Experience

CannGen Insurance Services, LLC

• United States
• Insurance
• 1 - 100 Employee

• Surplus Lines Tax Specialist

  • Dec 2021 - Present

  California, United States File non-admitted insurance transactions and tax returns in all U.S states on a monthly, quarterly, semiannual and annual basis. Reconcile state transactions against invoices for tax and fee payments in excel and IMS. Research and update regulatory and due diligence procedures for compliance in each state. Perform internal form, filing and compliance audits.



Brown & Brown Insurance

• United States
• Insurance
• 700 & Above Employee

• Accounting Clerk/Surplus Lines Compliance

  • May 2019 - Dec 2021

  Orlando, Florida, United States • Performs high volume insurance tax filings for all 50 states • Maintains tax compliance and due diligence for state license requirements • Processes state tax and carrier payments on a weekly, monthly, quarterly, semi-annual, and annual basis • Completes reconciliations and discrepancy corrections • Prepares, generates, and compiles data in Excel • Generates and reviews daily open payables reports • Ensures state regulations and procedures are updated as… Show more • Performs high volume insurance tax filings for all 50 states • Maintains tax compliance and due diligence for state license requirements • Processes state tax and carrier payments on a weekly, monthly, quarterly, semi-annual, and annual basis • Completes reconciliations and discrepancy corrections • Prepares, generates, and compiles data in Excel • Generates and reviews daily open payables reports • Ensures state regulations and procedures are updated as required • Compiles documentation for state and carrier audits as requested • Requests notice of cancellations for unpaid premiums due • Renews annual property, casualty, surplus lines producer license for all 50 states Show less



Professional Accounting & Tax Services

• Accounting Clerk

  • Jun 2017 - Jan 2019

  Celebration, FL • Property management bookkeeping and financial statement generation • Created invoices using Sage online • Assisted with international tax preparation 1040NR • Prepared and filed FIRPTA Forms 8288-B, 8288, 8288-A and Form W-7 (ITIN) applications with supporting documentation to IRS • Completed monthly sales and tourist tax payments • Performed general office administration including document creation for client and office use • Assisted with business startup registration on… Show more • Property management bookkeeping and financial statement generation • Created invoices using Sage online • Assisted with international tax preparation 1040NR • Prepared and filed FIRPTA Forms 8288-B, 8288, 8288-A and Form W-7 (ITIN) applications with supporting documentation to IRS • Completed monthly sales and tourist tax payments • Performed general office administration including document creation for client and office use • Assisted with business startup registration on Sunbiz and EIN application submissions with IRS Show less



Swingtime Golf USA LLC

• Book and Periodical Publishing

• Administrative Manager

  • Apr 2013 - Jun 2017

  Celebration, FL • Coordinated bookkeeping activities in QuickBooks, including invoicing and accouns payable • Planned and executed all aspects of office headquarter move. • Managed office operations including communications, mail distribution, supply ordering and inventory control. • Worked independently to master general clerical tasks. • Created files, reports and records while maintaining confidentiality. • Performed general administrative duties, including copying, faxing and… Show more • Coordinated bookkeeping activities in QuickBooks, including invoicing and accouns payable • Planned and executed all aspects of office headquarter move. • Managed office operations including communications, mail distribution, supply ordering and inventory control. • Worked independently to master general clerical tasks. • Created files, reports and records while maintaining confidentiality. • Performed general administrative duties, including copying, faxing and filing. • Supported CEO through personal document management, calendar organization and collateral preparation for meetings. • Coordinated travel accommodations for staff and out-of-town visitors, including vouchers, agendas and transportation. • Managed electronic records database and handled all file requests. • Performed accounts receivable duties, including invoicing, researching charge backs, discrepancies and reconciliations. • Proactively gathered all materials necessary for meetings in advance Show less



Evergreen Florida Vacation Homes

• Administrative Assistant

  • Sep 2011 - Apr 2013

  Kissimmee, FL • Resolved and disputed all maintenance issues for properties • Performed clerical duties, including typing, answering phones and completing forms • Established internal databases and record management systems to ensure accuracy and integrity of all documentation and data • Resolved service-related problems in a timely manner • Collaborated with maintenance and housekeeping to ensure quality standards • Offered appropriate reservation options based on expected… Show more • Resolved and disputed all maintenance issues for properties • Performed clerical duties, including typing, answering phones and completing forms • Established internal databases and record management systems to ensure accuracy and integrity of all documentation and data • Resolved service-related problems in a timely manner • Collaborated with maintenance and housekeeping to ensure quality standards • Offered appropriate reservation options based on expected attendees when coordinating events • Liaised with vendors, contractors and professional services personnel to ensure proper processing of orders in alignment with needs and specifications of management. • Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance. • Answered telephone inquiries from clients, vendors and the public. • Corresponded with clients through email, telephone or postal mail Show less