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Chrissy Bernard

@chrissybernard

Accounts receivable and finance administration professional at Gallagher Insurance Brokers, handling client billing reconciliations and compliance.

Saint Lucia

Message

What I'm looking for

I’m pursuing a Bachelor of Science in Accounting and Finance (ACCA), and plan to pursue an MBA in Management after completing my degree. I’m interested in leadership, strategic growth, and contributing to organizational success.

At Gallagher Insurance Brokers, I managed client relationships and supported the delivery of tailored insurance solutions, while handling accounts receivable and client billing reconciliations.

I supported financial administration by reviewing billing information and maintaining documentation. I also prepared client documentation, completed Know Your Customer (KYC) forms, and assisted with risk questionnaires and due diligence.

I'm pursuing a Bachelor of Science in Accounting and Finance (ACCA) at UNICAF University, with plans to pursue an MBA in Management after completing my degree. My background includes insurance operations, compliance, and financial administration.

Experience

Work history, roles, and key accomplishments

Customer Solutions Associate/Insurance Broker

Gallagher Insurance Brokers

Aug 2019 - Jun 2026 (6 years 10 months)

Managed client relationships and provided tailored insurance solutions while supporting commercial activities and ensuring high standards of customer service. Handled accounts receivable, billing reconciliations, and compliance documentation including KYC processes.

Customer Relationship Management Accounts Receivable Billing Reconciliation KYC Compliance Risk Assessment Customer Service Financial administration