Jeff McNeil – Accountant, Insurance, Manager
Education:
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:
- 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.
- 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.
- Through internal audits of claims information, found $200,000+ of orphaned accounts not on any report. The accounts were closed and the liability lifted.
- 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.
- 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.