Tiffany Reynolds, TIIA, CISR
Summary
Experienced Commercial Lines Account Manager aiming to leverage 5 years of insurance expertise to contribute immediate value to any team.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
INSURICA
11.2022 - Current
- Managed accounts in the small to mid-market consisting of general accounts & self-storage accounts with territory size of $500,000-$525,000 in revenue.
- Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Maintained required data in agency management system to follow corporate guidelines.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Collected premiums on or before effective date of coverage.
- Conducted annual reviews of existing policies to update information.
- Familiar with both standard market carriers & surplus lines brokers/MGAs.
- Process renewals from start to finish.
- Familiar with online quoting and processing Acord forms as well.
Commercial Lines Account Manager
McKnight Insurance Services
01.2021 - 11.2022
- Managed accounts in the small to mid-markets with territory size of $400,000 in premium.
- Conducted comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Maintained required data in agency management system to follow corporate guidelines.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
- Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
- Collected premiums on or before effective date of coverage.
- Conducted annual reviews of existing policies to update information.
- Familiar with both standard market carriers & surplus lines brokers/MGAs.
- Process renewals from start to finish.
- Familiar with online quoting and processing Acord forms as well.
Capital Delivery Fiscal Coordinator
City of Fort Worth
02.2019 - 08.2020
- Review construction and engineering invoices for assigned projects for accuracy and process for payment
- Perform account analysis, monitor budgets and reconcile contracts of assigned projects
- Create journal entries and budget transfers for assigned projects
- Check invoices for completeness and accuracy
- Review projects that contain Federal, State or Local grant funds to ensure grant reporting requirements and submissions are completed
- Attend Project Manager team meetings to provide a financial summary
- Review all contracts, amendments or task orders to make sure all guidelines are being met
- Perform project setups and project closures on assigned accounts
- Serves as a backup for the receptionist when needed.
Commercial Lines Account Technician
Hub International
11.2016 - 02.2019
- Work with assigned Account Managers on servicing their book of business
- Working relationships with various insurance carriers and insurance brokers
- Check policies and endorsements for completeness and accuracy
- Review and process change requests in the agency management system
- Prepare invoices, transmittals, ID cards, certificates of insurance, evidence as insurance binders, cancellation forms and order loss runs as required
- Other responsibilities as assigned by Manager
- Serves as backup to mailroom coordinator and receptionist when needed.
A/R Coordinator
MHMR Of Tarrant County
06.2013 - 11.2016
- Post unapplied funds received by vendors or clients via mail within 3 days with appropriate payment source type on the correct open record in the accounts receivable system
- Perform procedures to ensure that cash flow shortage is not experienced by entire agency
- Perform follow ups on outstanding private pay accounts
- Assist Billing Manager as needed in various projects
- Receiving and redistribute all incoming correspondences/mail both in and out of office
- Performs other office duties as determined by the Office Supervisor.
Accounting Technician
Cook Children's Physician Network
01.2008 - 04.2013
- Review all check requests, reimbursement requests and invoices for reasonableness, such as charge coding, department coding and compliance with policies and contracts
- Enter and prepare all invoices for payment
- Perform weekly reconciliations to ensure accuracy of check runs
- Match all check copies to vendor invoice or reimbursement request including vendor name, address and amount
- Interact with vendors, practice managers, system-wide finance staff, Materials Management, and other system personnel to resolve and research issues
- Assist with Department coverage of phones and provide backup for designated receptionist
- Preparing bills for contracted third-parties for services provided
- Attend vendor meetings as required to update vendor contracts, billing information, or resolve billing issues
- Special projects as assigned by Vice President, Finance.
Account Service Representative
Kaiser Permanente
10.2002 - 01.2008
- Process Group customer requests for refunds on payments, research validity of request and, if qualified, issue refund
- Process collections on delinquent Group accounts, research customer claims contesting delinquency
- Issue 30-day collection notices on valid delinquent accounts
- Run system reports and reconcile to verify that requested refunds have been issued
- Close customer Groups, Sub-Groups and individual Group member accounts after accounts are processed for internal collections
- Process final billing to Group for outside collection agency for any delinquent charges remaining New Group ASR
- Process New Group applications and create accounts
- Scrutinize all applications to verify completeness, accuracy of information and presence of signatures
- Verify receipt of check for initial payment and verify check is properly posted
- Create new account in billing system for new group, enter all group information into system and verify completeness and accuracy, manually reconciled medical/dental accounts for businesses in the states of Oregon & Washington
- Use Microsoft programs such as Excel & Word to run various reports to help the billing of the groups
- Process family activity and data entry for groups
- Invoicing for groups.
Education
BBA - General Business; Minor in Accounting
Tarleton State University
Stephenville, TX12.2021
Associate of Arts - Business Management
Hill College
Cleburne, TX05.2018
Skills
- Microsoft Office
- AMS360
- Epic
- Lawson
- PeopleSoft
- AS400
- ImageNow
- Account Management
- Policy Renewals
Certification
Texas Department of Insurance, License# 2176540, March 2017 - Current
Timeline
Commercial Lines Account Manager
INSURICA
11.2022 - Current
Commercial Lines Account Manager
McKnight Insurance Services
01.2021 - 11.2022
Capital Delivery Fiscal Coordinator
City of Fort Worth
02.2019 - 08.2020
Commercial Lines Account Technician
Hub International
11.2016 - 02.2019
A/R Coordinator
MHMR Of Tarrant County
06.2013 - 11.2016
Accounting Technician
Cook Children's Physician Network
01.2008 - 04.2013
Account Service Representative
Kaiser Permanente
10.2002 - 01.2008
BBA - General Business; Minor in Accounting
Tarleton State University
Associate of Arts - Business Management
Hill College
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