Experior Financial Group

• Collect, process, and input commission statements from various insurance providers • Analyze commission transactions and cross reference with bank statements • Manage multiple deadlines to ensure timely commission payments to agents • Address agent inquiries promptly, accurately, and courteously, including handling challenging situations with professionalism and composure • Perform additional duties related to the commissions department as assigned by the immediate manager.

• Plan, implement, and oversee processes designed to mitigate risk. • Assist with developing, and implementing, the company's compliance program. • Coordinate with regulators to ensure that policies are current and properly maintained. • Draft and update company compliance policies and communications. • Schedule and assist with preparing mandatory training sessions for agents and head office staff. • Investigate and evaluate situations to ensure adherence to both company policies and state regulations.

• Support the team in administering back-office processes including: Agent profile setup and maintenance, Terminations and account holds, Mailing list management and onboarding communications • Support the team in setting up and managing agent payment structures in accordance with the Agent Agreement (AOA), ensuring understanding and compliance with compensation rules • Ensure the team responds to inquiries from agents and internal stakeholders (via Salesforce, email, phone, and tickets) within 48 hours, maintaining professionalism and clarity • Support and guide the team in managing and communicating chargeback-related debt collections with agents, ensuring accuracy, transparency, and strong communication • Ensure the team develops a strong understanding of internal terminology, systems, and processes to effectively support agents • Coach, develop, and support team members to improve performance, build skills, and maintain accountability to department standards • Foster a positive, professional environment within the team and ensure strong relationships with agents and head office staff • Support and oversee the use and continuous improvement of systems including: Back Office Platform, CRM (Salesforce), EFA (Expert Financial Analysis) • Identify opportunities to improve processes, systems, and efficiencies, and provide recommendations • Ensure training materials are maintained and updated to reflect process changes and newly acquired knowledge • Work cross-functionally with all departments to ensure seamless agent experience • Support the team in assisting with agent website setup and related onboarding tasks as proficiency develops • Monitor team capacity and allocate resources effectively, ensuring productivity and support across departments • Perform additional duties as assigned as the role evolves

• Define and execute the product roadmap, aligning features, enhancements, and issue resolution with business goals and measurable value. • Prioritize the product backlog (features, bugs, enhancements) based on business urgency and stakeholder impact. • Maintain ownership of the CRM and specialized product areas (e.g., Scoreboard and Promotions), driving ongoing strategy and improvements. • Partner with stakeholders (Head Office, Agents, Admins, Executives) to gather feedback, validate requirements, and ensure alignment. • Coordinate weekly releases, stakeholder communications, release 'Pushes,' and pre-release feature demonstrations. • Collaborate closely with offshore development teams, and third-party vendors to ensure high-quality, on-time delivery. • Review and approve product requirements and evaluate releases for quality, timeline adherence, and business value. • Drive product adoption and continuous improvement through CRM training, QA support, analytics insights, and ongoing product evaluation.

• Collaborate with the CTO, AI consultant, and development team to design and deploy robust, scalable AI/ML architectures • Develop, train, and maintain AI models, data pipelines, and integrations with APIs, databases, and SaaS platforms • Experiment with new LLMs, embeddings, vector databases, and orchestration frameworks (e.g., LangChain, Semantic Kernel, or similar) • Lead hands-on development/ prototyping of LLM-based applications, intelligent agents, and automation workflows • Define AI architecture standards, establish model governance, and contribute to the long-term AI strategy in collaboration with the CTO • Partner with business and technical leaders to translate strategic AI goals into actionable engineering initiatives • Design systems for high availability, scalability, and efficient deployment in cloud environments (Azure, AWS, or GCP) • Create technical documentation, architecture diagrams, and playbooks for deployment and scaling of AI solutions • Participate in code reviews, mentor junior developers, and foster a culture of innovation and excellence in AI engineering • Stay at the forefront of emerging AI frameworks, APIs, and tools, bringing forward practical innovations to enhance our products and systems

• Execute comprehensive manual testing across web applications, backend services, APIs, and system integrations to ensure functionality, reliability, and user experience quality. • Develop clear, detailed, and reproducible test cases, test plans, test scenarios, and defect reports that support consistent and repeatable quality assurance practices. • Perform regression, exploratory, functional, and scenario‑based testing throughout iterative sprint cycles, ensuring thorough coverage of new and existing features. • Validate REST APIs using tools such as Postman, assessing functional behavior, edge cases, payload accuracy, error handling, and performance considerations. • Analyze logs, console output, HTTP responses, and basic technical telemetry to identify defects, investigate root causes, and support development teams in troubleshooting. • Collaborate closely with distributed engineering teams, product managers, and designers to clarify requirements, communicate defects, and drive timely issue resolution. • Participate actively in Agile ceremonies—including sprint planning, refinement, stand‑ups, and release readiness efforts—providing QA sign‑off and quality insights. • Review and validate output generated through AI‑assisted development, identifying inconsistencies, logical gaps, and deviations from requirements. • Maintain accurate, organized documentation in Jira and Confluence, ensuring test cases, defects, test cycles, and release notes remain up to date and traceable. • Proactively identify risks, edge cases, usability concerns, and areas requiring further investigation to support high‑quality product releases.

• Lead and oversee the daily operations of the USA Commission Department, ensuring all commission-related tasks are executed with accuracy and efficiency. • Supervise the commission statement reconciliation process, including the collection, processing, and input of commission data from various insurance carriers. • Ensure timely and accurate reconciliation of bank deposits, with all payroll submissions to the Finance department completed on designated payroll days. • Manage and monitor the responses of Commissions Administrators to agent inquiries, ensuring that all interactions are timely, accurate, and professional. • Address and resolve escalated agent inquiries promptly, ensuring a high level of service and customer satisfaction. • Collaborate with internal teams to maintain and update the Commissions Department's process manual, ensuring all procedures are documented and followed consistently. • Identify opportunities for process optimization and technological improvements that will enhance operational efficiency and accuracy. • Lead, mentor, and support a team of Commissions Administrators, providing resources, guidance, and development opportunities to enhance individual and team performance. • Monitor and assess team performance throughout the year, providing constructive feedback and applying corrective measures when necessary. • Oversee the onboarding processes for new team members, ensuring that new hires are properly integrated into the team and equipped to perform their roles effectively. • Conduct training sessions for new staff, ensuring they are well-versed in department processes and tools. • Manage team attendance, including tracking vacation and sick days using, ensuring accurate record-keeping. • Lead weekly department meetings to discuss priorities, key updates, and departmental goals. • Ensure that all team members are aligned on expectations and project timelines. • Serve as a key point of contact for the management team, providing regular updates on department progress, team performance, and any potential challenges. • Provide support for any other commissions-related tasks or projects as requested by company leadership or executives. • Collaborate with other departments to ensure that commission processes align with overall company objectives and contribute to operational success.

• Collect, process, and input commission statements from various insurance providers • Analyze commission transactions and cross reference with bank statements • Manage multiple deadlines to ensure timely commission payments to agents • Address agent inquiries promptly, accurately, and courteously, including handling challenging situations with professionalism and composure • Perform additional duties related to the commissions department as assigned by the immediate manager

• Deliver exceptional customer support to agents, associations, and insurance carriers. • Foster and sustain positive, professional relationships with agents, associations, and insurance providers. • Respond to phone and email inquiries promptly and professionally. • Undertake additional responsibilities related to the Broker Support role as assigned by your immediate manager. • Propose enhancements for processes and technology to improve efficiency. • Maintain and update the department’s process manual.

• Develop clean, maintainable, and well‑architected code across PHP and Java services, adhering to industry best practices and internal coding standards. • Design, implement, and maintain RESTful APIs that power product features, internal tools, and integrations with external systems. • Participate actively in code reviews, providing constructive feedback that promotes code quality, performance, and knowledge sharing across the team. • Troubleshoot and debug complex issues in production and development environments, performing root‑cause analysis and delivering reliable, timely fixes. • Leverage AI‑assisted development tools (such as Cursor, GitHub Copilot, and Claude Code) to accelerate implementation while upholding rigorous quality and maintainability standards. • Validate and refine AI‑generated code through manual review, testing, and performance evaluation to ensure accuracy, efficiency, and long‑term sustainability. • Collaborate closely with cross‑functional stakeholders—including product managers, QA engineers, and non‑technical partners—to translate business requirements into technical solutions. • Contribute to technical documentation, including system design notes, API specifications, architectural diagrams, and internal engineering guides. • Participate in Agile development workflows, helping to estimate, plan, and deliver features as part of iterative sprint cycles.