Leslie Schopp

Experience

• 

  CBS Insurance and Van Gilder Insurance

  Feb 1982 - Aug 2005

  Accountant and Administrative Specialist

  • Support of commercial lines insurance sales and service to include contract and miscellaneous surety products.• Managed accounts receivables and premium payables including reconciliation of accounts.• Managed premium financing for large commercial clients.• Managed production reports, facilities, and bad debt collections.• Maintained all aspects of accounting department to include accounts receivable, accounts payable, taxes, daily bank deposits and investment portfolio.• Balance sheet and income statement preparation and maintaining budget process. • Information technology management, implementing insurance computer solutions, training, and maintaining systems.• Facilities management including office and equipment management. Show less

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  Wells Fargo Insurance Services

  Aug 2005 - Dec 2017

  • Developed compliance procedures, processes and software allowing for data analytics for all filings and reporting for over 2500 surplus lines licensees.• Wrote procedure manual for 52 tax jurisdictions and created audit procedures for oversight of tax accounts payables for national tax reporting.• Managed staff tax accountants. Surplus Lines Unit Manager

  • Tax Manager

    Aug 2005 - Dec 2017

  • Insurance Professional

    Aug 2005 - Dec 2017
• 

  USI Insurance Services

  Dec 2017 - May 2020

  Surplus Lines Tax Manager

  Direction and support of surplus lines analysts and compliance adhesion.• Obtained 98% accuracy in filings and reporting for over 2900 surplus lines licensees.• Created audit procedures for oversight of tax accounts payable for national tax reporting.• Managed staff tax analysts.

• 

  Core Title Group, LLC

  Jun 2020 - Dec 2020

  Closing Support
• 

  Veracity Insurance Solutions, LLC

  Dec 2020 - Apr 2024

  Filing Services Team Lead
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  InsCipher

  Apr 2024 - now

  Account Manager