Denise Holm

Treasury Specialist at Shamrock Trading Corporation
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Contact Information
us****@****om
(386) 825-5501
Location
Kansas City Metropolitan Area
Skills

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Credentials

  • Missouri Producer Life, Health & Variable Life License
    State of Missouri
    Sep, 2009
    - Nov, 2024

Experience

  • Shamrock Trading Corporation
    • United States
    • Truck Transportation
    • 500 - 600 Employee
    • Treasury Specialist
      • Jan 2021 - Present

      ● Process customer payments while reviewing account information and actively monitoring deposit information. ● Receive incoming cash receipts through ACH, Wire, Lockbox and Live checks. Post funds per remittances received from clients. ● Conduct account research and analysis to ensure all deposits are balanced and reconciled timely. Work with clients to resolve any payment issues that occurred. ● Process customer payments while reviewing account information and actively monitoring deposit information. ● Receive incoming cash receipts through ACH, Wire, Lockbox and Live checks. Post funds per remittances received from clients. ● Conduct account research and analysis to ensure all deposits are balanced and reconciled timely. Work with clients to resolve any payment issues that occurred.

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Service Representative
      • Jan 2015 - Jan 2021

      Assist various broker dealers and servicing agents with inforce blocks of business providing administrative, accounting, and customer services for corporate owned policies in addition to individually owned policies. Provide service helping policy owners understand insurance contracts and provisions. Process a variety of administrative functions on tight deadlines inclusive of premium payments, fund reallocations/rebalances/transfers, partial withdrawals, loans, and surrenders before market close each day. Generate various adhoc reports in addition to maintaining weekly management reports, monthly billing data extracts, and service calendars. Show less

  • Forrest T. Jones & Company
    • United States
    • Insurance
    • 100 - 200 Employee
    • Manager of Group Insurance Administration
      • Jun 2008 - Jan 2015

      Increased responsibilities during continued tenure starting as Marketing Database Manager in 2008, promoted to Supervisor of Broker Support Services in 2010, culminating in current responsibilities as Manager of Group Insurance Administration in 2013 for coordinating sales, marketing, administration, billing, and accounting functions. Developed efficiency-enhancing workflow/process improvements that made it possible to accommodate increasing client service, accounting, and administrative responsibilities through various computer and imaging systems increasing production by 20%. Updated and maintained information on 150+ web-based insurance benefits sites for clients. Maintained marketing client databases for Regional Directors within Sales & Marketing Team. Prepared marketing and sales materials for client meetings, provided customer service for new and existing accounts. Assisted with proposals (RFPs), new business quotes, and enrollments for Employee Group Health, Life Insurance, and Worksite Benefits. Worked with the importing and processing of electronic census data files and payroll files in preparation of enrollment meetings. Assisted with implementation and testing of various systems (EasyAppsOnline and Bswift) to automate enrollments. Served in an Executive Assistant role helping Assistant Vice President with managing department, assisting with office equipment and supply purchases, monitoring budget and expense reports while reducing expenses. Assisted with event planning for agent meetings. Accounting responsibilities included premium and ACH reconciliations, billings research, general accounting, and auditing. Provided commission payments tracking, carriers reconciliations, and reporting to Senior Management for 5 Regional Directors and 8+ licensed agents. Served in liaison role between Sales & Marketing, Group Administration, I/T Departments and various Corporate Executives to incorporate procedural and system enhancements. Show less

  • Kansas City Life Insurance Company
    • United States
    • Insurance
    • 300 - 400 Employee
    • Accounting Technician III
      • May 2006 - May 2008

      Served as accounting technician preparing billing statements, posting premium/loan payments, and balancing checks for deposit. Reconciled bank and cash suspense accounts. Updated various ledger accounts. Conducted regular audits. Provided high-level customer service to both internal and external customers. Served as accounting technician preparing billing statements, posting premium/loan payments, and balancing checks for deposit. Reconciled bank and cash suspense accounts. Updated various ledger accounts. Conducted regular audits. Provided high-level customer service to both internal and external customers.

Education

  • Metropolitan Community College-Maple Woods
    Associate's degree, Electronic Engineering
    1981 - 1983

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