Marissa Payne Email & Phone Number

Gainesville, Georgia

Own and Operate Health/Life Insurance Brokerage Firm: Licensed Independent Health and Life Insurance Agent in the state of Georgia. Competitive marketing for suitable medical, dental, vision, life, and disability insurance for small employer groups and individuals. As well as providing excellent customer service between carriers and employers and individuals.

• Individual, fiduciary, and corporate tax returns.• Record and prepare monthly, quarterly, and annual financial statements for investor reporting. • Prepare and report payroll taxes monthly, quarterly, and annually for multiple clients’ payroll tax liabilities to meet federal and state requirements.• Meet with clients to discuss their life events and how they will impact their finances and taxes.

Duluth, Georgia

Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers Keeps records of financial transactions for establishment by performing the following duties:*Reconciles and balances customer accounts, vendor accounts and invoices.*Prepare itemized statements, bills, or invoices; and record amounts due for items purchased or services rendered.*Process and Distribute Payroll semi-monthly; Record and Report H.S.A. Contributions, Retirement Contributions and Matching's, and Expense Reimbursements.*Receive, Record, and Deposit checks for services and purchases at Company Bank.*Review and Maintain Company Health, Life, 401k, and Supplemental Benefits.*Daily Reporting, Recording, and Administrative duties in CRM Software.

Bachelor’S Degree, Accounting

Associate Of Arts - Aa, Business Administration And Management, General, 3.8

Georgia Insurance License, Health And Life Insurance

Education record