• Managed the contracting process from start to finish for all Futurity First companies.• Worked closely with Senior Management on setting up compensation schedules/levels with insurance carriers to ensure profitable financials within the organization.• Prepared all new carrier & product build specs and paperwork for the internal business operations center.• Processed field requests for marketing materials and document updates for the company intranet.• Communicated to the field carrier updates, product commission and annuity rate changes on a weekly basis.• Built and maintained strong relationships with account managers to ensure effective workflow operations between the carrier and the organization.• Effectively managed multiple tasks and prioritized projects to meet company deadlines.• Interacted with business operation teams regularly to assist with New Business, Commissions, and Licensing & Appointments. • Provided a thorough and quick response rate for sales support related inquiries to the field to demonstrate superior service and commitment.

• Reconciled carrier commission feeds and provide variance analysis to properly account for commission payments from carriers. • Prepared and maintained allowance calculations for management review. • Prepared monthly commission and allowance reports for internal financial purposes. • Acted as a liaison with IT for internal programming requests to maintain internal databases for the purpose of improving production and processing. • Responded to field inquiries on a daily basis via phone and e-mail to ensure commissions are being paid timely and accurately. • Imported and exported daily database loads for commission payment. • Processed manual adjustments to ensure that payment of commissions are adjusted accordingly on a case by case basis. • Regularly interacted with the product team to ensure that commission rates/schedules accurately coincide with products and that commission payments are paid correctly to field agents. • Acted as the lead contact for the Vector database which tracks terminated agents who have incurred a debt within the organization. • Responsible for setting up payment plans and provided analysis for terminated agents to ensure timely payment of debt.

• Supervised a team within commissions that handled the processing of broker contracts and appointments within the tri-state area. • Provided superior service to the broker community as well as internal departments such as sales. • Ensured quality service and effective operations support for internal staff, while adhering to HIPPA and State(s) DOI guidelines. • Regularly identified and created process improvements. • Created & generated reports for management, and audited broker statements to ensure accuracy of payments. • Participated in training initiatives and processed improvements. • Daily tasks included data entry, data analysis, and resolution of inquiries/issues within the broker community.