Felicia M. Martin
Tempe,AZ
Summary
Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.
Overview
18
18
years of professional experience
Work History
Direct Bill Manager
NFP Property and Casualty
09.2022 - Current
- Proficient in banking systems and requirements
- Maintain and update carrier password library as offices transition into Accounting Center
- Lead the transition of direct bill statement collection and posting process from internal business groups or regions into a centralized environment
- Assist in set up consolidated direct bill lockboxes if deemed necessary
- Monitor, review and reconcile direct bill deposits against receipts in EPIC
- Answering routine/escalated direct bill receipt and carrier statement related problems identified by staff or other business partners
- Identifying and reporting more complex problems to the Manager, Accounting Service Center Property & Casualty
- Prepare monthly detail and summary analysis and/or reports for direct bill cash receipts and carrier commission transactional data and other special analytical projects assigned
- Identify and escalate any request to modify or change established existing direct bill cash receipt processes
- Provide operational accounting support for internal business groups and/or regions as they transition into Accounting Center
- Adapts to carrier changes and promotes process improvement
- Work closely with cash receipts team to identify carrier commissions received but missing statement from carriers – daily
- Create process for identifying and gathering carrier statements sent to local offices or individuals
Accounts Payable Processor
NFP Property and Casualty
12.2021 - 09.2022
- Contribute to the daily operations of the insurance payable department
- Running daily check and ACH pay cycles for assigned carriers
- Reconcile carrier statement (monthly) or individual carrier invoices (daily) against EPIC invoices created in respective regions
- Research discrepancies and partner with region account manager (created EPIC invoice) and or carrier to determine corrective action needed
- Responsible for coding, batching, processing, and disbursing for the insurance payable function
- Process return premium from carriers – verify EPIC invoicing reflects amount returned
- Develop relationship with carrier contacts to ensure open communication and joint resolution process as issues arise
- Work with carriers and regional accounting personnel to resolve payable issues while maintaining effective working relationships
- Utilize NFP systems
- Participate with internal and audit requests
- Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
Billing Supervisor
HUB Group Dedicated
07.2017 - 10.2020
- Managed a team of 7-10 Senior and Billing Administrators
- Ensured KPI and Metric reports for personal performance goals were maintained weekly
- Maintained SOX control audit procedures to ensure we were compliant with in industry standards.
- Ensured all customer invoices were accurate and sent timely to customers
- Established working relationships with customers to maintain customer satisfaction
- Posted million(s) of revenue for weekly financials to be reported to CEO and CFO
- Reconcile for accurate Weekly and Monthly revenue recognition.
- Executed training of new procedures and guidelines within the department, and industry requirements.
- Entered contractual rates for each customer in systems that maintained sensitive Billing information
- Audited contracts and assisted In startups with new customers and site locations and how Billing was going to be executed smoothly
- Managed the closing of payroll and the Payroll Administrators.
- Worked closely with Business Intelligence to maintain and refine audit reports
Senior Billing Administrator
HUB Group Dedicated
11.2007 - 07.2017
- Prepare invoices for revenue and services rendered per established contract guidelines
- Receive and review daily trip sheets (timesheets) and approve all payroll and billing
- Approve and audit freight bills created by dispatching team
- Maintain accurate records and control reports on all financial documents with appropriate supporting material: update internal and external records as needed.
- Communicate current and accurate contractual information to Site Managers
- Work closely with Operations team to ensure customer satisfaction and build relationships
- Resolve payroll and billing issues with site managers and dispatchers.
- Developed SOPs(standard operating procedures) for current and new Billing Administrators
- Helped assist in implementation for training structure and process improvements for new Billing Administrators
Skills
- Microsoft Word
- Team leadership
- Coaching and mentoring
- Excel
- Outlook
- Office
- Dynamix- Great Plains
- Oracle Systems
- Effective communication
- 10-key
References
Available Upon Request
Timeline
Direct Bill Manager
NFP Property and Casualty
09.2022 - Current
Accounts Payable Processor
NFP Property and Casualty
12.2021 - 09.2022
Billing Supervisor
HUB Group Dedicated
07.2017 - 10.2020
Senior Billing Administrator
HUB Group Dedicated
11.2007 - 07.2017