 - 05.2018
  • Performed general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
  • Managed accounts payable and receivable processes, ensuring timely and accurate financial reporting.
  • Facilitated timely vendor payments through efficient processing of invoices and expense reports.
  • Developed strong working relationships with clients, resolving inquiries related to invoicing or payment discrepancies.

Patient Accounting/Customer Service Supervisor

Houston Methodist Hospital
06.2002 - 12.2015
  • Collected and managed billing for 300+ physicians in a multi-specialty environment.
  • Provided monthly analysis and reports to administration as needed.
  • Supervised daily departmental activities.
  • Handled claims follow-up and resubmittals.
  • Conducted audits of staff assignments, offering feedback and training.
  • Identified and implemented process improvements for organizational profitability.
  • Developed and enforced standards, policies, and mission statements.
  • Maintained effective communication among management, staff, physicians, and patients.

Education

Associates -

Houston Community College
Houston, TX

Skills

  • Effective team leadership
  • Insurance Sales
  • Licensed Insurance Professional
  • Insurance Sales
  • Meticulous attention to detail
  • Excellent communication skills
  • Strong negotiation
  • Client retention
  • Customer retention
  • Adherence to ethical standards
  • Policy customization
  • Customer Billing
  • General ledger
  • Closing processes
  • GL transaction accuracy review
  • Month-end reporting
  • Account reconciliation

Certification

  • Licensed Life, Accident, Health & HMO

Timeline

Insurance Sales Agent

American Income Life Insurance Company
04.2025 - Current

Accounting Specialist

Lowes, Inc
04.2019 - Current

Associate Accountant

Houston Methodist
12.2015 - 05.2018

Patient Accounting/Customer Service Supervisor

Houston Methodist Hospital
06.2002 - 12.2015

Associates -

Houston Community College

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