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Regional Insurance Accounting Specialist III Resume Example

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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 09/2015BB&T Insurance - Raleigh, NC
  • 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 04/2008H&R Block - Holly Springs, NC
  • 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 01/2005Jefferson-Pilot Financial - Greensboro, NC
  • 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 - Greensboro, NC
  • 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 - Greensboro, NC
  • 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 - High Point, NC
  • 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 - Greensboro, NC
  • 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.
Education
Graduate Certificate:Accounting,1995Brookstone College of Business - Greensboro, NCGPA: GPA: 4.0

Accounting GPA: 4.0

Associate, Insurance Regulatory Compliance (AIRC)LOMA - Atlanta, GAGPA: GPA: 3.8GPA: 3.8
Supply Chain ManagementLiberty University - Lynchburg, VA

Bachelor of Science to be completed December 2017

Business StudiesGuilford Technical Community College - Greensboro, NC, USAGPA: GPA: 3.7Business Studies Earned 24 credit hours GPA: 3.7
Skills

Accounts payables, Accounts Receivable, Invoicing, Filing, Preparation of Financial Reports, General ledger accounting, Insurance, Internal Audit, Inventory Control, Regulatory Compliance, Legal/Compliance, MS Access, Microsoft Office, Month-end close, MSA, Payroll processing, Purchasing, Reconciliations, Research, SAS, Supervision, Tax Preparation, Time Management

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Resume Overview

Companies Worked For:

  • BB&T Insurance
  • H&R Block
  • Jefferson-Pilot Financial
  • Aetna/U.S. Healthcare
  • Matt Marshall & Company

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

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