Tracey Hermeling

Assisted IT teams in creating accurate manual statements. Supported investigation of billing errors to verify accuracy of generated statements. Helped identify discrepancies in collections accounts and process endorsements before invoicing.

Collaborated with IT to develop and test documentation for manual account reinvoicing.

Processed disbursements up to $3999.00. Identified discrepancies in accounts with higher disbursement amounts to prevent misallocation after approval by senior personnel.

Achieved recognition for exceptional customer service and teamwork through consistent dedication to exceeding expectations.

Analyzed cash application discrepancies and ensured accurate allocation to correct accounts using provided check and banking information.

Collaborated with agencies and insured to enhance policy tracking efficiency.

• Processed billing inquiries and resolved discrepancies efficiently.
• Managed customer accounts and maintained accurate records within billing system.
• Reviewed and solved account and billing discrepancies.
• Identified, researched, and resolved billing variances to maintain system accuracy and currency.
• Collaborated closely with agents, insureds, accounting, IT, Underwriters, Management and our team to ensure seamless communication and issue resolution.
• Contributed to company revenue growth by identifying potential billing errors and preventing revenue leakage.
• Developed strong relationships with clients, fostering trust and confidence in the company''s billing procedures.
• Enhanced client satisfaction with prompt resolution of billing inquiries and disputes.
• Exceptional customer Service.
• Finding and researching potential Fraud against an insured.
• Finding misapplied payments and working with accounting, insured or agency to apply correctly.
• Being able to disburse money applied to an account up to $2,499.00 without prior approval.
• Breaking down an insureds account to have a detailed report easier to read over an extended period of time.

• Create and design company website. Develop Square point of sale system for small business.
• Determine pricing structure for bakery goods.
• Handle all bookkeeping in QuickBooks.
• Greet customers as they enter the store and provide exceptional customer service, including placing product orders, inventory control, and receiving deliveries.
• Manage wholesale accounts.

• Assisted customers with selecting baked goods, including packaging, and placing orders.
• Assisted with office duties, including inventory control, customer communication, and invoices.
• Baked a variety of allergen-friendly sweet baked goods.

• Promote current products on social media for the brand. Create posters for the company webpage.
• Leader of a small group of representatives for the company, ensuring participation and communication among team members.
• Advertise upcoming product launches.