Welcome to Utilitarian Financial Consulting Corp

Insurance Premium Management

Standardized the data collection process and the balancing methodologies to reconcile incoming premium payments to policy cash value and lockbox deposits to policy payments on a nightly basis. Created detailed desk manuals, re-engineered new Excel spreadsheets, added links and conditional formatting to ensure data validity. Result: Employee training time was reduced by 25% allowing cross-training opportunities.  Desk manuals used to satisfy SOX requirements for 100% compliance.