Daniel Mittelmark, RPLU, CIC, CPCU, ARM

Experience

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  UCF Finance and Accounting

  Mar 2010 - Jan 2011

  Account Processor

  • Oversee departmental expense and reimbursement accounts. • Responsible for the timely intake and accurate processing of data from initial submission to completion. • Conduct document reviews for accuracy and completeness. • Prepare & sort source documents. Identify, interpret and input data. Respond to inquiries regarding entered data. • Initiate inquiries to resolve inconsistencies or missing data. • Determine and approve submissions for disbursement that are within budgetary guidelines. Show less

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  Brown and Brown Insurance

  Jan 2011 - Apr 2013

  Lead Financial & IT Review Analyst

  • Assist in Financial Operations Reviews of the Retail, Programs, and Brokerage offices on an annual basis.• Participate in follow-up reviews for profit centers requiring additional consultation• Analyzed data to detect deficient controls, fraud, or non-compliance with laws, regulations, and management policies.• Inspected accounting books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures.• Examined records and interviewed employees to ensure proper recording of transactions and compliance with laws and regulations.• Reviewed data relating to material assets, liabilities, income, expenditures, operations, and IT infrastructure and procedures.• Conduct orientations and overview presentations for newly acquired profit centers as needed• Participate in special projects and assist other corporate departments as necessary Show less

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  ECC Insurance Brokers, Inc. (Division of Brown & Brown Insurance)

  Mar 2013 - Nov 2014

  Professional Liability Insurance Broker
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  Hull & Company (Division of Brown & Brown Insurance)

  Nov 2014 - Mar 2016

  Professional Liability Insurance Broker
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  Socius Insurance Services, Inc.

  Mar 2016 - now

  Senior Vice President

  Professional, Cyber & Management Liability Insurance Broker