Producer Services Specialist

Producer Services Specialist

Requirements

• High School Diploma or GED
• Excellent computer skills
• Strong Communication and interpersonal skills
• Strong analytical skills
• Strong problem solving skills
• Strong organizational skills
• Company and Product Knowledge
• Customer Focused: Passionate about delighting customers and offering unique solutions that exceed expectations.
• Critical Thinking: Ability to reach well-reasoned solutions and solve problems through a thoughtful process of analyzing data.
• Team Mentality: Partner effectively to drive and execute on common goals.
• Business Acumen: Appreciate and understand the financial services industry.
• Learning Agility: Open to new ways of thinking and acquiring new skills to retain a competitive advantage.

Responsibilities

• Coordinates Financing, Broker and Sales Bonus Programs for Key producers.
• Initiates contracts for 75-100 Key Producers annually.
• Calculates quarterly Bonus projections for each Key Producer for Sales Rep review.
• Calibrates final Key Producer calculations with Home Office Sales Offices annually.
• Initiates Key Producer Annual Bonus Payment and final reporting documents.
• Establishes annual Internal Sales Bonus Scales.
• Assists with Key Producer Advance and Special financing programs.
• Collaborates with other organizational units to develop solutions for most complex clients and resolve complex problems.
• Provides technical expertise for system set-up of client sales with special billing and contractual specifications.
• Works with legal department on case level commission agreements that require special language.
• Provides system sync review for special client requirements.
• Maintains comprehensive records to provide team and management with a complete analysis of SLA’s.
• Reviews a minimum of 10% of all work tasks completed on a weekly basis to ensure quality.
• Initiates quality error report for any work item that has errors with notification to individual and management.
• Confirms completion of error correction within established time parameters.
• Provides monthly reports to management for SLA review.
• Analyzes and manages reports to ensure oversight control of financial payments and services provided to clients/brokers.
• Conducts payday trend analysis of payments over $10,000 as part of Sox Controls two days a month after pay cycle completion.
• Monitors Trial balance report to review any agent debt that may arise and initiates action plan for collection.
• Analyzes advance status report to determine if collection action is needed.
• Manages Compensation payment control reports to confirm accuracy and timelines of compensation payments and changes.
• Reports Service opportunities/escalations and monitors service by acting as the point of operational contact for service delivery; issue, incident, problem and change management.
• Daily logs all known service opportunities for response and correction.
• Weekly calibrates service issues to identify service trends and initiate action plans for controllable service.
• Daily review processor question tracker and provides answers to questions regarding workflow and documentation.
• Weekly provide a one hour mentor meeting discussion to optimize processor understanding of standard operating procedures.
• Update all changes to standard operating procedures based on process and workflow changes.
• Technical resource to review system and service incidents and establish a plan of action for correction and communication.

Preferred Qualifications

• Bachelor’s degree preferred.
• Compensation and Licensing experience preferred.