Overseeing the Eastern and Central region variable compensation process

Audit Direct Bill and Agency Bill Variable Compensation rates for Risk Advisors, specifically for the Eastern and Central Region. Ensure rates are in compliance with contractual agreements with Human Resource files. Ensure earnings are submitted to partnering Payroll and Accounting Departments within expected deadlines. Report Revenues and Variable Compensation Expenses for tracking Risk Advisors Book of Business, monitor performance, provide insight for Budgets, and various analysis requests. Onboard acquired Agencies with support in multiple systems, quality of data, and ensuring transition to corporates main Agency system is completed efficiently and with ease for acquired Risk Advisors. Evaluate compensation plans to ensure appropriate plan is arranged for each Risk Advisor, provide suggestions on Variable Compensation plan transitions. Work closely with Direct Bill, Mergers & Acquisitions, HR, Payroll, Legal, Finance, and Sales Leaders/Support Teams.Assisting in automation project for statement delivery, to speed up handling time, as well as eliminate manual touches from Comp Analysts.

Consistently deliver compensation to Independent Agents and Partners timely and accurately on a monthly and quarterly basis. Discover additional controls and enhancements for Organizational wide systems/functions with a high focus on data integrity, Customer (Agent) experience, and automation. Main duties include: processing 40k+ transactions monthly from multiple insurance carriers, address escalated Agent/Carrier inquiries, assist IT partners with project requirements (which includes testing updates/enhancements to systems), effectively initiate payments to 5k+ Agents on schedule monthly, supports Senior Leadership with on boarding of new Carriers, Audits all transactions in a timely and analytical manner.

Continuous Improvement and Project Management - Overseeing end to end changes to formally migrate Nationwide’s Exclusive Agent processes to the Independent Distribution model

Leading a multi-functional project team of 14 Associates to execute the transition of Nationwide’s Exclusive Agents to becoming Independent Agents. Executing over 12,000 new contracts to over 1,500 Agents, processing multi-millions of Agent Security Compensation plans following IRC 409-A, and assisting in Licensing restructuring for Agency realignment. Completed project with a 83.33% placement rate for Project Staff associates.

Assisted in executing first round of Exclusive Agents transitioning to Independent by developing reporting for Senior Leadership, Field Sales Leaders, and Project Managers. Drove quality results for ASCP processes by streamlining work to account for high volume periods.

Oversaw and handled calculations of Imputed Earnings for Internal and External customers who attended Nationwide conferences globally. Worked closely with Tax, Payroll, and Event teams to ensure data was reported in a timely manner. Handled Billings for Agency Licensing Appointments through individual states Department of Insurance. Assisted with identifying/implementing Licensing Reconciliation process to reduce overhead cost $1M+ in first calendar year.

Oversaw a team of 5 handling daily reconciliations of store locations nationally. Handled banking reconciliations daily, monitored cash deliveries to locations, processed Accounts Payables, reviewed financial reporting for accuracy. Worked closely with external Auditors to ensure all financial transactions were recorded accurately.