CABK-100

TECHNICIAL SKILLS

• Software: Microsoft Excel (advanced), Word, ImageRight, Epic,  Sagitta, Procore, AMS
• Expertise: ERP systems, commission reconciliation, financial reporting for construction and insurance

Accounts Payable and Bookkeeping

• Process monthly commission statements from insurance carriers and enter data into agency systems.
• Handle customer payments (cash, checks, credit cards) and reconcile daily deposits.
• Research and rectify commission discrepancies, ensuring accuracy in account current statements.
• Maintain producer commission rates and promptly update agency records.
• Produce internal management reports on aged receivables, commission payouts, and payment trends.
• Review accounts for payment and review monthly statements with producers.
• Reconcile carrier statements, research and correct discrepancies as well as bank statements
• Evaluate account payable balances and resolve unpaid invoices. Billing invoices and send to insured
• Process commission checks for producers and employees.
• Complied with federal, state, and company policies, procedures, and regulations.

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net