Experience

Heirloom Property Management
• United States
• Real Estate
• 1 - 100 Employee
• Senior Accountant

  • Mar 2023 - Present

Kristen Ann Photography
• Owner

  • May 2017 - Present

DAVID A. CROKE, CPA, LTD
• United States
• Accounting
• Accountant

  • Nov 2017 - Mar 2023


Evergreen Accounting

• United States
• Accounting
• 1 - 100 Employee

• Partner, Accountant at Evergreen Accounting, LLP

  • Jan 2015 - Nov 2017

  Evergreen Accounting offers a full range of accounting practices such as: Tax Services ~Prepare individual, partnership, trust, and corporate tax returns ~Provide consulting on tax planning and alternatives to minimize taxes Payroll Services ~Payroll preparation ~Prepare payroll tax reports ~Prepare end-of-year reports ~W-2 preparation Accounting ~General accounting services including AR/AP ~Financial statements (No Audits or Reviews) ~Budget planning ~Sales tax returns Show less



UnitedHealth Group

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Dedicated Client Service Manager

  • Oct 2011 - Jan 2015

  Dedicated Client Service Account Manager  Respond accurately and promptly to inquiries from customers, brokers and cross-functional teams regarding policies and benefits across all lines of coverage offered and sold by UnitedHealthcare. This includes Medical, Dental, Vision, Life, LTD, STD and other supplemental lines of ancillary coverage.  Review and interpret contracts, summary plan descriptions and certificates of coverage regarding specific benefit questions and concerns.  Strive to build strong internal and external relationships through high-quality and maintenance of preferred and national accounts.  Communicate highly technical information regarding the affect of company policy and government regulations on benefit plans in an easy to understand fashion.  Keep up-to-date on changes and timelines pertaining to government regulations regarding Health Care Reform and the Patient Protection and Affordable Care Act.  Continue education on company innovations and help promote new tools provided by UHC to brokers and plan administrators which will help improve member education and responsibility surrounding their health care and costs. Show less



Shelton Excavating, Inc.

• United States
• Construction
• 1 - 100 Employee

• Office Manager/Bookkeeper

  • Jan 2007 - Oct 2011

  Bookkeeper/Office Manager  Assisted with budget preparation, handled account payable/receivable, receipt money, make bank deposits, reconcile bank accounts, kept the owners informed as to the balances of internal accounts, prepare payroll.  Processed quarterly tax deposits, and assist in the preparation of year end.  Performed clerical/administrative functions; entered data, generated work orders, tracked daily records for operation, handled phone calls, incoming mail, ordered supplies.  Handled Human Resource duties such as compensation and benefits, employee relations, and recruitment. Show less



Wolff Insurance Agency

• United States

• Account Manager

  • Apr 2003 - Sep 2006

  Account Manager / Claims Representative  Assisted / Managed 100+ accounts; included billing, financing, and customer changes.  Wrote multiple accounts multiple different underwriters  Handled commercial insurance claims, filled out claims, submitted to carrier, follow through ensuring claims were completed.  Performed routing clerical duties, answering phone, filing, greeting customers, and ordering supplies. Account Manager / Claims Representative  Assisted / Managed 100+ accounts; included billing, financing, and customer changes.  Wrote multiple accounts multiple different underwriters  Handled commercial insurance claims, filled out claims, submitted to carrier, follow through ensuring claims were completed.  Performed routing clerical duties, answering phone, filing, greeting customers, and ordering supplies.