Darcey Foster: in Edmonds, WA

• Successfully processed an average of 190 statements monthly, ensuring timely completion and working closely with the finance team members to verify that all processes and procedures aligned with strategies. • Researched, evaluated, and obtained ten monthly statements from insurance company commission statement for check, wires, and Automated Clearing House (ACH) deposits. • Inputted, downloaded and transferred statements to Excel. • Entered detailed client commission statement information into specialized employee BenefitPoint operating system, verifying proper payment to producers. • Partner with HUB customer service representatives on invoice errors and followed up with information and details until the challenges are successfully resolved. • Assisted other departments with bill processing using Epic on as needed basis. • Reviewed and reconciled insurance company commission statement to agency operations system entries, verifying that all commissions were calculated correctly and that commission was accurate. • Develop rapport and long-term strategic relationships with insurance carriers.

• Coordinated, obtained, viewed, and verified the account service order information and entered data in a timely and effective manner. Performed approximately 15 data entries per day, verifying service orders. • Evaluated, processed, and verified the accuracy of each service order. • Initiated proactive response to service requests for service order modifications, and communicated changes to appropriate personnel, ensuing modifications were in-line with organizational expectations. • Implemented and performed system maintenance to various electronic service order files. • Utilized the prorate calculator to adjust requirements by allocating prorates based on activity from service agreements.

• Employed attention to detail and organizational abilities to process 150 checks and 125 credit returns on a daily basis. Posted, tracked, and reconciled customer payments with credit card accounts. • Evaluated and reconciled credit card batches by matching, verifying, and posting receipts to customer accounts in the internal financial accounting system. • Researched open credit card orders, opened RAs, and communicated with departments as needed. • Processed and created debit memos to clear and balance accounts within the accounting system. • Partnered with colleagues in the finance department to support and provide assistance. • Utilized the M3/Lawson Accounting system to create the return process.