Hard working professional with 7 years of experience in payment processing, policy management, and team training within the insurance industry. Demonstrated expertise in managing complex payment systems, ensuring accuracy and operational efficiency, while streamlining processes to improve team performance. Skilled in mentoring colleagues and enhancing cashiering procedures. Currently pursuing a bachelor’s degree, eager to leverage a strong foundation in operations and leadership to contribute to a variety of industries.
Overview
19
19
years of professional experience
Work History
Accounting Associate
Guardian Life Limited Jamaica
12 Trafalgar Road, Kingston 8
12.2018 - Current
Process & manage salary deduction payments remitted by employers on behalf of employees, ensuring accurate contributions to their individual policies
Receive and process payments via electronic funds transfer and cheque for salary deduction centers and individual insurance policies
Receive and apply lump sum payments to the investment savings components of individual policies
Prepare bank lodgements for cheques, along with detailed audit trails and lodgement records for each transaction
Facilitate the receipt of payments for service charges incurred from additional services requested by clients in relation to their policies
Reinstate lapsed policies and process refund payments to clients in accordance with policy terms and upon formal request
Document and maintain comprehensive records of salary deduction authorization forms to ensure accurate tracking and processing
Journalize payments for salary deductions incorrectly credited to the wrong deduction centers and GL accounts
Work closely with agents and customer service representatives to ensure clear communication and the effective maintenance of stakeholders' policies
Follow up with the payroll and accounts payable teams of client companies to ensure timely premium payments and expedite the resolution of any overdue or outstanding amounts
Train staff on cashiering procedures, including receipting payments via electronic funds transfer and cheque, preparing cheques and lodgement details for bank lodgement, applying lump sum payments and service charges, accounting for each transaction to balance daily receipting audit trails, and compiling monthly payment reports
Summer employee
Guardian Life Limited
07.2018 - 08.2018
Answering and directing phone calls
Filing and data entry of documents
Assisting in the drafting of summer employment letters for summer applicants