PPBK-90

SUMMARY Experienced insurance bookkeeper with expertise in cash applications, general ledger maintenance, bank reconciliations, accounts payable and receivable, payroll, and trust accounting. At Acrisure, under the supervision of the comptroller managed financial transactions across 100+ bank accounts using Applied EPIC Accounting, helped reduce month-end closing from five days to three, and contributed to resolving approximately $4 million in unapplied cash. Served as Project Lead, training and supervising offshore teams, conducting audits, standardizing procedures, and improving reconciliation workflows. Previously managed payroll and HR administration for 30+ employees, accounts payable for 50+ vendors, commission processing, multistate licensing, and direct bill reconciliations. Skilled in PEO Prism systems, payroll validation, regulatory compliance, and financial reporting. Recognized for strong analytical abilities, attention to detail, problem-solving, process improvement, and the ability to enhance operational efficiency while maintaining financial accuracy and service quality.

CORE COMPACCY: Accounts Receivable/Payable | Reconciliation | General Ledger Maintenance | Payroll Administration, | HR Administration |  Multi-state Licensing | Data Analysis | Team Training | Mentorship | Strategic Planning | Vendor Management | E&O Compliance

IT EXPERIENCE: Applied Systems (TAM, Epic), QuickBooks, PEO Prism System, Microsoft Office, Google Suite, Trust Accounting, Navigating Carrier & client portals, very Internet savvy and Technology inclined 

Education: CUNY, Associate in Applied Sciences

Bookkeeper

• Maintained general ledger records for 100+ bank accounts, ensuring GAAP compliance.
• Posted transactions in EPIC Accounting for New York, New Jersey, and Mid-Atlantic platforms.
• Processed deposits, reconciled direct bill commissions, and maintained financial records.
• Helped reduce month-end closing from five days to three, completing bank transactions.
• Collaborated with colleagues to resolve receivables and reduce $4 million in unapplied cash.
• Analyzed financial data, resolved discrepancies, and worked independently.

Project Lead -

• Supervised and mentored offshore teams, to ensure quality and SLA compliance.
• Analyzed recurring issues and improved workflows through training and best practices.
• Collaborated with Offshore, Operations, Growth, Accounting, Finance, and automation partners Identified financial risks and presented solutions to management and operational leadership.
• Served as primary onshore contact, resolving complex issues Supported special projects.
• Maintained procedures to ensure regulatory compliance and adherence to company standards.

Bookkeeper

• Manage deposits, carrier and vendor payments, return premiums, and financial records.
• Handle direct & agency billing, cancellations, premium & commission reconciliations, and carrier statements.
• Prepare weekly reports, distribute producer commissions, and process ACH and check payments.
• Maintain resident and nonresident agency licenses, manage E&O requests, maintain master files, and complete applications for new carrier appointments.
• Certify new hires through PEO Prism.

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