Regional Insurance Accounting Specialist III Resume Example Wimbush & Associates

REGIONAL INSURANCE ACCOUNTING SPECIALIST III

Summary

I am pursuing a position with a company that will benefit from my previous experience in accounting and inventory control. My areas of expertise include but are not limited to inventory control, accounts receivable, accounts payable, inventory control, compliance auditing, fraud monitoring, payroll and other general accounting duties.

Highlights

Inventory Control
Insurance fraud expertise
Regulatory compliance
Strong communication skills
Effective time management
Strong research skills
Accounts receivable professional

General ledger accounting aptitude
Proficient in Microsoft Office
Knowledge of GAAP guidelines
Meticulous attention to detail

Accomplishments

Completed advanced training in Insurance Regulatory Compliance earning my AIRC. (Associate, Insurance Regulatory Compliance).

Experience

Regional Insurance Accounting Specialist III, 07/2014 to 09/2015Wimbush & Associates - Union City , CA

Prepare and run daily statement status reports, confirm all statements have been received and accurately matched to cash receipts.
Assist and educate offshore team members in the processing and reconciling of payments.
Run daily exceptions report to facilitate correcting exceptions and errors as needed.
Assist and educate customer service administrators in the invoicing and administration of carrier accounts and client policies.
Review and process direct bill commission payments and adjustments in a timely manner in compliance with FDIC regulations.

Tax Preparer, 12/2006 to 04/2008The Kemtah Group - Woodlyn , PA

I provided a variety of services related to income tax preparation.
I had access to and regularly worked with information of a sensitive, highly confidential nature; and regularly dealt with diverse matters which required working knowledge of the business and tax laws.

Market Conduct Compliance Specialist, 01/2003 to 01/2005Advantage Sales And Marketing, Llc - City , STATE

Worked under the general supervision of the SVP of Internal Audit, supported the AVP in monitoring compliance with the Company's market conduct standards and state insurance laws and regulations.
Provided assistance in all phases of market conduct compliance and coordination of State Market Conduct Exams.
Prepared correspondence and reports of findings to Executive Management.
Monitored for compliance with IMSA (Insurance Marketplace Standard Association) principles.
Performed research and analysis through print and electronic sources to detect agent fraud and/or inappropriate market conduct by life insurance agents and prepared reports of findings for Executive Management.
Sought out and participated in educational opportunities.
Monitored changes in regulatory compliance laws, rules and regulations and assisted in the development of implementation plans as needed.
Additional duties as assigned by the Legal/Compliance Team.

Payroll Specialist, 12/2001 to 01/2003Jefferson-Pilot Financial - City , STATE

Responsible for the administration and maintenance of weekly compensation for 225 commissioned and salaried agents, including processing payroll records using MSA and SAS programs, entering of data used in calculating sales commissions and additional compensation, as well as processing of agent and manager travel expenses.
Prepared monthly journal entries and account reconciliations.
Supported month end close and financial analysis reporting.
Maintained Company Health benefits records.
Maintained all vacation, sick, and accrual reporting.

Market Conduct/Compliance and Administrative Assistant, 07/2000 to 12/2001Jefferson-Pilot Financial - City , STATE

Supported the Internal Audit Department in the data retrieval, analysis, and filing for Market Conduct exams and agent investigations.
Collected and recorded data obtained from customer surveys in MS Access database.
Generated reports from numerous in- house systems including Vantage and LifeComm to produce quarterly and yearly reports of complaint and replacement patterns to review for trends by agents of possible inappropriate conduct.

Premium Reconciliation Specialist, 07/1999 to 07/2000Aetna/U.S. Healthcare - City , STATE

Reconciled employer group payment to outstanding billing balance, maintained accounts receivable, identified delinquent account and implemented corporate collections policy, analyzed paid premium, discrepant account status and billing summary reports, and maintained database for 700-800 accounts.

Inventory Control Manager, 05/1986 to 07/1999Matt Marshall & Company - City, State

Managed cardex and computerized inventory for industrial sales and service company.
Managed daily accounting activities in accordance with GAAP; preparation of accounts payables and receivables, verified the accuracy of invoices and other accounting documents, billing, inventory control, purchasing, collection of delinquent accounts, bank reconciliation, preparation of financial reports, maintained expense records, and prepared payroll.
Maintained Accounts Receivable Ledger and recorded cash receipts.

Resume Overview

School Attended

Brookstone College of Business
LOMA
Liberty University
Guilford Technical Community College

Job Titles Held:

Regional Insurance Accounting Specialist III
Tax Preparer
Market Conduct Compliance Specialist
Payroll Specialist
Market Conduct/Compliance and Administrative Assistant
Premium Reconciliation Specialist
Inventory Control Manager

Degrees

Graduate Certificate : Accounting , 1995
Associate, Insurance Regulatory Compliance (AIRC)
Supply Chain Management
Business Studies

Regional Insurance Accounting Specialist III Resume Example

DISCLAIMER

How this resume score could be improved?

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes