Results-oriented Accountant with 21+ years of experience in the medical professional liability insurance industry. Known for problem-solving, enhancing customer satisfaction, and driving operational improvements. Adept at ensuring team success through meticulous attention to detail and exceptional organizational skills.
Overview
25
25
years of professional experience
Work History
Accountant
The Jacobson Group (Ameritas Life)
Seattle, Washington
01.2023 - 06.2023
Maximized productivity of unclaimed property letter process by implementing accurate address updates, seamless client communication, and timely resolution of inquiries
Emailing letters to the Treasury Operation to replace checks that were not cashed.
Assisted in daily balancing of unclaimed property accounts for various business units.
Demonstrated ability to work independently while following established procedures
Accountant - Investment
The Jacobson Grouop (Ameritas Life)
Seattle, Washington
10.2022 - 12.2022
Executed various accounting tasks within the investment sector.
Recorded journal entries to the general ledger and facilitated monthly closing of the books. Implemented effective balance sheet reconciliation practices. Provided reliable support during audits and exams.
Accountant
Physicians Insurance A Mutual Company
Seattle, WA
10.1998 - 03.2020
Performed general ledger accounting assignments, including billing, customer service, and investment accounting.
Achieved precise and prompt submission of financial statements for SAP, tax, and regulatory reporting
Review and analyze accounting entries posted to general ledger for appropriate recording of assets, liabilities, revenue, expenses, and/or equity
Managed Investment accounting reconciliations while following SAP guidelines for purchase and sale entries
Contributed to the development of robust internal controls for managing payables, receivables, cash, general ledger accounts, payroll and financial reports
Assisted in conducting internal and external audits, as well as year-end footnotes disclosures
Daily customer service calls.
Education
Bachelor of Science - Business / Administration
University of Phoenix
Tukwila, WA
Skills
Financial Analysis
Financial Statements
Balance Sheet
Billing
Payroll
Reconciling
MS Office Suite
MS Dynamics
Oasis
Accounts Receivable/Payable
General Ledger
Investments Accounting
Accomplishments
Employee of the year
Timeline
Accountant
The Jacobson Group (Ameritas Life)
01.2023 - 06.2023
Accountant - Investment
The Jacobson Grouop (Ameritas Life)
10.2022 - 12.2022
Accountant
Physicians Insurance A Mutual Company
10.1998 - 03.2020
Bachelor of Science - Business / Administration
University of Phoenix
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