Tara Kipel Email & Phone Number

New York, New York, United States

Greater New York City Area

Hoboken, Nj

▪ Supervise offshore team with regard to auditing deliverables and results ▪ Create timelines and enforce monthly billing deadlines for all clients ▪ Escalate issues when needed, interacting with both clients and internal departments ▪ Run monthly reports and analyze data for sales tax reporting ▪ Hold weekly meetings with offshore team members to address and resolve issues

▪ Point­person for training new employees on billing and invoicing techniques ▪ Supervised offshore team with regard to auditing deliverables and results ▪ Critically analyzed issues and provided excellent guidance and action plans for resolution ▪ Tracked and billed screening expenses to clients ▪ Successfully executed routine tasks such as utilizing Quickbooks for creating invoices and completing quality control for time and expense data from client portals ▪ Consistently met monthly billing deadlines

Hoboken, Nj

▪ Completed quality control for time and expense data from client portals ▪ Utilized Quickbooks for creation of internal and external invoices ▪ Routinely invoiced external clients on a weekly and monthly basis ▪ Managed timecard adjustments in client portals ▪ Consistently met monthly billing deadlines

▪ Communicated with brokers via email and telephone on existing and prospective accounts ▪ Prepared and rated new business and renewal accounts ▪ Invoiced accounts on renewal and endorsements ▪ Maintained existing accounts via endorsements and renewals ▪ Issued and sent policies to brokers ▪Exercised effective time management through handling multiple tasks without compromising strict deadlines

▪Logistical responsibilities included preparing and issuing Certificates of Insurance and sending policy books to insureds ▪Provided exceptional administrative assistance and support to Client Service Representatives as needed