Client Services And Financial Accounting
Aig American General
2012-2017 Unclaimed Property Analyst/Client Liaison: Manage the importing of financial records in to unclaimed funds. Interact daily with internal and external customers providing information regarding unclaimed funds and the requirements to collect/retrieve the funds. Responsible for the handling of correspondence, email, fax, or regular mail. Additionally, handle many other miscellaneous request ranging from locating old policies, to various customer complaints. 2004-2012 Financial Analyst/Accounting and Analysis: Prepare daily, monthly, quarterly, and annual financial reports for the department. Process problem accounting. Maintain individual claims department suspense and benefit accounts.Duties:Prepare financial reports, research and process problem accounting, verify policies in claims suspense account, process disability payments and refunds, and various other manual transactions. Heavy use of Excel and SAP.1999-2004 Customer Service/Call Center: Handled customer written and call in request. Request ranged from beneficiary changes, address changes, loan, surrenders etc. Managed anywhere from 90 to 100 calls a day.