Livecareer-Resume
Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Highlights
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Accomplishments
Experience
Director Agents Accounts and Financial Accounting, 11/1983 - 12/2014
Clifton Larson Allen Champaign, IL,
  • division of Western and Southern Enterprise, Cincinnati OH - November 1983 to December 2014 Director Agents Accounts and Financial Accounting Daily manage and oversee departmental functions - resolve any inquires for over 2500 active agent and 5000 terminated agents regarding their compensation and/or future earnings productions; Agent 2013 earnings exceeded $75 million. Research and analyze agent commission strategies on new corporate products, involving product development and commission administration implementation. Lafayette Life Subject Matter Expert regarding Accounting, New Business, Product and Claims operations, and policy administration inquiries regarding accounting validation and corrective actions. Oversee agent/agency appointments and ethical business practices - recommend and provide documentation to Lafayette Life Insurance Company Senior Staff and Legal Counsel. Collection of Agent debit balance; recovery exceeded 250K in 2013. Responsibilities:
  • Subject Matter Expert (SME) for administration accounting and commission data base.
  • Direct system development for commission applications, managed development testing and sign-off.
  • Production Implementation Team: Design commission process, define compensation terms - load Plan Description File to mainframe data base, assure proper accounting treatment for all transactions, identify regulatory concerns and compensation communications.
  • Review complex and significant commission/accounting transactions ensuring financial reporting adheres to, Statutory and GAAP accounting practices and Model Audit Rule.
  • Prepare and reconcile agent 1099M tax forms - Fiscal tax year 2013: 2400 forms totaling over 25 million, completed and mailed January 24, 2014.
  • Oversee agents' debit balances and collection activities, garnishments related to federal and state tax levy, child support.
  • Directly report to Chief Financial Officer
  • Indirectly report to Chief Marketing Manager and Field Compensation Manager regarding agent appointment, licensing and contracting, and commission processes
  • Monitor policyholder's and agent activity regarding fraud and conflicts of business practices.
  • Recruit, hire, train and develop staff. Accomplishments:
CFO, 01/2013 - 01/2013
, , acclimatize to commission and accounting processes and daily responsibilities of departments regarding agent appointments and business practices. Skill: 31 year's experience working in accounting and insurance practices. Managed 4 to 6 associates, with a departmental budget of 300K. Hard and energetic employee, always exceeding managements expecting regarding job performance. Strong customer service skills, insurance accounting, financial reporting, efficient excel spreadsheet and word pro documents.
Marketing staff and Lafayette Life senior staff, 01/2011 - 01/2011
NA City, STATE, Transition from Lafayette IN to Cincinnati OH; Trained and developed 3 new associates without service disruption to: agency field force, policy owners, Accounting Operation, Insurance Operation, Marketing staff and Lafayette Life senior staff.
Liaison to enterprise, 01/2011 - 01/2011
Insurance Operation , ,
  • regarding policy accounting transaction and financial reporting accuracy to Statutory and GAAP accounting practice and adheres to Model Audit Rules.
  • 2012 LLIC chart of account conversion to EAS accounting system.
  • June 2012, implemented and converted new annuity commission rate table within 90 days of introduction.
Education
Bachelor of Business Administration: OFFICE MANAGEMENT, Expected in
-
INDIANA WESLEYN UNIVERSITY - ,
GPA:
INDIANA WESLEYN UNIVERSITY Bachelor of Business Administration Degree, May 1987 LIFE OFFICE MANAGEMENT ASSOCIATION
: Management, Expected in
-
IVY TECH COLLEGE - ,
GPA:
Fellow Life Management Institute Designation, July 1986 IVY TECH COLLEGE
Associates: Accounting, Expected in
-
- ,
GPA:
Associates Degree in Accounting, February 1984
Certifications
Fellow Life Management Institute
Professional Affiliations
LIFE OFFICE MANAGEMENT ASSOCIATION
Skills
Accounting, Audit, Financial Reporting, Gaap, Gaap Accounting, Marketing, Accounts And, Claims, Collection, Compensation, Documentation, File, Financial Accounting, Garnishments, Legal Counsel, Mainframe, Million, Operations, Product Development, Sme, State Tax, Subject Matter Expert, System Development, Testing, Transmissions, And Accounting, Budget, Customer Service, Energetic, Excel, Receptionist, Retail Sales, Self Motivated, Word, Liaison, Account Reconciliation, Blue Cross, Blue Cross Blue Shield, Detail Oriented, Liability, Reconciliation, Work Flow, Office Management

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Resume Overview

School Attended

  • INDIANA WESLEYN UNIVERSITY
  • IVY TECH COLLEGE

Job Titles Held:

  • Director Agents Accounts and Financial Accounting
  • CFO
  • Marketing staff and Lafayette Life senior staff
  • Liaison to enterprise

Degrees

  • Bachelor of Business Administration
  • Associates

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