Houston Coates Email & Phone Number

Jackson, MS, US

New Orleans, Louisiana, United States

New Orleans, Louisiana, United States

• Supervise over 300 bank accounts, ensuring adequate funding, informing clients about active levies, approving ACH debit and credit transactions, and submitting account opening and closing documents
• Transfer funds between company accounts, process refunds for overpayments, resolve any ACH returns, issue payments for fees owed to brokers and TPAs, and ensure all funds received on behalf of billing are being.
• Oversee producer relationships in regard to commissions, 1099s, other noncommission payments and fees, direct deposit updates, and broker of record changes
• Prepare commission and bank reports for senior management
• Create and execute training materials for internal procedures and revise as necessary

New Orleans, Louisiana, United States

• Monitor cash accounts and prepare journal vouchers to record bank activity
• Input ACH debit and credit transactions as requested by department users
• Ensure broker commission statements are accurate and delivered in a timely manner
• Monitor funds in suspense and issue manual commissions upon accounting for termination credits and recaptures
• Manage tasks, goals, and workflow via Workbench and work cross functionally with billing, accounting, IQC, claims, and account management

Metairie, Louisiana, United States

• Facilitated ordering, alternative sourcing, expedited shipping, order cancellations, product returns, and order tracking
• Performed product research and comparisons and communicated findings in a professional written manner
• Provided professional, friendly, and effective service to customers via the internal ticketing system, email, and by phone