Experience

HUB International Insurance - Great Plains

• United States
• Insurance
• 100 - 200 Employee

• Senior Design Analyst/Senior Plan Administrator

  • Mar 2021 - Present

  • Provide exceptional service to clients, foster relationships, instill trust, provide solutions and look for opportunities to increase revenue for the department and the firm• Analyze benefit plans to ensure the plan is meeting its financial objective. This includes calculating various insurance scenarios• Extensive product knowledge of insurance carriers and other financing vehicles• Research plan details for current plans and conduct a benefit study for new plans for current, prospect, and new clients • Prepare benefit calculations, FICA tax calculations and reports. Ensure accuracy and compliance of documents. Finalize reports and archive• Face to face client presentation meetings• Insurance and Plan administration (premium, values, reporting, statements, account liability)• Legislative research/analysis (i.e., 409A, EITF, AALU)• Prepare specimen plan documents (amendments, restatements, Q&A)• Insurance enrollment/underwriting (new business, policy changes, commissions reporting)• Communicate with clients and carriers on compliance issues and valuation updates• Provide training, guidance, review and assistance for other Design Analysts and Plan Administrators• Participate as a team member in special projects• Use of ImageRight, SmartOffice, Microsoft Excel, Word and Outlook at an advanced level

• Design Analyst - Executive Benefits

  • Jul 2015 - Mar 2021

  • Analyze benefit plans to ensure they are meeting financial objectives• Research plan details in depth for current plans• Conduct a benefit study for prospect and new clients• Face to face client presentation meetings• Prepare benefit calculations and FICA tax calculations• Communicate with clients on status of current plan and changes that could be made to better the performance of the plan• Communicate with carriers on compliance issues and valuation updates• Various process improvements with the use of Excel• Use of ImageRight, SalesLogix, and Microsoft Excel at an advanced level



Gavilon Group, LLC

• United States
• Truck Transportation
• 400 - 500 Employee

• Accountant I

  • Apr 2014 - Jul 2015

  •Daily financial estimate for various domestic grain locations•Period close profit before tax analysis•Mark to market accounting for the Western Plains region grain elevators•Inventory valuations, utility accruals, and various journal entries including freight•Monthly estimate to actual analysis for multiple commodities and locations•Monthly analysis of operational expenses for all domestic grain locations•Monthly balance sheet reconciliations for all Domestic Grain facilities for various accounts•Sales by State for all Domestic Grain facilities•Organize and fulfill quarterly and yearly audit requests•Liaison between accounting team and trading operations daily•Participation in system conversion from AS400 to Agris•Ability to apply my knowledge and processes to train and help other grain accountants in improving their daily and monthly processes•Use of Oracle, Agris, Essbase, Outlook, and Excel at an advanced level

• Staff Accountant

  • Jun 2013 - Apr 2014

  •Daily recording and application of Corporate Accounting lockbox, including research on incoming cash•Organize and fulfill quarterly and yearly audit requests•Research and apply the unapplied cash for Corporate Accounting team to ensure that it remained below a daily benchmark set my management•Use of Oracle, Agris, Essbase, Outlook, and Excel at an advanced level



Nebraska Book Company, Inc.

• Wholesale
• 200 - 300 Employee

• Sales Associate

  • Nov 2009 - Mar 2013

  •Proactively sought out customers to assist across sales floor•Suggest items and lead customers to selections•Escorted customers to products and answered questions thoroughly Documented Inventory•Organized and ordered books for fall and spring semester•Filled online orders and orders place over the phone•Processed customer payments by cash, check, and credit card •Proactively sought out customers to assist across sales floor•Suggest items and lead customers to selections•Escorted customers to products and answered questions thoroughly Documented Inventory•Organized and ordered books for fall and spring semester•Filled online orders and orders place over the phone•Processed customer payments by cash, check, and credit card