Steve Spisak

Steve Spisak Email and Phone Number

Sales Enablement Consultant at HM Insurance Group @ HM Insurance Group
pittsburgh, pennsylvania, united states
Steve Spisak's Location
Baden, Pennsylvania, United States, United States
Steve Spisak's Contact Details

Steve Spisak personal email

n/a
About Steve Spisak

Steve Spisak is a Sales Enablement Consultant at HM Insurance Group at HM Insurance Group.

Steve Spisak's Current Company Details
HM Insurance Group

Hm Insurance Group

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Sales Enablement Consultant at HM Insurance Group
pittsburgh, pennsylvania, united states
Website:
hmig.com
Employees:
319
Steve Spisak Work Experience Details
  • Hm Insurance Group
    Sales Enablement Consultant
    Hm Insurance Group Apr 2015 - Present
    Responsible for creating numerous PDF client reports distributed on a monthly, quarterly, and ad hoc basis by utilizing Salesforce software.Main sales contact on all national producer relationships in regards to all their premium, loss ratio, and persistency performance.Streamlined the client reporting process with the addition of various formulas and pivot tables in Excel, resulting in efficient time savings and improved operations.Constant contact with senior management to provide them with internal reporting that includes analytical and supporting details.Provide the sales team with daily system support and the tools and skills necessary to increase sales and overall revenue growth.Responsible for auditing the information being entered in the Salesforce system by 20 regional sales offices located across the country.Meet with other internal departments on a regular basis to explore and determine processing and reporting needs.
  • Hm Insurance Group
    Senior Financial Analyst
    Hm Insurance Group 2011 - Mar 2015
    Greater Pittsburgh Area
    Performed query functions, account recons, and accounting entries associated with the incentive compensation accounts in PeopleSoft. Accountable for reconciling each incentive accrual account in BlackLine on a monthly basis.Met regularly with the senior management to provide updates and assist in the planning, design and forecasting of nine total incentive plans.Calculated the sales incentive compensation for the Stop Loss, Workers Compensation, and Worksite products on a quarterly basis. Business lead for the successful implementation of the Callidus (ICM) sales incentive software; resulting in significant cost savings. Responsibilities included various testing, calculation set-ups, and the presentation and training to sales personnel.Calculated the incentive compensation for the Employee, Long-Term, and Underwriting incentives, as well as providing review and approval for the producer override incentive program.Calculated the Highmark referral sales incentive compensation for both national and regional Accounts.Continuous contact with sales personnel and internal audit regarding compensation calculations and questions.
  • Hm Insurance Group
    Manager
    Hm Insurance Group 2006 - 2011
    Greater Pittsburgh Area
    Managed a six member team dealing with the Stop Loss, Workers’ Compensation, and Worksite insurance products. Responsible for the quarterly and annual incentive calculations associated with the sales and underwriting departments.Responsible for all related investment journal entries in the GEAC system, account reconciliations in the SharePoint, and various reporting that is involved in each month’s GAAP closing process.Responsible for investment schedules related to the quarterly and annual statutory reporting process.
  • Mellon Financial Corporation
    Assistant Vice President - Fund Valuation Unit
    Mellon Financial Corporation 2001 - 2006
    Greater Pittsburgh Area
    Developed numerous ad hoc reports for both internal and external clients with the use of Bloomberg and FOCUS programming.Created an on-line reporting tool that enabled clients to view reports via a secure website.Accountable for the department’s daily and monthly pricing process.Developed a paperless audit reporting process by means of FTP and created numerous macros resulting in decreased manual input.
  • Mellon Financial Corporation
    Manager
    Mellon Financial Corporation 1998 - 2001
    Primary responsibilities included management of nine employees, resolution of operational and system problems, addressing questions from clients and auditors, reviewing fund activity for several clients, and daily pricing of funds.
  • Mellon Financial Corporation
    Senior Fund Accountant
    Mellon Financial Corporation 1995 - 1998
    Primary responsibilities included reviewing mutual fund NAV calculations, training new staff, account set-ups, creation and maintenance of the department’s control procedures, and researching corporate action activity for the department.Calculated daily/monthly income factors, yields, market values, and accruals in accordance with the monthly financial statements.

Steve Spisak Education Details

Frequently Asked Questions about Steve Spisak

What company does Steve Spisak work for?

Steve Spisak works for Hm Insurance Group

What is Steve Spisak's role at the current company?

Steve Spisak's current role is Sales Enablement Consultant at HM Insurance Group.

What is Steve Spisak's email address?

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What is Steve Spisak's direct phone number?

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What schools did Steve Spisak attend?

Steve Spisak attended University Of Pittsburgh-Johnstown.

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Steve Spisak's colleagues are Josef Duell, David Daley, Sofija Jugovic, Judith Lowry, Bammidi Sankarrao, Herb Niparts, Gisela Vasquez.

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