Experience

Scott Insurance

• United States
• Insurance
• 300 - 400 Employee

• Financial Risk Specialist

  • Apr 2017 - Present

  - Collaborates with Accounting team on client invoicing and aging reports to reduce account receivables for department - Creates custom tracking and reporting tools for clients - Interfaces with the Benefits teams to interpret carrier data sets and carrier renewals - Monitors claims and trends on a monthly basis for self-funded and captive health plans - Provides internal administrative support for compliance vendors - Assists in development of training materials for new hires… Show more - Collaborates with Accounting team on client invoicing and aging reports to reduce account receivables for department - Creates custom tracking and reporting tools for clients - Interfaces with the Benefits teams to interpret carrier data sets and carrier renewals - Monitors claims and trends on a monthly basis for self-funded and captive health plans - Provides internal administrative support for compliance vendors - Assists in development of training materials for new hires within the Benefits department

• Receivables Analyst

  • May 2011 - Apr 2017

  - Analyze cash flow of 3,500+ premiums monthly to be disbursed to Insurance Markets from Insurance Retailers - Work closely with the Receivables Department to ensure payment is collected and posted in a timely manner - Responsible for researching and submitting AP Write-Off requests and resolving Unapplied Funds - Prepare and maintain statistical reports for management review on daily and monthly basis - Prepare and maintain financial reports on spending analysis on a monthly… Show more - Analyze cash flow of 3,500+ premiums monthly to be disbursed to Insurance Markets from Insurance Retailers - Work closely with the Receivables Department to ensure payment is collected and posted in a timely manner - Responsible for researching and submitting AP Write-Off requests and resolving Unapplied Funds - Prepare and maintain statistical reports for management review on daily and monthly basis - Prepare and maintain financial reports on spending analysis on a monthly, quarterly, and yearly basis - Design and build reporting modules - Prepare monthly client invoices to collect on late payments - Responsible for the correct reporting, tax payment, disposal of 20 million+ in fixed assets covering 9 locations in 4 states