Union Standard Insurance Group® is an operating unit of the W. R. Berkley Corporation, one of the top 25 property and casualty insurance groups in the United States. We are a regional property and casualty insurance company offering commercial products and services through independent agents in Texas, Arkansas, Oklahoma, Arizona and New Mexico.Additional Responsibilities include:-Monitor state insurance department requirements regarding compliance for cancellations and disasters.-Collaboration with Sales and Marketing regarding billing options, marketing materials and testing online portals.-Monitor past due balances and collaborate with Collections Department.-Inter-departmental collaboration in regards to billing issues with Underwriting, Sales, and Premium Audit to resolve disputes.-Participate in collaboration between other Berkley Regional Billing Departments on common challenges and opportunities for innovation.

Responsibilities include:-Manage staff of five Account Service Representatives in all aspects of Direct Bill and Agency Bill Premium Receivable accounting representing approximately $70 million of receivables.-Supervision of cash banking operations for two WR Berkley business units and monitor validity and accuracy of transactions and premium receivable reconciliations between Billing system and General Ledger.-Monitor adherence to internal controls related to cash management. -Review current department processes and implement continued process improvements based on changing conditions and systems. -Support the timely completion of financial audits by internal and external auditors and regulatory authorities.-Support resolution of all customer service issues related to billing and payments.-Ensure proper training and ongoing educational opportunities for staff as related to customer service. -Support multi-company project to test new billing and client data software to facilitate transition from older legacy systems.

Responsibilities included:-Manage staff in the daily, monthly, quarterly and annual operations of the finance department.-Responsible for helping Controller to ensure the month end close cycle was completed in a timely and accurate manner.-Supervise and train staff to handle accounts payable, cash management, accounts receivable reconciliations, reinsurance billing, intercompany settlements, unclaimed property and multiple balance sheet reconciliations.-Responsible for Statutory Financial Statement Preparation and Filing.-Work with IT, Billing, Claims and Underwriting to ensure efficient and accurate accounting processes are in place. -Work with Berkley Technology Services to test financial software enhancements and updates.-Worked with auditors at year-end to meet all financial deadlines for WR Berkley (parent company.)Major Projects completed:-Ensured accounting processes and reconciliations were accurately reported after splitting off business from Alabama, Mississippi, Kentucky and Tennessee and to a new Berkley Operating Unit. Helped train new accounting staff at new unit.-Sucessfully tested and transitioned Accounts Payable functions to a new operating unit in Des Moines. -Was involved in setting up accounting and managing accounting for a start-up Berkley company, Berkley Fire & Marine Underwriters. -Assisted in project for 2 years to reestablish financial internal controls for another Berkley operating unit and ensure reliable financial reporting. Trained staff when this project transitioned to another company.

Responsibilities included:-Manage Premium Receivable Reconciliation for over $70 million in receivables-Reinsurance settlements for payables and recoverables-Various Month End Close responsibilities including bank recs, bad debt reserve analysis, premium reconciliations, reinsurance reporting, and intercompany billing and clearing of expenses between multiple business units-Statutory Financial Statement Preparation-Property Tax accruals and renditions, and various GL account reconciliations-Daily Treasury Management Overview-Financial Analysis of Prospective Agents for Marketing Review-Cross-Training between department members in handling unclaimed property, intercompany transactions, account payable processes, deposits, property taxes, and statutory accounting-Broad knowledge of insurance specific software systems including Fiserv Advanced Billing, Claims Work Station, Wings Financial Reporting and FRS Reinsurance System.Major Projects completed:-Assisted in accounting system conversion to PeopleSoft in January 2011-Key User Tester for implementation of Treasury Management Module of PeopleSoft for all Domestic companies within Berkley Corporation.-Created new cash management control processes that were implemented for claims and billing departments.-Streamlined data manipulation processes using Excel pivot tables to significantly decrease amount of time for month end close processes.-Worked with IT department to create automatic analysis of monthly premium billed compared to policy data booked to GL.

Managed all accounting, income tax, payroll and office management/staff issues for family-owned insurance agency. Business merged with a larger insurance agency in July 2008. Helped transition the business set-up with CFO and president of new company and continued to monitor business reports and bookkeeping offsite.

Significant accomplishments include managing a staff of five in all accounting aspects of operations for two dynamic, growth-oriented companies - a large corporate travel agency and a subsidiary incentive and meeting planning company (Atlas Motivations). Significant analysis work included annual budgets, cash flow projections, budget/actual comparisons, and individual project budgets. Preparation of all financial statements, and supervision of airline sales reporting, payroll, billing, accounts receivable and accounts payable. Supervised major conversion of computerized accounting system and effectively set up procedures and controls during rapid expansion of company's accounting department.

Managed all aspects of bookkeeping, financial reporting and airline sales reporting for this subsidiary of The Wackenhut Corporation, with four branches in different cities.

Analyzed and prepared financial statements for various Wackenhut Security branches. Helped set up accounting procedures for new subsidiary of the company, Secure Travel Services.