Heidi Biggs
Clarksville,TN
Summary
Experienced Accountant with 14 years of expertise in Insurance Brokerage. Known for problem-solving and enhancing customer satisfaction. Seeking a challenging and responsible career opportunity to excel and contribute to the success of employer and team. Courteous, loyal, and dedicated professional with a strong desire to become a valued member of a company that fosters growth. Possessing extensive skills in customer service, office management, and accounting. Committed to learning new skills as needed with a keen attention to detail. Thrives on numbers and enjoys problem-solving. Collaborative team player excelling in both group settings and when working independently.
Overview
17
17
years of professional experience
Work History
Accounts Payable Analyst
Risk Strategies Company
12.2021 - Current
- Prepare and submit carrier payments for each of the insurance/brokerage/fee companies.
- Receive carrier invoices, validate for accuracy and prepare for payment processing.
- Process check requests and wire transfers of foreign and domestic currency.
- Identifies and resolves billing discrepancies.
- Communicates with account managers regarding billing discrepancies, past dues, and documentation that is needed.
- Enhanced carrier relationships through prompt communication and timely resolution of discrepancies.
- Provide cross-functional support for other segments as needed, fostering a cohesive team environment.
- Support audit efforts, providing thorough documentation for accounts payable transactions as needed.
- Serve as payment approver.
- Mentor new people on the team as needed.
- Develop working relationships with RSP to resolve escalated issues with assigned carriers.
Carrier Coordinator/Team Lead
Willis Towers Watson
07.2017 - 12.2021
- Work with AP Process Administrator to oversee carrier payable work stream and process.
- Work with carriers and brokers, developing good working relationships.
- Analyze information pulled from insurance systems to discover synergies, negotiate terms, propose changes in contract or payment requirements (such as paying carriers with one payment across office locations, getting online access to agency bill carrier discrepancy statements, etc.).
- Determine cause of carrier discrepancies, communicate to client management, billing team, or other processes in an effort to decrease discrepancy issues, and increase efficiencies.
- Assist with online carrier accounts, system admin, password changes, statement download problems, and carrier inquiries.
- Develop working relationships with Mumbai NAC to resolve escalated issues within assigned agency.
- Perform periodic review of assigned carrier payable reports, identifying delinquent items, aged cash on account items, aged disputed items, etc.
- QC billings and approve invoices to be sent out.
- Mentor to approximately 12 individuals.
- Provide training and mentoring support to new hires.
- Travel to India to conduct waste walks for current processes and provide feedback for potential process changes that would improve workflows.
Assistant Client Service Representive
Willis Towers Watson
07.2015 - 07.2017
- Perform policy checks by comparing policy to binder and/or renewal to expiring.
- Support Day to Day service deliverables such as client inquiries and requesting policy endorsements from carriers within own workflow, or, in partnership with other Central teams as appropriate.
- Process endorsements and deliver them to clients.
- Provide service to Willis Clients and interface with other internal Willis service teams using various systems and tools such as EPIC, WillPlace, etc.
- Create proposals in coordination with Client Manager’s requests.
- Process fee agreements.
- Complete Policy Rounding functions to aid Certificate Center.
- Complete Policy Detailing functions to aid Field Office.
- Actively partners with appropriate service team resources to resolve client and carrier issues, including but not limited to coverage questions, billing discrepancies, and collections.
- Ensure compliance with all Willis and regulatory procedures such as WEM (Willis Excellence Model), SOX, and Surplus Lines taxes.
- Collaborate and communicate with other client services teams and Shared Service Centers (e.g.
- The National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, etc) to smoothly and efficiently complete joint work/process steps/etc.
- Help others to complete the tasks needed within their assigned agency.
- Processed Rate Modification (ModMaster).
- Mentor to 3 individuals.
- Member of the Change Champions Team (Improving Operational Standards).
- Triage Unit – provide assistance to the field office regarding accounting issues.
Carrier Coordinator/Payable Accountant
Willis Group
07.2014 - 07.2015
- Work with AP Process Administrator to oversee carrier payable work stream and process.
- Work with carriers and brokers, developing good working relationships.
- Analyze information pulled from insurance systems to discover synergies, negotiate terms, propose changes in contract or payment requirements (such as paying carriers with one payment across office locations, getting online access to agency bill carrier discrepancy statements, etc.).
- Determine cause of carrier discrepancies, communicate to client management, billing team, or other processes in an effort to decrease discrepancy issues, and increase efficiencies.
- Assist with online carrier accounts, system admin, password changes, statement download problems, and carrier inquiries.
- Develop working relationships with Mumbai NAC to resolve escalated issues within assigned agency.
- Perform periodic review of assigned carrier payable reports, identifying delinquent items, aged cash on account items, aged disputed items, etc.
- QC billings and approve invoices to be sent out.
- Mentor to 2 individuals.
Receivable Accountant
Willis Group
09.2010 - 07.2014
- Processing lockbox, wires, and ICT deposits daily.
- Reconciling exchange accounts (Sagitta).
- Reconciling direct bill COA (Sagitta).
- Working through emails and phone calls.
- Following up on client cash on account every 7 days.
- Quick QCing of backups work daily and placing on secure drive.
- Processing adjustments in both Sagitta and EPIC.
- Completing the process of direct bill over 60 days.
- Working 14030 items weekly.
- Working AR Review twice monthly.
- Processing small balance write-offs in both Sagitta and EPIC.
- Mentor to approximately 6 individuals.
Production Supervisor
Pro Charging Systems, LLC
05.2008 - 05.2010
- Provided administrative support and coordination to production line to ensure conformance to schedule and procedures.
- Communicated information to support departments and line personnel.
- Assisted with orientation and training of all line employees.
- Trained, monitored, and enforced safety procedures and policies.
- Maintained line equipment within housekeeping and cleanliness guidelines.
Education
Finance Emphasis Real
Middle Tennessee State University
Murfreesboro, TN12.2007
Nursing Intent
Aquinas College
Nashville, TN12.2005
Interdisciplinary Studies/Nursing Intent
Middle Tennessee State University
05.2005
Skills
- Knowledgeable in EPIC, WorkSmart/ImageRight, and AMS360
- Analytical Problem Solving
- Financial Record Analysis
- Accounts Payable
- Detail-Oriented Approach
- Microsoft Office Proficiency
- Effective and Professional Communication
- Financial Account Reconciliation
- Teamwork and Coordination
- Coaching and Mentoring
- Critical Thinking in Problem Resolution
- Financial Reporting
Timeline
Accounts Payable Analyst
Risk Strategies Company
12.2021 - Current
Carrier Coordinator/Team Lead
Willis Towers Watson
07.2017 - 12.2021
Assistant Client Service Representive
Willis Towers Watson
07.2015 - 07.2017
Carrier Coordinator/Payable Accountant
Willis Group
07.2014 - 07.2015
Receivable Accountant
Willis Group
09.2010 - 07.2014
Production Supervisor
Pro Charging Systems, LLC
05.2008 - 05.2010
Interdisciplinary Studies/Nursing Intent
Middle Tennessee State University
Finance Emphasis Real
Middle Tennessee State University
Nursing Intent
Aquinas College
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