Sarah P.

Experience

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  Nationwide Insurance

  Nov 2013 - Jan 2016

  Obtained agency, district, and market information in order to perform underwriting analysis and identify business trends and opportunities for profitable growthReviewed individual risks for acceptability based on company underwriting guidelinesResponsible for decisions to accept, amend, or decline business based on best practices and judgmentDetermined classification of risks to ensure the matching of price and product to the customerCommunicated underwriting decisions to agencies and internal departments Show less

  • Personal Lines Underwriter

    Feb 2015 - Jan 2016

  • Material Damage Insurance Specialist

    Nov 2013 - Feb 2015
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  The Ohio State University Wexner Medical Center

  Jan 2016 - Aug 2023

  Manage data, coordinate administration of the USIPServe as primary contact for insurance matters and assist physicians in completing insurance applicationsDevelop system needs related to OSU created web-based physician application and perform testing of systemIndependently review insurance applications and conduct first level of underwriting reviewResearch information from multiple sources and independently prepare confirmation of USIP coverage to internal and external partiesPerform quarterly financial audit of funding contributions and communicate with internal accounting staff; review findings with directorCoordinate and facilitate activities by serving as a liaison to administrators, academic departments, physicians, and with internal and external contactsRisk Management Committee secretary - schedule meeting; prepare draft agenda; coordinate materials from Risk, Litigation and Insurance; communicate with chair and members; prepare written meeting minutesInsurance system design – participate in development of technology to support the USIPRemotely trained a new associate to perform the Insurance Coordinator role Show less Created and updated communications for RxOC events, including informational handouts, executive summaries, PowerPoint presentations, and advertisementsCoordinated member events and client meetingsOversaw RxOC annual budget and forecast, collaborated with OSU Health Plan Accountant, and presented to executive managementArranged travel and processed expense reportsMaintained and updated company websiteEntered and tracked requests for purchasing, and reimbursementsIndependently coordinated RxOC annual conferenceCollaborated with Human Resources Managers, Wellness Coordinators, and Benefit Consultants to maintain accounts, enrolled clients in value-add programs, and planned wellness events Show less

  • Insurance Coordinator - Office of Legal Affairs

    Nov 2019 - Aug 2023

  • Business Development Specialist - Rx Ohio Collaborative

    Jan 2016 - Nov 2019
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  University of South Florida

  Sept 2023 - now

  Collaborate with Fiscal & Business Analysts, Assistant/Associate Director on budget and financial errors and provide reporting, analysis, end of year reports, projections, forecasts and trend analysisProvide financial analysis, reconciliation, projections, analysis, end of year reports, forecasts, annual budgets, trend analysis and oversee budget management, and fiscal resource management for at least 4 highly complex departmentsKeep leadership informed of financial and budget status and lead financial meetings with leadershipDevelop and recommend financial control policies and processesReview expenditure activities to identify potential problems, recommend solutionsReconcile and perform detailed review and analytical analysis of financial statementsAct as accountable officer and resolve over/under allocationsPrepare and present detailed analysis and reports related to AP, AR, Travel, Purchasing, PayrollManage upon request the full accounts payable cycle from requisition request to receipt of invoices to payment; including coding, invoices, matching purchase orders, obtaining approval, and entering invoices into the accounting systemReview requisition request for adherence to USF Purchasing policies and enter and submit in FAST with appropriate documentation for approvalResponsible for monthly accounts payable journal entries and balance sheet reconciliationsWork with vendors on issues related to late payments and troubleshooting lost checks/invoicesReconcile vendor statements to purchase orders and outstanding AP invoicesInvestigate and resolve problems associated with processing of invoices and purchase ordersOversee procedures for proper acquisition, assignment, and/or transfer of propertyLiaise with Asset Management and coordinate all property formsVerify Pcard transactions and bank transactions for several departmentsAudit PCard receipts for adherence to University PCard Compliance policies and procedures Show less Processed requests for new suppliers, contracts, requisitions, and payment request forms in Bull Marketplace (BMP)Referenced Finance Mart to review budget for purchasingReferenced FAST to determine appropriate budget and expense codesPerformed fiscal and budget support work to assist with the administration of financial and business transactions within the departmentProcessed changes to purchase orders as neededReviewed purchase requests for adherence to USF Purchasing policies and appropriate documentationCreated receipts for approved invoices and submit for paymentMonitored CMS-Accounting mailbox for incoming communications Show less

  • Business Administrator

    May 2024 - now

  • Fiscal & Business Specialist

    Sept 2023 - May 2024