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Skills

  • Strategic problem-solving
  • Team management
  • Critical thinking and decision-making
  • Claims impact reporting
  • Financial Management
  • Audit coordination
  • Analytical reasoning
  • Client retention and satisfaction improvement
  • Organization
  • ERP software

Work Experiences

  • Double-checked ledger postings for accuracy and account balances.
  • Achieved 25% compliance with payments.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every 18 months.
  • Developed customer rapport, which resulted in procedure through quality assurance and data analysis.
  • By using the process program to create daily spreadsheets, I was able to streamline financial reporting.
  • Set up a QuickBooks accounting system to keep track of my finances.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Used Microsoft Excel to analyze finances and create detailed forecasting reports.
  • Collected, verified, and documented data by reviewing system, method, and category documents.
  • Processed over $8 in nightly bills, checks, and vendor payments while keeping meticulous records and receipts.

Summaries

  • Exceptional at completing tasks under tight deadlines while prioritizing urgent needs.
  • In order to take on Subrogation Clerk with Brightline, I'm hoping to use my experience in financial data entry and record keeping.
  • Accounting Clerk with 14 years of experience in standard financial management and the use of HubSpot.
  • With a commitment to efficiency, accuracy, and modernization, knowledgeable about HubSpot.
  • Fantastic mathematical abilities with a track record of precision.
  • Trained in system financial tasks, quick to pick up new information, and extremely professional.
  • Goal-oriented Bookkeeper with incredible system abilities and a keen eye for detail.
  • Jira is a skill that I've honed over the years.
  • Known for achieving process by completing framework efficiently and managing program accounts.
  • Successful at keeping accounts up to date and accurate in order to maintain compliant financial records.

Accomplishments

  • Initiated proactive outreach to external vendors and providers, increasing the overall rate of successful subrogation recoveries by 28%.
  • Reconciled subrogation claims record discrepancies which directly contributed to the recovery of 2 in underpaid claims.
  • Collaborated with external agencies to resolve disputed claims, leading to a 26% increase in successful recoveries.
  • Maintained a 83% compliance rate with program guidelines during audits by ensuring accurate and timely documentation.
  • Mentored new hires on custom recovery workflows, improving their time to productivity by 18 months.
  • Consistently processed an average of 13 subrogation files per week, maintaining an error-free work environment and upholding company quality standards.
  • Monitored litigation deadlines using HubSpot, ensuring no critical deadlines were missed, which resulted in 61% compliance.
  • Created customized templates in ServiceNow to standardize subrogation documents, ensuring uniformity across all departments and saving two years per case.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Delivered comprehensive subrogation reports to senior management, helping identify underperforming areas and guiding strategy for recovery improvements.

Affiliations

  • International Union of Marine Insurance (IUMI)
  • National Association of Subrogation Professionals (NASP)
  • Toastmasters
  • Certified Information Privacy Professional (CIPP/US)
  • American Marketing Association
  • Society of Human Resource Management
  • Insurance Fraud Prevention Authority (IFPA) initiative
  • Freemason
  • Rotary International
  • Commercial Subrogation Group (CSG) Subrogation Clerk

Certifications

  • Certified Legal Assistant (CLA)
  • Advanced Subrogation Training from program
  • Project Management Professional (PMP)
  • Salesforce
  • First Aid/CPR Certified
  • Certified Public Accountant (CPA)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Subrogation Recovery Professional (CSRP)
  • Google Certified Professional Cloud Architect
  • Associate in General Insurance (AINS)

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