• Act as carrier/member liaison by managing everyday service issues• Communicate with customers and other interested parties regarding the status and investigation of claims• Gather client census data, plan designs, rate information, and claims experience data to market client renewals and prospective groups• Analyze market proposals received to verify benefits, premium rates, and competitiveness• Prepare and coordinate materials for enrollment process and other formal client presentations• Maintain in-house tracking databases and online resources to ensure resolutions are timely and accurate• Licensed in the State of New Jersey with authorities in Life Insurance and Accident, Health or Sickness

• Prepared monthly and quarterly journal entries and reports for closing• Maintained material costs and inventory records• Performed account reconciliations, detailing, and analysis of General Ledger• Prepared Gross Profit Analysis and expense reports• Monitored and developed budgets• Ensured compliance with J-SOX and GAAP

• Obtained and analyzed available customer credit information to report to A/R management• Maintained assigned customer accounts in order to reduce reconcilable and/or disputed items• Reviewed sales orders for shipment within acceptable guidelines of credit policies• Processed customer refunds, credits and other miscellaneous accounting adjustments

• Worked with clients in several different industries, using QuickBooks to input all financial data and pay bills for clients• Reconciled checking accounts on QuickBooks at the end of each month• Prepared monthly and quarterly financial statements • Assisted partners in preparation of IRS audits and filing tax returns• Communicated with clients to collect, organize, and summarize financial information• Created detailed spreadsheets and reviewed bank statements• Consistently achieved goals and met deadlines

• Tracked financial information from insurance companies who provide clients with employee benefit plans• Maintained Account Receivables and audited records to ensure revenue was accurate• Reviewed licensing information with insurance companies to secure compliance with all statutory requirements• Assisted in the development of PowerPoint presentations and proposals• Assisted customer service representatives on day-to-day client services

Tracked financial information from the respective insurance companies who provide clients with their employee benefit plans. Maintained Account Receivables and audited year to date records to ensure revenue was accurate and up to date. Reviewed licensing information with each insurance company to make sure they were up to date and in compliance with all statutory requirements. Assisted in the development of PowerPoint presentations and proposals. Filled in on day-to-day client services for our full-time customer service representatives who are on vacation.Consistently achieved goals and met deadlines.