Experience

EIMC

• Brazil
• Professional Training and Coaching

• Collections Specialist

  • Mar 2023 - Present

  - Responsible for daily receivables, collections and payment posting - Reviewed and approved AR invoices NetSuite ERP - Helped PM create client invoices, collection emails - Contacted clients for past due invoices (mostly email) utilizing excellent customer service skills - Kept notes of collections process - Logged payments received via ACH and checks - Researched, analyzed, and reconciled accounts receivable reports - Researched payments that didn’t match open invoices - Sent customers invoices and statements as requested - Analyzed customer accounts by utilizing NetSuite ERP Show less



Freshpet

• United States
• Manufacturing
• 200 - 300 Employee

• Accounts Receivable Specialist

  • Jun 2022 - Dec 2022

  - Pulled Aging report daily and updated each Invoice with Client ID and Name. - Reviewed, researched, and followed up. Updated accounts with collection efforts. Kept supervisor informed of collection progress. - Accessed and downloaded account information from customer portals - Identified and monitored delinquent accounts. Reduced overdue receivables by 85% within 6 months. - 30/60/90/120 aging; Ms. Dynamics and Macola - Assisted with the Picking List (breaking down each order that goes out by exact quantity shipped) - Worked on deductions (payables, shortages, and co-op) - Resolved payment discrepancies and disputes working cross-functionally - Monitored and kept current with the accounts receivable aging report Show less



AXA XL

• Bermuda
• Insurance
• 700 & Above Employee

• Asst Underwriter

  • Sep 2021 - Jun 2022

  - Processed outstanding rating sheets for the Art team ensuring they became current and up to date with issuance. - Complete, index (Diva), merge (ARTIST) and email all rating sheets to brokers thirty (30) days prior to expiration date. Update Monthly Renewal spreadsheets with the mailing date and any notes in Excel. - Declined renewals in ARTIST and updated spreadsheet. - Processed outstanding rating sheets for the Art team ensuring they became current and up to date with issuance. - Complete, index (Diva), merge (ARTIST) and email all rating sheets to brokers thirty (30) days prior to expiration date. Update Monthly Renewal spreadsheets with the mailing date and any notes in Excel. - Declined renewals in ARTIST and updated spreadsheet.



RENAISSANCE EQUITY

• South Africa
• 1 - 100 Employee

• Accounts Receivable Specialist

  • Jul 2021 - Sep 2021

  - Processed outstanding rating sheets for the Art team ensuring they became current and up to date with issuance. - Complete, index (Diva), merge (ARTIST) and email all rating sheets to brokers thirty (30) days prior to expiration date. Update Monthly Renewal spreadsheets with the mailing date and any notes in Excel. - Declined renewals in ARTIST and updated spreadsheet. - Processed outstanding rating sheets for the Art team ensuring they became current and up to date with issuance. - Complete, index (Diva), merge (ARTIST) and email all rating sheets to brokers thirty (30) days prior to expiration date. Update Monthly Renewal spreadsheets with the mailing date and any notes in Excel. - Declined renewals in ARTIST and updated spreadsheet.



Staffing Etc.

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Contact Tracer/Case Investigator

  • Nov 2020 - Jul 2021

  • Verify the contact’s identity during initial communications and prior to disclosing confidential information. • Notify the contact of their exposure to COVID-19, following a script or guidance to provide COVID-19 health education. • Obtain and document relevant information, including contact demographics, underlying medical conditions, and other risk factors. • Provide approved information and guidance on quarantine procedures and what to do if symptoms develop. Coordinate referrals for testing, healthcare, and other supportive services, as needed, per local protocols. • Assess contact’s ability to safely and effectively quarantine at home, with adequate water, food, and other necessities. Collaborate with key service providers to transfer client information and ensure expedited initiation of appropriate medical or social support services, per local protocols. • Utilize a computer with appropriate access to required applications, databases, and/or web-based platforms, daily. Document pertinent information in COVID-19 contact tracing forms for completeness, timeliness, and frequency. • Collaborate and coordinate with a team of public health professionals to efficiently complete contact notification and monitoring assignments. Inform the team and supervisor when attempts to communicate with a contact are unsuccessful. • Participate in requisite trainings, regular program meetings and quality monitoring improvement activities in order to ensure and enhance the quality of contact notification activities and program outcomes. • Maintain patient confidentiality and ensure that all information is collected in concordance with local data privacy and confidentiality standards. Show less



AXA XL, a division of AXA

• Underwriting Assistant

  • Jun 2019 - Dec 2019

  Performed pre-analysis support for new submissions, renewals, endorsements, and other incoming documents based upon predefined underwriting rules and/or guidelines. Input new and renewal accounts: name, address, sic code, rating info, # of employees, vehicles by vin#, revenue, loss data and historical data in Excel and upload into IDOC. Filing all electronic documentation for review. Analyzed informational reports for underwriting as part of the underwriting package (e.g., summarize loss runs, financials of proposed insured) to use to determine if insurance can be provided. Ensured completeness of contents of underwriting package prior to handover to the Underwriter for risk analysis/risk selection process. Completed quality control on the rating output to ensure accuracy of work (e.g. exposure bases, limits, coverage extensions, modifications, etc.). Rating premium changes for premium bearing midterm change requests. Ensuring timely, accurate completion of all assigned tasks. Issued policy numbers upon order to bind. Accurately compiled supporting account detail in electronic format using PDF conversion tools. Managed the workflow of multiple tasks and maintain a detailed understanding of the status of various tasks. Show less


American Cancer Society
• United States
• Non-profit Organizations
• 700 & Above Employee
• Volunteer Staff - Breast Cancer Walks

  • 2005 - 2019


Corporate Systems Associates, Inc. - The Travelers Companies, Inc

• Automation Specialist III - Temporary Assignment

  • Feb 2018 - Jun 2018

  Processed all requests sent in “QUAY”, new business & renewal quotes, endorsements, cancellations, etc., confirmed if accounts were AM or AE rated. Cleared in all the new business requests in BI workstation with beneficiary name, address, type of vessel, the proper agency code and assign to Account Executive. Forwarded all endorsement and/or policy requests to the proper Account Manager or Account Executive and upload to folder in BI with a note of requested amendment(s). Uploaded Cancellation requests in BI workstation, add a task for account to be cancelled and go into AME update the submission with cancellation date, policy number, and close out the account and request to have offshore cancel them. Filed documentation into correct tab, either risk assessment, underwriting analysis, applications, etc. Renewal preparation – reviewed and updated upcoming renewal list and assigned renewal to proper Account Manager and Account Executive. Transfer tasks to Account Manager in BI workstation – quotes, accounts, etc. Prepared and/or updated renewal sheet with loss information, mooring location, commission percentage and upload into file. Show less



Corporate Systems Associates, Inc. - The Hartford

• Administrative Assistant - Temporary Assignment

  • May 2017 - Feb 2018

  Submission clearance – cleared and logged all submissions in a timely manner to the appropriate department via the HFP Express shared mailbox. Processed all compliant letters such as double submissions, declinations, off-risk, conditional renewals, premium finance, producer amendments, billing changes and pronto indications maintaining accuracy and efficiency then efiled to the appropriate folder. Processed all other requests such as producer licensing, tabs number requests and efiling via the HFP Express shared mailbox. Handle miscellaneous duties or projects as directed and assigned. Show less



KEC Properties/Metropolitan America

• Accounting Technician/Tenant Relations

  • May 2016 - Feb 2017

  Entered accounts payables, receivables, and journal entries into Appfolio. Prepared monthly tenant statements and distributed them to each property, as well as typed outstanding balance notices to tenants; set up payment arrangements. Provided customer service (telephone, email, and in person); received and distributed mail; ordered and picked up supplies; Created tenant receipts in Word for each property; filed and scanned into Appfolio. Acted as a liaison between tenants on the Landlord Incentive Program (LIP) and Section 8. Contacted Mercer/Essex County Civil office for Constable Information by docket numbers; Scheduled tenant lockouts with Constables after purchasing and provided payments. Created monthly lease renewal spreadsheet per property and sent them to tenants for signatures; Audited tenant accounts to determine payment amounts due (tenant/Section 8/LIP). Show less



Endurance Insurance

• United States
• Insurance
• 1 - 100 Employee

• Insurance Data Processor Contractor - Temporary Assignment

  • Apr 2016 - Apr 2016

  Researched via the internet and updated Principal agents information (address, telephone & fax numbers, SIC codes, and license # in BondPro. Worked on Data calls updating the payments and submitting them for processing in Genius maintaining accuracy and efficiency. Updated Principal information in Excel spreadsheets. Miscellaneous Requests – processed other requests such as Producer Appointment processing, projects as directed and assigned by management. Reviewed Principals for bond issuance in BondPro. Responded to questions and requests via email. Show less



AEGIS Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Assistant Underwriter

  • 1998 - 2012

  Guaranteed that all submissions (new and renewal) were properly set up with accurate and complete information. Pulled expiring policies prior to renewal and updated quotes for Underwriters review and submitted to Brokers at least thirty (30) days in advance. Ensured that policy transactions were issued and changes were recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions included quotes, binders, new business, endorsements, cancellations or renewals. Lines of business included Directors & Officers and Fiduciary, as well as assisting with Workers Compensation, Excess, and Property lines. Assisted the TEAM Underwriters by screening transactions to determine proper processing. Referred to underwriters those transactions that required their attention; completed transactions directly if within delegated authority limits. Assisted with the writing of the Underwriting Divisions “Welcome Guide for Assistant Underwriters”. Assisted the Quality Control Supervisor with review of all policies and change requests prior to mailing for accuracy. Provided administrative operations for the underwriters and handled phone reception. Provided timely and professional customer service to brokers and clients by answering questions, resolving problems on topics such as policy status, billing, etc. Assisted the Accounting Department in reconciling overdue receivables and unapplied funds for the Underwriting Department in excess of $5,000,000. Delivered payments to Accounting Department and updated the accounts with check numbers and dates of receipt in Great Plains. Show less