Highly organized, effective leader and communicator who understands how to motivate, plan, track, and monitor the achievement of operational goals. Effective at leading diverse team members to accomplish business goals. Detail oriented and efficient, with strengths in process mapping, project management, and commissions/payroll.
Monitor and maintain various systems (Access, Excel, Mainframe, Flyspeed, PeopleSoft) to ensure proper payment of captive/broker advance commissions.
Liaison to Sales Staff, Home Office Colleagues and Management for special projects and communication with related issues.
Technical and subject matter expert to various Teams, Departments, and Management in regard to the Captive, Broker, and Association Commission Systems.
Lead and Team coordinator in design, testing and implementation of various database software and commission systems.
Internal consultant and subject matter expert when representing Agent Compensation with regard to cross-divisional projects and teams.
Responsible for projects related to complex analysis and reporting.
Analysis and preparation of bi-monthly, monthly, and annual compensation files.
Department liaison for compensation rules and interpretation.
Prepare moderate to complex earning adjustments based on various avenues of audit requests
Audit and compare paid commissions for reasonableness
Provide data and support for model audit rule requests, FINRA audit requests, and external auditor (KPMG) requests.
Prepare and maintain complex and detailed internal procedures to be in compliance with internal and external auditing procedures.
Performed system analysis, documentation, testing, implementation and user support for platform transitions.
Improved business direction by prioritizing customers and implementing changes based on collected feedback.
Assessed impact of current business processes on users and evaluated potential areas for improvement.
Mapped current and future departmental processes and recommended areas for improvement.
Mapped process activities to identify shortfalls and propose options to rectify operational inefficiencies.
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