Phaniel Esteril Email & Phone Number

Orlando, Fl, Us

White Plains, New York, United States

Working with attorneys and paralegals within the law firm to collect receivables on invoices. Manage over $2 million in monthly assigned AR and implement strategies to collect on the monthly billing. Coordinate with the e-billing department and other departments in the law firm to resolve issues preventing invoices from being uploaded. Research and facilitate the resubmission of invoices that require appeals due to client reductions. Understand flat fee billing and submit write offs with proper approval. Systems used includes AS400, ARCS 3, Resolve Star, TyMetrix 360, Counsellink, Legal-X and other legal e-billing platforms.

Vero Beach, Florida, United States

Coordinate accounts with balances over 91 days old. Verify the accuracy of balances due on the accounts and work with the accounting contact of the insurance agency to reach a resolution. Work with other departments within the company to solve any accounting discrepancy that may arise. Send weekly reports regarding aged receivables to the Controller and Accounting Manager to show progress of collections attempts. Troubleshoot insurance agents inquiries such as billing, commissions, refunds and agency statements.

Vero Beach, Florida, United States

First point of contact for insurance agents. Handle all Tier 1 support for agents who need assistance in quoting portals, binding, processing endorsements, underwriting and product information. Handle basic accounting inquiries on insurance policies such as billing questions, invoices, payments, and refunds.

Stuart, Florida

Evaluate specific needs of prospective and existing clients. Uncover discounts the clients was missing and finding the right coverage at the right price. Scheduling appointments to review the client’s current situation to see if their current insurance is doing what it needs to do for them and their family. Used sales strategies to meet quota for AAA memberships. Wrote Auto, Home, Umbrella, Life and Health insurance.

West Palm Beach, Florida

Started a book of business by reaching out to previous clients and prospective clients. Developed leads and established appointments to uncover insurance needs. Marketed different State Farm products to meet the established quota of each product. Established customer relationships and followed up with customers to ensure that policies remained in force. When inbound calls slowed down, I planned, developed and executed sales strategies to meet an established quota. Wrote Auto, Home, Umbrella, Life, Health and Banking products.

Bachelor’S Degree, Accounting And Business/Management

Master Of Business Administration - Mba, Accounting