As Senior Agency Accountant, reporting to the national CFO, responsible for all aspects of accounting within the company nationwide (160 employees). • Processing all the Agency’s income and expenses aside from rent and utilities. • Assist CFO in management of agency finances and cash flow• Assist CFO in research of any issue relating to agency/agent compensation• Manage vendor payments, payroll, and agent compensation• Calculate spreadsheets for agent draws and transition payments• This role is considered critical to effective agency operations and achievement of the agency’s growth goals.

As New Business Coordinator, serving as a middle person between the agent and underwriter/case writers ensures that the agency receives all new business revenue in life insurance, annuities, and investments; and that pending business is completed. Accounts range from $25,000 to $10 million.• Reviews all applications within one day of authorization with responsibility for accuracy andcompleteness. Evaluates applications and prepares recommendations to management.• Works with sales managers and producers regarding pending business.• Monitors the Initial Premium Management (IPM) reporting system for policy payments.• In a professional manner, resolves issues with agents regarding new business applications.• Trains agents and support staff in new business/field underwriting.• Consistently achieves all performance measurement criteria in monthly revenue targets, accuracy,turnaround time, case completions, and agent satisfaction.

As Senior Eligibility Specialist, maximized patient prescription benefit programs, handling up to 20 clients daily and working withinsurance policies such as Blue Cross Blue Shield, Medicaid, and Medicare. Served as liaison betweenthe patient and pharmacy, interacting frequently with physicians, nurses, pharmacies, and insuranceagencies in resolving coverage issues, determining drug affordability, and ensuring clients’ qualitycare.• Handled eligibility requests in an accurate and timely manner.• Worked extensively with JANSSEN® CONNECT®, a nationwide program that offers comprehensiveinformation and assistance to participating patients with Janssen injectable antipsychotic medication.• Documented and tracked requests for clients.

• Reviewed accounts and contacted insurance companies about unpaid claims.• Investigated unpaid claims resulting in $25k daily company income.• Maintained patient information, reports, income reports, and statistics.• Processed patient's billing, statements, reimbursement claims, post transaction, and data.• Disseminated reports, responded to inquiries, and resolved numerous problems on a daily basis byphone or in writing.

Handled a myriad of functions coupled with the responsibility of learning about a broad array of St.Jude’s programs in order to provide assistance and service to all donors. Processed confidential creditcard transactions.

Established in 1948. A non-profit organization, attracting 850 exhibitors and 18-20 vendors from all over the country. $500,000 in annual donations.Track all sponsorships, totaling $110,500Maintain all directories and schedule of ground and arena rentals Update membership database and mail annual prize list to sponsors and attendeesAuthorize and purchase suppliesAccounting - Responsible for daily office activities:AP/AR, general ledgerProcess payroll, W-2s and 1099s, pay payroll taxesReconcile bank statements for all accounts Assist CPAs during annual audit;