Sam Mabry, Mba,Afsp,Caa Email & Phone Number

Alpharetta, Ga, Us

Alpharetta, Georgia, United States

Successfully managed to prepare and file hundreds of individual and business tax returns.Implemented strategies to ensure compliance with tax laws and regulations.Developed and maintained effective relationships with external auditors, IRS agents, and other tax professionals.Processed payroll tax returns for a variety of clients.Coordinated and reviewed tax returns to ensure accuracy and completeness.Analyzed financial data to identify tax implications and compliance risks.Conducted research on tax regulations and other technical issues.Developed tax strategies to minimize corporate and individual tax liabilities.Prepared and presented tax-related reports and presentations to senior management.

Jacksonville, Fl

Analyzed and approved claims submitted by clients to ensure compliance with state and federal regulations.Developed and maintained a comprehensive claims management system to ensure efficient and accurate processing.Negotiated with insurance carriers to ensure payment on all approved claims.

Atlanta, Ga

Managed daily operations for a team of 20, including training, performance management, and conflict resolution.Developed and implemented process improvement initiatives that increased team efficiency by 10%.Assisted colleagues in problem-solving complex issues, helping them find creative solutions.Utilized analytical skills to assess team performance and identify areas of improvement.Worked with other department heads to ensure seamless collaboration and communication.

Marietta, Ga

Prepared and filed tax returns and other financial documents for clients.Analyzed and interpreted complex tax regulations.Conducted research to identify and apply favorable tax laws.Monitored current and proposed tax legislation to identify changes that could affect clients.Prepared financial statements and other documents for audits and tax compliance.

Atlanta, Ga

Successfully prepared tax returns for over 500 individual clients in a timely and accurate manner.Developed and maintained strong working relationships with clients to ensure satisfaction with tax preparation services.Handled all client inquiries related to their tax returns, including any necessary revisions.Assisted in the training of new tax preparers on seasonal tax preparation and the use of tax software.Responsible for ensuring that all applicable laws and regulations were followed during the preparation of tax returns.

Tampa, Florida

Managed and supervised a team of CAT Adjusters Field/ In-house handling complex claims. Processed and approved over 400 property claims in a timely and accurate manner.Developed the most effective strategies and processes to handle property claims efficiently.Compiled and analyzed data to assess and determine the validity of property claims.Collaborated with legal counsel to resolve complex and intricate property claims.Investigated and documented all aspects of property claims for comprehensive reporting.

Jacksonville, Florida, United States

Examined detailed claim documents to assess the validity of claims and determine appropriate payouts.Interpreted insurance policies to ascertain coverage and the extent of liability, ensuring all claims complied with the terms and conditions outlined in the policies.Collaborated with claimants and legal representatives to gather necessary documentation and clarify claim details, facilitating timely and accurate processing. Identified and investigated potential fraudulent claims through thorough analysis and research, utilizing specialized software and industry knowledge.Made informed decisions on claim approval or denial based on a careful assessment of all available information, balancing fairness with cost management.

Jacksonville, Florida, United States

Examined detailed claim documents and medical records to assess the validity of claims and determine appropriate payouts.Interpreted insurance policies to ascertain coverage and the extent of liability, ensuring all claims complied with the terms and conditions outlined in the policies.Collaborated with claimants, legal representatives, and healthcare providers to gather necessary documentation and clarify claim details, facilitating timely and accurate processing.Identified and investigated potential fraudulent claims through thorough analysis and research, utilizing specialized software and industry knowledge.Made informed decisions on claim approval or denial based on a careful assessment of all available information, balancing fairness with cost management.Maintained detailed records of all claim assessments, decisions, and communications, ensuring transparency and compliance with regulatory standards.Provided guidance and support to policyholders throughout the claims process, explaining complex terms in a clear and understandable manner.

Darien Ga

Conducted nightly audits of the hotel’s financial transactions, reconciling daily sales, verifying payments, and preparing end-of-day financial reports.Balanced and posted room charges, verified room rates, and resolved discrepancies to ensure the accuracy of daily financial records.Generated and distributed daily financial and occupancy reports to management, providing insights into hotel performance and operational issues.Addressed and resolved guest complaints or issues that arose during the night shift, ensuring a positive guest experience.Managed the front desk during late hours, assisting with guest check-ins and check-outs, addressing inquiries, and ensuring guest satisfaction with a focus on safety and security.

Alpharetta, Ga

Analyzed long-term disability claims by reviewing medical records, employment documentation, and policy details to determine eligibility and ensure compliance with plan provisions.Collaborated with medical professionals and vocational experts to assess the extent of claimants' disabilities and their ability to return to work, ensuring a thorough and objective evaluation.Rendered informed decisions on the approval or denial of claims based on detailed assessments of medical evidence, occupational requirements, and policy terms, balancing fairness with the company’s financial interests.Managed and monitored open claims by regularly reviewing updated medical information, coordinating with claimants and healthcare providers, and adjusting benefit payments as necessary.Maintained clear and professional communication with claimants, employers, and healthcare providers to explain claim decisions, answer questions, and provide guidance throughout the claims process. Identified potential fraud through careful scrutiny of claim submissions, inconsistencies in documentation, and patterns of behavior, referring suspicious cases to the appropriate department for further investigation.Adhered to state and federal regulations, company policies, and industry standards to ensure all claims were processed ethically and within legal boundaries.Ensured comprehensive and accurate documentation of all claim-related activities, decisions, and communications, maintaining compliance with legal and regulatory requirements.

Norfolk, Va

Conducted thorough investigations of property and casualty claims by reviewing policy documents, interviewing claimants and witnesses, and inspecting damaged property or vehicles to determine the cause and extent of loss.Analyzed policy coverage, endorsements, and exclusions to determine claim eligibility, ensuring that each claim met the terms and conditions outlined in the insurance policy.Worked with contractors, auto repair shops, and other professionals to accurately estimate repair or replacement costs, ensuring that settlements reflected the true value of the damages incurred.Engaged in negotiations with claimants, attorneys, and third parties to reach fair and equitable settlements, balancing the needs of the insured with the company’s interests.Ensured that all claims were handled in accordance with state and federal regulations, as well as USAA’s internal policies and best practices, to maintain ethical standards and avoid legal issues. Resolved disputes or escalations related to claims by analyzing complex situations and collaborating with legal or management teams to find solutions that met the needs of all parties involved.Participated in ongoing training and development to stay updated on industry trends, regulatory changes, and best practices, ensuring that my skills and knowledge remained current and relevant.

Master Of Business Administration - Mba, Accounting And Business/Management, 3.4

Accounting, taxation and Managerial accounting

B.A., Criminology, 3.5

Bachelor’S Degree, Criminology