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Customer Service Manager

Location:
Madison, WI
Posted:
October 22, 2013

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Resume:

GREGORY LOU GEHRIG

ACS, AIAA, AIRC, ARA, FLMI, PCS, UND

**** ****** *******

Madison, WI 53711

608-***-**** home, 608-***-**** cell

acadlz@r.postjobfree.com

PROFILE Highly motivated professional looking for a great career

opportunity. Self-confident with excellent interpersonal

skills. Experienced in insurance business analytics,

taxes, commissions, ADP payroll.

EDUCATION UNIVERSITY OF WISCONSIN- MADISON

Bachelors of Business Administration May 1990

Major: Accounting

GPA 3.2/4.0

EXPERIENCE

Apr-2008- Aug-2013 LTCI Partners LLC (NFP)

COMMISSION MANAGER Fitchburg, WI

Key responsibilities include:

. Manage $5MM annual commission revenue and $1MM expenses

of twelve different carriers nationwide.

. Reorganize and simplified the payment procedures from

once a month to twice a month.

. Streamlined process for importing commission

statements, eliminating paper statements.

. Reconciled and solved statements discrepancies for

agents via Smart Office software

. Made sure LTCI and 5,000+ agents / agencies were paid

correctly.

EXPERIENCE

Jun-1992- Apr-2008 National Guardian Life Insurance Company (NGL)

COMMISSION PAYROLL ACCOUNTANT (1/97-4/08) Madison, WI

Key responsibilities include:

. Pay commission checks to all of NGL's agents daily,

weekly, bi-weekly, and monthly, and then balance

various accounts and reports.

. Have to be able to answer agents ID3 payroll systems

questions including 1099s. Reports include the use and

knowledge of Queries.

. Prepare all reports that are needed for 175 Home Office

employees. These reports are run through the ADP

payroll system and require skills in Report Smith, and

in Excel.

. Responsible for various tax reports, including the

Federal 940, 941, and 945.

. Filing State tax withholding monthly.

. Filing State Unemployment taxes quarterly.

NGL Merger and Acquisition Experience

. Build on the new states for withholding and

unemployment with the banks.

. Decide to file the federal taxes separately or combined

for the federal tax forms affected.

. NGL's payroll and taxes are affect from multiple

mergers with Protected Home Mutual, Settlers Life

Insurance, Kentucky Home Life, NGL American

GREGORY LOU GEHRIG Page 2

NGL Accounting Department (8/93-12/96)

. Helped implement in 1994 the Freedom general ledger

accounting system which was introduced to NGL.

. Helped implement in 1995 the AS400-ID3 system to NGL.

. Developed payment system for Term guard insurance

NGL Customer Service Madison Wisconsin (6/92-8/93)

. Learned the insurance process and answered questions to

policy owners.

EXPERIENCE

Jun-1990 Keyes Enterprises Madison, WI

To May 1992 Office Manager for a start up company that manufactured

hunting merchandise.

May 1985 Umpire/Referee Madison, WI

To August 2004 Various softball and baseball leagues; many different

ages of basketball leagues.

ADDITIONAL INFORMATION

Passed 24 LOMA Exams and received ACS, AIAA, AIRC, ARA,

FLMI, PCS, UND designations.

Strong leadership and organizational abilities.

CURRENT ACTIVITIES

Coach and play in men's fast pitch softball, and basketball

recreational leagues.

COMPUTER

SKILLS

Microsoft Applications - Word, Excel, ADP, Report Smith,

On Base, Freedom, AS400 ID3 System. Smart Office

REFERENCES Upon request



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