Work Preference

Summary

Overview

Work History

Education

Skills

Section name

Timeline

Open To Work

Sophia Bakare

McKinney

Work Preference

Job Search Status

Open to work

Desired start date: Immediately

Desired Job Title

Insurance Accounting Specialist (Commissions & Reconciliation)Commission SpecialistAccounts Receivable ClerkAccounts Payable and Receivable ClerkAccounts Payable Clerk

Work Type

Full TimePart TimeGig WorkContract WorkSeasonal Work

Location Preference

Remote

Salary Range

45000/yr - 200000/yr

Important To Me

Paid time offWork from home optionFlexible work hoursCompany CultureWork-life balanceHealthcare benefits401k matchPaid sick leavePersonal development programsCareer advancement4-day work week

Summary

Detail-oriented operations professional with 3+ years of experience supporting high-volume reconciliation and processing workflows, including reviewing payment detail files, posting receipts, resolving discrepancies, and coordinating with external partners to ensure timely and accurate results. Skilled in Salesforce, Workday, Excel (VLOOKUP, Pivot Tables), documentation, and process improvement. Seeking a remote Benefits & Leave Operations role where I can support excellent employee service, accurate program data, and strong vendor partnerships.

Experienced with financial analysis, reporting, and compliance. Utilizes accounting software effectively to enhance financial accuracy and streamline processes. Track record of maintaining precise financial records and ensuring adherence to regulatory standards.

Overview

years of professional experience

Work History

Insurance Accounting Specialist (Commissions & Reconciliation)

CRC BENEFITS

08.2021 - Current

Reconcile system receipts against carrier receipts and investigate variances to resolution.
Retrieve, decrypt, and format carrier payment detail files to support accurate processing and reporting.
Post cash receipts through carrier payment detail uploads within the revenue system.
Communicate with external partners (brokers/carriers) to resolve payment discrepancies and provide timely status updates.
Prepared carrier statements in Excel (validation, formatting, tracking) before uploading into AMS software to improve data accuracy and processing timeliness.
Process broker commission payments and overrides by setting up split arrangements as needed.
Calculate and verify commissions and override percentages to ensure correct payout results.
Process broker/carrier chargebacks and levies, ensuring proper adjustments and documentation.
Create required RTMs to ensure carrier payments are processed accurately within the revenue system.
Created and maintained SOPs for newly assigned carriers, documenting workflow steps and updates to support consistent and compliant processing.
Identified and implemented process improvements to reduce manual steps while improving turnaround time and statement accuracy.
Developed and documented the SOP for the Carrier Connect AI tool, improving consistency in usage and reducing manual effort across daily workflows.
Supported onboarding and training for new team members and assisted offshore teams with daily processing questions to maintain accuracy and timeliness.
Used Workday to review benefit elections and complete personal benefits enrollment actions, ensuring accurate self-service updates were submitted on time.

Trade Deduction Specialist

PrideStaff / Keurig Dr Pepper

06.2020 - 03.2021

Researched and resolved customer deductions with a strong focus on accurate financial reporting and timely completion.
Audited deduction settlements to ensure alignment with established trade spend policies and documentation standards.
Ensured all supporting documentation was complete and sufficient to classify expenses or recollect invalid deductions.
Partnered with cross-functional teams (Sales, Compliance) to gather missing information and resolve open items.
Prepared monthly reporting to summarize results, trends, and recurring deduction drivers.
Analyzed deductions to identify root causes and reduce repeat issues through process improvements.

Lopes Pre-Evaluation Specialist

Grand Canyon Education

02.2019 - 03.2020

Processed student pre-evaluations and transfer credit documentation with accuracy and strong attention to detail.
Managed high-volume requests while meeting service response time expectations.
Responded to inquiries, provided documentation support, and maintained accurate records in internal systems.