Financial Analyst Senior

RENEE LEGGETT

**-** **** ***** ***. **N 917-***-****

Rego Park, NY 11374 *********@*****.***

PROFESSIONAL EXPERIENCE:

ARCH INSURANCE Jersey City, NJ 2/2016 TO PRESENT

Senior Financial Analyst, Arch Insurance-Jersey City, NJ

• Manage the collection process for original premiums, endorsements, and final audits, working closely with insurance brokers and underwriters to reconcile balances due.

• Issue Earned Premium Letters and invoices for delinquent accounts, as well as cancellation notices for non- payment of premiums, ensuring timely follow-up and resolution.

• Communicate effectively with the legal department, brokers, and insured parties to facilitate settlement agreements and address non-payment issues.

• Monitor premium financing accounts and initiate non-payment notices when necessary, ensuring adherence to accounting guidelines and regulatory requirements.

• Prepare disbursements for approval and processing, meticulously documenting transactions and ensuring accuracy in financial records.

• Monitor the Age Stat Report to track payment status and follow up on outstanding balances, ensuring payments are received within agreed-upon terms.

• Proactively resolve unapplied cash situations, collaborating with internal teams and external stakeholders as needed.

• Demonstrate strong analytical and problem-solving skills, providing insights and recommendations to optimize cash flow management and mitigate financial risks.

• Work both independently and collaboratively within a team environment, effectively balancing individual responsibilities with team objectives.

• Interact with internal and external customers in a professional and assertive manner, fostering positive relationships and ensuring client satisfaction.

• Take initiative in identifying opportunities for process improvements and actively participate in special projects to support departmental initiatives.

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ARCH INSURANCE Jersey City, NJ

Financial Analyst, Arch Insurance-Jersey City, NJ 1/2018 to 8/2015 Key Responsibilities:

• Spearheaded premium collections initiatives for the specialty direct division, ensuring efficient and accurate processing of payments.

• Identified and resolved discrepancies related to premiums, commissions, and payments, employing strong troubleshooting skills to address issues promptly.

• Prepared comprehensive account reconciliations, including correspondence and adjustments, and diligently followed up until resolution was achieved.

• Provided timely and professional responses to account inquiries, maintaining a high standard of customer service and satisfaction.

STARR COMPANIES New York, NY

Collections Specialist-Starr Companies, NY, NY 5/2014 to 9/2014 Collaborated with insurance brokers to recover delinquent premium collections, implementing a systematic follow-up process. Managed accounts receivable aging, ensuring compliance with guidelines. Issued delinquent letters, processed refunds, and maintained accuracy with company policies. Posted daily cash receipts promptly, ensuring timely and accurate financial recording. DIPTYQUE LLC New York, NY

Collections Specialist-Diptyque LLC, NY, NY 9/2013 to 12/2013 Managed receivables for a Luxury Fragrance House, overseeing 60+ accounts for timely payments. Monitored returns and processed corporate credit card charges, ensuring policy compliance. Provided daily cash flow updates and addressed customer issues promptly. Prepared bank deposits and managed receivable adjustments, ensuring accurate financial records and reconciliation.

WSP GROUP New York, NY

Collections Specialist-WSP Group, NY, NY 2/2013 to 6/2013 Coordinated with senior management bi-weekly and monthly for collection efforts, ensuring alignment with goals. Maintained up-to- date accounts receivable reporting with detailed customer notes for the east coast, offering insights to management. Negotiated payment plans and provided daily cash receipt updates to operational managers, supporting informed decision-making and positive client relationships.

VOLT DELTA RESOURCES, LLC NY, NY

Credit/Collections Supervisor -Volt Delta Resources, NY, NY 12/2004 TO 2/2013 Conducted diplomatic collection activities, prepared detailed weekly aging reports, and monitored accounts for irregularities. Assessed credit history to set client limits, communicated discrepancies to teams, and resolved queries, ensuring financial accuracy. Collaborated with third-party agencies for debt recovery and utilized software tools for detailed reporting to senior management.

EDUCATION: PRATT INSTITUTE BROOKLYN, NY

Bachelor of Fine Arts Degree in Merchandise & Management MOUNT OLIVE COLLEGE MOUNT OLIVE, NC

Associate in Applied Science Degree

THE INSTITUTES Associate in General Insurance-AINS Independent Study: Medical Billing Real Estate Sales A+ Certification SKILLS: Elite QuickBooks MS Office Mas 90 Solomon MDS Great Plains

Peoplesoft TurboTax Deltek Maintech BAS Outlook Oceanwide Policy writer Majesco ArchLink ARMS Oden

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