Adam Espey

Adam Espey

Assistant Manager

Followers of Adam Espey316 followers
location of Adam EspeyKansas City, Missouri, United States

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  • Timeline

  • About me

    3E Project Manager / Business Insight Analyst

  • Education

    • Northwest Missouri State University

      2003 - 2007
      B.S. Marketing/Management
    • Northwest Missouri State University

      2007 - 2008
      MBA Business Administration
  • Experience

    • Plasma Biological Services

      Oct 2009 - Oct 2011
      Assistant Manager

      ● Oversaw aspects of the center, including, human resources, financial management, and daily operations. ● Assist with troubleshooting and/or implementing corrective action, as necessary. ● Selected, developed, and motivated a competent staff to achieve center’s objectives and mission. ● Monitored center files for proper record keeping and store of record archives. ● Work closely with the Quality Assurance team to ensure proper procedures.● Responsible for packing, verifying, and shipping of plasma product. ● Accountable for the acceptance and release of soft goods. Show less

    • State Farm Insurance

      Apr 2012 - Dec 2013
      Claim Processor

      ● Provide remarkable customer service with each and every customer interaction. ● Engage in day-to-day problem solving to effectively meet customer needs. ● Communicate explanation of claims process to customers. ● Determine liability in auto claims. ● Trained in Enterprise wide Claim Reporting System (ECS). ● Licensed insurance adjuster in Oklahoma and Louisiana. ● Excel in fast paced teamwork environment.

    • J.P. Morgan

      Dec 2013 - Jan 2015
      Retirement Specialist

      ● Maintain ownership and accountability for transactions processed on participants accounts.● Provide clear and concise communication of plan information and policies.● Engage in educational discussions focused to help the participant retire on track.● Adjust to the changing work environment in order to meet business needs.

    • EShipping

      Jan 2015 - Jun 2017

      ● Ensured input and timely payment for all international invoices for the company,● Responsible for creating a weekly check, EFT, and wire payments.● Implemented a detailed review and audit process to ensure validity of shipments prior to issuing payment.● Handle month and year end closing bank reconciliation for various bank accounts within the company.● Suggested process improvements to streamline processes. ● Provide general ledger coding on a weekly basis to customers with great attention to detail.● Perform a high level weekly review verify appropriate rules and exceptions are followed.● Responsible for customer interactions and assistance with various billing and account questions.● Ensure customers receive invoices on a weekly basis.

      • Accounts Payable Specialist

        Sept 2016 - Jun 2017
      • Billing Coordinator

        Jan 2015 - Sept 2016
    • Littler

      Jun 2017 - now

      ● Mentor and guide employees ensuring all are trained in software knowledge and capable of performing assigned duties.● Responsible for multiple complex legal billing accounts.● Prepare reports to monitor.● Departmental inbox expert and trainer for over 25 employees. ● Oversee and monitor all monthly billing activities for over 45 assigned attorneys which requires accuracy, efficiency, and attention to detail.● Provide timely responses and service on all Shareholder inquiries.● Maintain high workload volume while executing multiple tasks.● Perform weekly supervision over departmental inbox.

      • 3E Project Manager

        Dec 2021 - now
      • Business Insight Analyst

        May 2021 - now
      • Team Lead - Client Accounting

        Mar 2019 - Jan 2022
      • Client Accounting Specialist

        Jun 2017 - Mar 2019
  • Licenses & Certifications

    • Insurance License

      Louisiana Department of Insurance
      May 2012