Jeff McNeil – Accountant, Insurance, Manager


Bachelor in Business Administration with a concentration in Accounting at California State University at Fullerton, graduated in 2009 with a GPA of 3.17 while working full time.

Software Experience:

  • Excel & Word (Advanced)
  • Microsoft Access (Intermediate)
  • CRM Systems (Intermediate)
  • SQL Queries (Basic)
  • Cognos Impromptu Report Writer (Intermediate)
  • Oracle General Ledger (Basic)
  • Policy Management Systems (Advanced)
  • AS400 (Intermediate)
  • Excel Pivot Tables, V-lookup, Advanced Macros, Permissions
  • Stoneriver General Ledger & AP (Advanced)
  • Hyperion Financial Reporting (Intermediate)

Guiding Concepts:

  • You can’t manage what you can’t measure.
  • Morale is worth more than money.
  • A smooth running department requires empowered employees and knowing the context for their duties.
  • Be sure the amount you are searching for is worth more than the time it will take to find it.
  • Correcting the root cause is better than a bandage.
  • Sometimes bringing a draft to the table that can be perfected later, is better than waiting until it is perfect to present.

Work Experience:

Home Shield Insurance Solutions- $3 Million Insurance Agency
Operations Manager – 07/2015 to 05/2017

  • Created the business plan, advanced 5 year variable pro-forma budget in Excel, market research reporting to the CEO.
  • CRM and Policy Management systems Installation, Project Manager for AMS360 and PL Rater.
  • Monthly General Ledger posting, Accounts Payable, Accounts Receivable, Trial balance and P&L creation.
  • Business analyst for partnerships over 100 banks/mortgage companies.
  • Financial Modeling of a tiered sales agent compensation plan.
  • Regulatory licensing documents filing, including my personal California P&C Insurance Broker License
  • Responsible for daily operations, hiring and terminations, and vendor management..
  • CFPB, QMR, RESPA, TRID, FCRA, FACT, CA FIPA SB-1 Compliance for solicitation of leads.
  • Insurance compliance for Dodd-Frank Act and Gramm-Leach-Bliley Acts pertaining to Mortgage Industry
  • Document creation privacy policies, affiliated business disclosures, CA SB-1 Opt-In documents

First American Property & Casualty Insurance Agency – $40 Million Insurance Agency
Operations Manager – 01/2013 to 06/2015

  • Managed 12 employees in admin, data entry and CSRs in two offices, CA & FL.
  • Accounting department liaison for month-end process including journal entries, accounts payable, accounts receivable, intercompany concur charges, revenue report analyst and income statement review and approval.
  • Created, and published analysis of financials, budget forecasting and cost center allocations.
  • Project Manager for new VOIP phone system which decreased wait queues by 13%, automated home insurance quoting via XML interface increasing efficiency by 26% by and Access database reports with SQL queries to expand leads by 7%.
  • Initiated customer touch-point e-mail surveys, letters and social media marketing campaigns which increased retention by 4.7%
  • Regional expansions of operations into new states & lines of business to increase sales conversions by 28% year-over-year.
  • Automated business analytics with VBA/Macro enabled report creation.

First American Specialty Insurance Company – $110 Million Insurance Carrier
Supervisor of Agency & Technician Accounting – 06/2010 to 12/2012

  • Supervised two employees for month-end journal entries & formal financial statement creation under GAAP rules for a $40 Million insurance agency arm, First American Property & Casualty Insurance Agency.
  • Prepared & posted JEs, reviewed and closed month-end for the Insurance Agency profit centers.
  • P&L creation, review and submission to Controller for consolidation to corporate accounting system.
  • SOX compliant procedures & Tri-annual audit assistance along with internal auditors from PWC and Deloitte.
  • Performed variance analysis for month-end and provide explanations to Controller for talks with CEO & CFO.
  • Completed Analysis of Agency’s lead source to increase available prospect by 17%
  • Year-over-year analysis of sales activity within the Insurance Agency.
  • Annual Budget creation for both premium and expenses for Controller review for both carriers & agency.
  • Created, in concert with the Sales Director, new tier compensation model for insurance sales agent.
  • Promoted to Operations Manager of the First American Property & Casualty Insurance Agency.

First American Specialty Insurance Company – $110 Million Insurance Carrier
Accounting Technician – 08/2006 to 06/2010

  • • Generating & analyzing over 100,000 claims with both direct and ceded Paid Losses, ALAE, ULAE & IBNR including Schedule P for statutory annual reporting to state insurance departments.
  • Created LEBL (Loss & Expense triangles By Line of business by accident year) as basis for setting IBNR.
  • Quota share & excess-of-loss reinsurance contract premium calculations & billing.
  • Statutory Schedule D and 10-Q reporting for investments using CAMRA D and Hyperion Software systems.
  • Creation of annual budget premium forecast worksheets for Controller review.
  • AR reconciliation of all 60,000 home insurance policies. Including review of bad debts, write-offs.
  • Lead accountant for GL conversion to an enhanced profit center & department coding structure.
  • Unclaimed property manager for input, monitoring and filing with various state government agencies.
  • Enhanced accountant JE speed & accuracy by implementing macro based worksheet entry & cross check.
  • Promoted to Supervisor once confirmation of my bachelor’s degree from CSU Fullerton was completed.

First American Specialty Insurance Company – $110 Million Insurance Carrier
Accounting Clerk – 05/2003 to 08/2006

  • Accounts payable vendor manager, input, corrections & TIN matching/verification.
  • Catastrophic wildfire loss claims reporting $65 Million in losses billed to reinsurance carriers GenRe/Benfield.
  • 1099- MISC creation, reconciliation, mailing & Filing with IRS. B-Notice review, filing & monitoring.
  • Claims report from AS400 data extracts, Direct Loss and ALAE detail & summary files for accountants to prepare JEs for posting

Examples of Exceptional Work:

  1. Refined, streamlined, and automated reporting process for claims information turning a 7 day report creation process into 2 hours. This was done by asking the involved parties for feedback and KPIs and then simplifying the creation to a copy+paste+Macro Excel file.
  2. When Supervisor of Agency Accounting, we were able to have a standardized 3 day closing. In many cases a 2 day closing was accomplished by consolidating all JEs into one excel file, cross-linking worksheets and creating a virtual trial balance.
  3. Through internal audits of claims information, found $200,000+ of orphaned accounts not on any report. The accounts were closed and the liability lifted.
  4. Conducted business process analysis of the lead structure of the home insurance agency to find that $80,000 per year was spent on buying, processing and mailing to leads that had a 0.01% success rate. Eliminated the process and found better uses for the newly found data entry staff capacity.
  5. Increased policy sales by 5% by bringing in a creative firm to rewrite our marketing collateral to better suit each specific lead type. Increased policy sales another 3% by adding urgent calls to action on envelopes, at no additional cost to print.

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