Customer Service Manager

LORI J. CAMPBELL

678-***-**** *************@*****.***

ACCOUNTING MANAGER ~ STAFF ACCOUNTANT~ FINANCE MANAGER

Detailed-oriented, analytical and clear communicator with 10+ years of success in account reconciliation, financial administration, month-end closing procedures and maintaining relationships internally/externally to deliver timely and accurate financial reporting. Skilled in cash applications, preparing financial statements, and quality assurance to improve A/R and billing processes. Excel in collaborating with teams, management, and vendors to identify and resolve discrepancies in accounts, while multitasking to meet deadlines 100%.

Mastered General Ledger balancing for 500 vendors & customers with reconciliation to minimize errors.

Implemented Direct Bill financing & invoice program in 5 months with Corporate Manager & Controller.

Reduced book of business debt from 15% to 2% by removing 600 agents which grew $2M in policies.

SKILLS OFFERED

Conflict Resolution Finance Pro Software Image Right & AIM

Training & Development Journal Entry Preparation Operational Management

Windows 8, 10 & PeopleSoft Initiating Process Improvements GAAP Policies & Procedures

MS Office Word, PowerPoint, Excel Accounts Receivable & Accounts Payable Planning & Organization Skills

PROFESSIONAL EXPERIENCE

Premium Finance Analyst (Promotion, 2013-Present)

Insurance House Atlanta, GA

Process and analyze 340 credit card and cash posting transactions up to $120K for insurance payments via phone and online. Provide internal/external customer service, monitor accounts, cancel reinstatements, release funds, perform audits to ensure timely cancellations, and create monthly reports to show progress.

Developed and implemented In-House Finance Program that improved productivity from 67% to 100%.

Established and enhanced A/R and billing processes through quality assurance with management.

Partnered with Managing General Agency team to resolve 45+ issues and discrepancies on accounts.

Generated 300 billing and collection quotes resulting in creating 70 new premium policy account clients.

Accounts Receivable Analyst (2007-2013)

Controlled cash flow activities for Commercial Lines business MGA Operations to include processing cancellation refunds for internal/external finance companies bi-monthly, directing calls, and requesting notice of reinstatements on accounts. Improved A/R processes constantly for quality assurance with management.

Liaised with internal MGA Operations team to resolve conversion issues or discrepancies on accounts.

Evaluated and prepared monthly aging report precisely in compliance of 45-60 day past due receivables.

Conducted follow-ups with 450 agents and 15 external clients to collect past due payments of $115K.

Oversaw 150 accounting transactions of refunds, cash applications, and direct bill commissions for $75K.

Lead Accountant/Premium Finance Specialist (2002-2007)

HBW Insurance Services Atlanta, GA

Led Insurance Services accounting and finance division to support billing, collections, book of business and training to meet business goals. Produced weekly and monthly financial reports to team and management on billing and collections. Processed payments, check requests and issued 12 cancellations and premiums.

Trained 6 Collections Reps’ and Underwriting Support on (Premium Cananwill Finance) how to use data, execute quotes, post funds, and troubleshoot, leading to “Top Performing Customer Appreciate” Award.

Saved builders and welders $11K on commercial policies by developing Direct Bill Program procedures.

Planned and scheduled accounting meetings with 3 team associates on updates, special projects, procedures, and aging report issues to make sound judgment decisions as Lead and troubleshoot.

Staff Accountant (2001-2002)

Concord EFS/Buypass Corporation Atlanta, GA

Provided customer service to internal/external clients and assisted vendors and customers with invoice billing issues. Analyzed and prepared general ledger entries by managing records and reconciled accounts to report to managers. Performed ACH payments, cash applications, A/R, A/P and processed 300 monthly statements.

Accounting Consultant (2000-2001)

Robert Half/Accountemps/Accounting Alternatives Atlanta, GA

Administered full service accounting to include general ledger balancing, accounts receivable, accounts payable, bank reconciliations, cash application, cash management, lockbox processing, and treasury analyst.

EARLY ACCOUNTING EXPERIENCE

JP Morgan/Bank One (Chase) Detroit, MI

Fund Accounting/Team Lead Trust Operations (Promotion)

Trust Control Accounting Analyst Trust Operations (Promotion)

Bank Operations

EDUCATION

Master of Science Concentration in Psychology – Leadership Dev & Coaching, 2012

Walden University Minneapolis, MN

Bachelor of Arts Concentration in Speech Communications

Wayne State University Detroit, MI

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