Experience

FCSLA Life Insurance & Annuities

• United States
• Insurance
• 1 - 100 Employee

• Billing Administrator

  • May 2021 - Present

  United States



FCSLA

• United States
• Insurance
• 1 - 100 Employee

• Office & Billing Assistant

  • Jun 2011 - Apr 2021

  Beachwood, OH Started this position in a temporary role. Providing office/administrative support. Imaging old and new life insurance applications using Fortis Scan software. Sorting and distributing incoming mail as needed. Processing giveaway orders and cookbook orders for its branch officers and members. Processing, weighing, and adding postage to outgoing regular and parcel mail. Composing office correspondence as needed. • Continuously assisted the Billing Department with posting of premium… Show more Started this position in a temporary role. Providing office/administrative support. Imaging old and new life insurance applications using Fortis Scan software. Sorting and distributing incoming mail as needed. Processing giveaway orders and cookbook orders for its branch officers and members. Processing, weighing, and adding postage to outgoing regular and parcel mail. Composing office correspondence as needed. • Continuously assisted the Billing Department with posting of premium insurance payments, loan payments, Electronic Funds Transfer (EFT) payments, month-end processing/mailing, and retrieving documents for the auditors in a timely manner • Processed 50 insurance premium payments in one batch several times, due to high volume of mail received late or when Billing department was backlogged • Time-managed printing of month-end reports so we do not hold up the printers all day. Billing Administrator and I rotate with reports to print and mail out monthly. I printed the reports with fewer pages or in black and white to a different printer and the color ones to printer #11, even simultaneously • Continuously updating my reference binder when processing month end statements and reports, helping me to process such reports more smoothly • Processed and mailed out 257 FCSLA Scholarship checks and notification letters to branch officers and on schedule. Prepared scholarship reports for management and branch officers, as needed • Entered 421 scholarship applications into FPMS as received so we always have an accurate count of applications received when requested • Completed orders for 855 cookbooks between June, 2019 and May, 2020 • Completed approximately 139 giveaway orders between June, 2019 and May, 2020 Show less



KeyBank

• United States
• Banking
• 700 & Above Employee

• Senior Accounting Clerk, Financial Operations

  • May 2000 - Jul 2010

  Verified account balances weekly, immediately addressing balance outages and effectively clearing general ledger and statement items. Accurately reconciled items and attained clearing limit ratio standards through comprehensive research and timely follow-up on outstanding items. Forwarded open item reports to clients not set up for automatic distribution on Key's foreign account reconciling system, informing them of any outstanding items so they could be cleared before reaching clearing… Show more Verified account balances weekly, immediately addressing balance outages and effectively clearing general ledger and statement items. Accurately reconciled items and attained clearing limit ratio standards through comprehensive research and timely follow-up on outstanding items. Forwarded open item reports to clients not set up for automatic distribution on Key's foreign account reconciling system, informing them of any outstanding items so they could be cleared before reaching clearing limits. Acted as backup for fellow staffer in reconciling accounts where general ledger items were processed incorrectly. Researched, traced and cleared rejected general ledger items, maintaining work flow and minimizing negative impact on affected internal and external customers. Created and maintained list of due from accounts and procedures for department. Compiled and sorted paperwork for quarterly and annual audits. These tasks enabled department to receive good reviews based on files being in compliance with departmental and corporate guidelines. Utilized internal electronic general ledger software. Promoted to current position after six months in the department.

• Clerk IV, Teller Cash Balancing

  • Jan 1994 - May 2000

  Responsible for reconciling the branch and ATM cash difference general ledger accounts. Effectively researched and balanced cash outages for branch offices by identifying cause and resolving it by adjusting the customer and/or affected branch office's account, minimizing impact to customer and/or branch office. Effectively monitored general ledger activity. Followed up with management regarding status on general ledger activity past its clearing limit, minimizing potential charge-offs… Show more Responsible for reconciling the branch and ATM cash difference general ledger accounts. Effectively researched and balanced cash outages for branch offices by identifying cause and resolving it by adjusting the customer and/or affected branch office's account, minimizing impact to customer and/or branch office. Effectively monitored general ledger activity. Followed up with management regarding status on general ledger activity past its clearing limit, minimizing potential charge-offs and impact on department's performance. Received three promotions during tenure and "Exceeds Performance" job performance evaluations.



DIVA Associates - Language, Speech & Hearing Specialists

• Billing Clerk

  • Jan 1988 - Jan 2003

  Effectively interacted and communicated with people over the telephone and in person. Processed patient statements, inputted data, posted charges and payments, and verified accuracy of input to reports generated. Researched and responded by telephone and in writing to patient inquiries. Monitored unpaid claims, initiated tracers, and followed up on submitted claims. Resubmitted claims as necessary. Generated receipts of such payments for deposit from third party… Show more Effectively interacted and communicated with people over the telephone and in person. Processed patient statements, inputted data, posted charges and payments, and verified accuracy of input to reports generated. Researched and responded by telephone and in writing to patient inquiries. Monitored unpaid claims, initiated tracers, and followed up on submitted claims. Resubmitted claims as necessary. Generated receipts of such payments for deposit from third party reimbursements. Processed and mailed out payments to vendors. Show less