Accomplishments• Managed AR Hedge Project which resulted in collecting $550K in severely past due balances. The project achieved a $200K reduction in bad debt reserve, positively affecting the company’s P&L.• Worked with one of Moore Medical’s largest customers to develop monthly billing report.Worked with IT to tailor report for specific customer needs. This resulted in collection ofmore than $300K in past due balances.• Managed AR of Moore Medical’s largest customer which… Show more Accomplishments• Managed AR Hedge Project which resulted in collecting $550K in severely past due balances. The project achieved a $200K reduction in bad debt reserve, positively affecting the company’s P&L.• Worked with one of Moore Medical’s largest customers to develop monthly billing report.Worked with IT to tailor report for specific customer needs. This resulted in collection ofmore than $300K in past due balances.• Managed AR of Moore Medical’s largest customer which was in excess of $16M, including negotiation and successful payment of $4M flu vaccine order.• Proposed and implemented several IT process enhancements to improve overall collection process.• Created an At Risk report to be distributed to Sales Managers and VP. Worked with IT toautomate credit card decline report to be distributed daily to Credit Department.• Worked with IT to develop download of account statements into excel in order to reducework time on customer requests.Roles & Responsibilities• Establish relationships with external and internal customers to improve collection on portfolio of Moore Valued Partner accounts.• Work with Account Administrators to make sure accounts are set up correctly and include proper documentation for compliance.• Review and process orders on Credit Hold, contact customers for additional information as necessary.• Maintain monthly spreadsheet with past due balance and account status for management review and action.• Analyze customer financial position by running D&B and Experian reports. Show less

• Assisted customers with problem resolution, payments and credit inquiries.• Processed Credit Applications and contacted customers for collection.• Reviewed account positions to determine whether flu orders should be released on account or credit card.• Contacted customers as part of PCI Project to ensure credit card charges that did not settle were applied with minimal customer impact.

• Calculated daily and weekly losses, as well as monthly true-ups accurately and timely for assigned clients.• Ensured all excess losses are billed to appropriate carrier.• Maintained receivables including cash application, disbursements and contacting clients and/or carriers on outstanding bills.• Updated Monthly Receivable Report for management.• Processed Memo To Files for new business, renewals and revisions.• Performed ad hoc projects such as Loss Deposit Analysis and… Show more • Calculated daily and weekly losses, as well as monthly true-ups accurately and timely for assigned clients.• Ensured all excess losses are billed to appropriate carrier.• Maintained receivables including cash application, disbursements and contacting clients and/or carriers on outstanding bills.• Updated Monthly Receivable Report for management.• Processed Memo To Files for new business, renewals and revisions.• Performed ad hoc projects such as Loss Deposit Analysis and account reconciliations.• Provided best-in-class customer service to internal and external clients. Show less

• Reviewed amendments, replacement and new letters of credit to ensure compliance with company standards• Supported Field Sales Team with ad hoc projects• Reviewed financial statement packages to verify complete information is available for Travelers Industry Analysts and then distribute to appropriate Analyst• Created summaries of critical account information, including outstanding pieces of collateral, collateral exhibits and available financial statement data for monthly… Show more • Reviewed amendments, replacement and new letters of credit to ensure compliance with company standards• Supported Field Sales Team with ad hoc projects• Reviewed financial statement packages to verify complete information is available for Travelers Industry Analysts and then distribute to appropriate Analyst• Created summaries of critical account information, including outstanding pieces of collateral, collateral exhibits and available financial statement data for monthly conference calls with Regional Underwriting Officers• Updated account status with current collateral amendments and replacements Show less

• Reviewed and interpreted Loss Sensitive and Guaranteed Cost Insurance Legal Agreements.• Setup accounts in Plan Data System to include all account information and created formulas to automate the billing process.• Developed strategy for timely collection of accounts resulting in accounts paying by established due dates.• Analyzed the total risk of accounts versus collateral held and recommended steps to be taken to resolve disputes.• Mentored and trained new employees.•… Show more • Reviewed and interpreted Loss Sensitive and Guaranteed Cost Insurance Legal Agreements.• Setup accounts in Plan Data System to include all account information and created formulas to automate the billing process.• Developed strategy for timely collection of accounts resulting in accounts paying by established due dates.• Analyzed the total risk of accounts versus collateral held and recommended steps to be taken to resolve disputes.• Mentored and trained new employees.• Produced billings within appropriate billing schedules to meet Travelers and client needs.• Collected and applied all payments received on assigned accounts. Show less

• Investigated auto insurance claims by analyzing points of impact, police reports and driver statements.• Interviewed parties making auto insurance claims.• Identified and resolved problems arising out of insurance investigations.• Processed payments on claims to insured and claimant.• Recovered damages paid on claims from insurance carriers of responsible parties.

• Provided quotes and bind coverage for home and automobile insurance.• Provided proof of insurance for mortgage closings and new automobileclients in a timely manner.• Resolved problems arising from the application process.• Successfully met monthly sales goals set by management.• Successfully completed state licensing class and exam.