Brian Tubbs, Mba Email & Phone Number

Columbus, Ohio, United States

Analyze and review claim losses against procedures established by insurance carriers. Aid in the efforts of insurance carriers’ Special Investigative Unit (SIU) and glass unit coordinators to facilitate the gathering of information that will create proper response to claim losses and legal documents. Identify potential fraud and litigation exposure to the company and facilitate knowledge of pending claims and litigation that may have an adverse impact. Serve as backup to Sales Account… Show more Analyze and review claim losses against procedures established by insurance carriers. Aid in the efforts of insurance carriers’ Special Investigative Unit (SIU) and glass unit coordinators to facilitate the gathering of information that will create proper response to claim losses and legal documents. Identify potential fraud and litigation exposure to the company and facilitate knowledge of pending claims and litigation that may have an adverse impact. Serve as backup to Sales Account Manager (SAM) and National Account Manager (NAM) teams and clients when it comes to questionable claim activity and performs administrative support tasks for SAM/NAM teams. Work with other Analysts to create regular reporting to audit third-party glass providers as well as additional opportunities for improvement in internal processes. Show less

Columbus, Ohio, United States

Answer incoming phone calls from Policyholders, Insurance Agents and Auto Glass Shops. Gather all necessary information for the claim, including verifying insurance coverage and deductible amounts.

Chandler, Arizona, United States

Answer incoming phone calls from Policyholders, Insurance Agents and Auto Glass Shops. Gather all necessary information for the claim, including verifying insurance coverage and deductible amounts.

Tempe, Arizona

Reviewed and responsible for providing operational support regarding insurance products and annuities to our branch office teams, third party vendors and other areas of the firm via in-bound paperwork and exception-based processing Effectively processed financial transactions, including Qualified Annuity Withdrawals, Signature Guarantees, Annuity IRA Applications and Annuity Death Claims. Answered incoming calls from Service Team regarding processing statuses and general processing… Show more Reviewed and responsible for providing operational support regarding insurance products and annuities to our branch office teams, third party vendors and other areas of the firm via in-bound paperwork and exception-based processing Effectively processed financial transactions, including Qualified Annuity Withdrawals, Signature Guarantees, Annuity IRA Applications and Annuity Death Claims. Answered incoming calls from Service Team regarding processing statuses and general processing questions.Secondary duties include running and completing daily reports, reviewing and processing original documents submitted by branch offices. Show less

Tempe, Arizona

Reviewed financial data including program fees, current balances, and advisory coding; to make concurrent interpretations regarding each client account. Effectively processed routine and non-routine activities/transactions by drawing on multiple information sources and understanding multiple effects of a transaction. Adjusted customer and/or firm accounts, performing calculations relating to exceptions and corrections, and be able to effectively communicate with financial advisors, internal… Show more Reviewed financial data including program fees, current balances, and advisory coding; to make concurrent interpretations regarding each client account. Effectively processed routine and non-routine activities/transactions by drawing on multiple information sources and understanding multiple effects of a transaction. Adjusted customer and/or firm accounts, performing calculations relating to exceptions and corrections, and be able to effectively communicate with financial advisors, internal headquarter associates and vendor.Secondary duties included reviewing Account Portability accounts and processing debits for HQ Review Team. Show less

Phoenix, Arizona

Responsible for analyzing and researching issues arising out of evidentiary findings from market analysis and market examinations for compliance with Arizona laws and administrative code. Research, extract, compile, analyze, evaluate, synthesize and present analyze reports. In addition, work with other state regulators, company officials and NAIC (National Associate of Insurance Commissioners) to administer annual Market Conduct Annual Statements

Phoenix, Arizona Area

Policy Services Analyst (Present)Responsible for the review and processing of all outgoing annuity transfers, systematic withdrawals, regular withdrawals and income riders. Following the underwriting process for all annuity transactions, conduct analysis of each situation to determine whether request can be processed. When needed, make outbound calls to annuity owners and agents to resolve any issues regarding processing. Work with the Oxford Life Call Center to resolve escalated… Show more Policy Services Analyst (Present)Responsible for the review and processing of all outgoing annuity transfers, systematic withdrawals, regular withdrawals and income riders. Following the underwriting process for all annuity transactions, conduct analysis of each situation to determine whether request can be processed. When needed, make outbound calls to annuity owners and agents to resolve any issues regarding processing. Work with the Oxford Life Call Center to resolve escalated issues for agents and contract owners.Secondary Duties include the underwriting and processing of life insurance loans and the surrender of life insurance policies. In addition, answering inbound phone calls, monitor electronic chat sessions for the Oxford Life Call Center and research complex policy disputes on behalf of management.• Reduced backlogged annuity and life processing, getting both within acceptable processing time lines• Recognized by leadership for quality in processing Show less

Phoenix, Arizona Area

Field inbound calls from insurance agents, policy holders and family members of policy holders (Resolution of phone call); review and verify security information with caller to comply with privacy laws. Following verification process, conduct needs analysis with caller to work towards resolution of the call (life insurance premiums, surrenders and cancelations of life and annuity policies, cash value of life policy, cash value of annuity, review of annuity financial statements, review of… Show more Field inbound calls from insurance agents, policy holders and family members of policy holders (Resolution of phone call); review and verify security information with caller to comply with privacy laws. Following verification process, conduct needs analysis with caller to work towards resolution of the call (life insurance premiums, surrenders and cancelations of life and annuity policies, cash value of life policy, cash value of annuity, review of annuity financial statements, review of current annuity allocations). Once call has been reconciled, work with internal corresponding team to resolution.Secondary Duties encompass processing of customer policy requests (beneficiary changes, address changes, etc.) within designated time frame. Over flow outgoing calls made to policy holders and agents to provide status of and resolve pending requests.• Praised for superior customer service by receiving numerous commendations, thanks, praises, and testimonies from happy customers and agents.• Recognized by colleagues and executive management for changing culture in department by emphasizing teamwork and accountability. Show less

Dublin, Oh

Claims Specialist (2009 – 2013)Field inbound calls from repair shops conducting vehicle inspections using 3-step process (Preliminary, Investigatory, and Resolution Stages); review claim, repair estimate, vehicle valuation, and any corresponding accident damage, checking policy validity to qualify for coverage, and documenting all findings. Following Preliminary Stage, initiate and facilitate conference call between vehicle owner and repair shop to gather pertinent data (title, lien… Show more Claims Specialist (2009 – 2013)Field inbound calls from repair shops conducting vehicle inspections using 3-step process (Preliminary, Investigatory, and Resolution Stages); review claim, repair estimate, vehicle valuation, and any corresponding accident damage, checking policy validity to qualify for coverage, and documenting all findings. Following Preliminary Stage, initiate and facilitate conference call between vehicle owner and repair shop to gather pertinent data (title, lien status, vehicle location, etc.), communicate settlement terms to owner, advising policy holder on settlement process, required paperwork, and arrangements to tow automobile to repair facility. During Resolution Stage, review claim and forwarded paperwork, release check, and follow up with owner to notify of settlement payment.Secondary duties encompass completing Salvage Projects where Nationwide issued claim payment, but paperwork rejected by salvage vendor; contact owner to secure new documentation in alignment with salvage vendor demands, negotiate new salvage title value if disputed, arrange extended rental car reservation for policy holder, and address any questions or concerns from client prior to closing claim.• Continued to distinguish self with career history characterized by outstanding customer and community service, attaining several “Bravo Awards” from superiors, numerous perfect “10.0” scores on monthly management reviews, and innumerable commendations, thanks, praises, and testimonies from happy customers. • Revolutionized way Vehicle Evaluation Center (VEC) did business – helping streamline/expedite claims processing and lower associated costs during centralization of unit – by introducing 2 key concepts; suggested scanning/faxing paperwork to policy holders instead of utilizing substantially slower U.S. mail, and advocated offering direct deposit payment options in addition to older and slower method which required cutting and sending check by mail. Show less

Columbus, Ohio

Financial Services Analyst (2006 – 2009)Served as informal Annuity Trainer and highly-productive team member, helping other colleagues understand complexities of and accurately process loan annuities, also managing various other functions within Loan Team; underwrote loan applications submitted by contract owners, verifying eligibility and documentation, and rectifying irregular applications or issues prohibiting loan issuance, ultimately processing qualified loans. Maintained… Show more Financial Services Analyst (2006 – 2009)Served as informal Annuity Trainer and highly-productive team member, helping other colleagues understand complexities of and accurately process loan annuities, also managing various other functions within Loan Team; underwrote loan applications submitted by contract owners, verifying eligibility and documentation, and rectifying irregular applications or issues prohibiting loan issuance, ultimately processing qualified loans. Maintained relationships with annuity policy holders, administering loans, receiving and applying loan payments, and operating in customer service capacity to address questions or fulfill requests.• Designated as “April 2007 Employee of the Month” nominee for helping train new associates on loans following several “I Got Caught” Awards for superior customer service. • Selected by Executive Management to spearhead new Business Analyst Committee charged with analyzing impact of new 403(b) regulations on Loans Team, leading creation of new loan application form used following integration of compliance/regulatory policies.• Settled highly volatile incident where client claimed consistent on-time loan payment history despite company records showing loan in default; researched issue, locating misapplied payment, and removed wrongful default status, apologizing profusely for company error. • Rectified issue upon identifying outstanding loans which had not been paid off prior to plan converting to another carrier; realizing problem occurred at programming level, conferred with group of Loan System Programmers to re-code system so that all loans received “paid in full” designation and smooth transfer to new carrier. Show less

Columbus, Ohio

Financial Services Representative – Withdrawal Processing Team (2004 – 2006)Underwrote withdrawal applications submitted by 403(b), 401(k), IRA, Non-Qualified, Roth IRA, SEP IRA, and other annuity policy holders, processing application and issuing payment to owner. Served as invaluable team member charged with troubleshooting and resolving problematic withdrawal issues; researching incidents, contacting owners to address questions, and implementing corresponding… Show more Financial Services Representative – Withdrawal Processing Team (2004 – 2006)Underwrote withdrawal applications submitted by 403(b), 401(k), IRA, Non-Qualified, Roth IRA, SEP IRA, and other annuity policy holders, processing application and issuing payment to owner. Served as invaluable team member charged with troubleshooting and resolving problematic withdrawal issues; researching incidents, contacting owners to address questions, and implementing corresponding solutions.• Recognized with multiple “I Got Caught” awards for delivering exceptional customer service to clientele, exemplified by personal policy of following up with policy owners to ensure customer satisfaction after issue resolution, where no formal requirement to do so existed.• Accommodated request from Internal Wholesaler requiring annuity withdrawal processed and received by client with “same-day” service; executed solution by convincing Financial Services Manager to utilize courier to deliver check to client immediately after processing check that same day, when processing and delivery routinely took 3-5 days before client received funds. Show less

Columbus, Ohio

Financial Services Representative – Loans Processing Team (2001 – 2004)Primarily accountable for receiving, analyzing, and processing loan requests based upon 403(b) and 401(k) contracts. Secondary duties encompassed applying monthly customer payments to policyholder loans, and correcting and administering loans on contracts. Supported Executive Teams within specialized service area by assisting Impact Managers, routinely making outgoing calls to investment professional clients – with… Show more Financial Services Representative – Loans Processing Team (2001 – 2004)Primarily accountable for receiving, analyzing, and processing loan requests based upon 403(b) and 401(k) contracts. Secondary duties encompassed applying monthly customer payments to policyholder loans, and correcting and administering loans on contracts. Supported Executive Teams within specialized service area by assisting Impact Managers, routinely making outgoing calls to investment professional clients – with high net-worth portfolios – notifying individuals of key fund changes on policyholder contracts. Show less

Colunbus, Ohio

Initially served as Financial Services Technician (2000 – 2001)

Mba, Business Administration And Management, General

Bachelor Of Science (Bs), Business