Experior Financial Group

• 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.

• Serve as the primary owner and steward of enterprise data, ensuring data accuracy, consistency, accessibility, and alignment with business objectives. • Partner closely with executive leadership to develop and maintain dashboards, scorecards, KPIs, and reporting that provide meaningful insights into company performance and support strategic decision-making. • Design, maintain, and continuously improve executive reporting frameworks that enable leaders to quickly understand trends, opportunities, and risks across the organization. • Develop and maintain a comprehensive data inventory and data mapping framework, documenting where data resides, how it flows through systems, and how it can be leveraged for current and future business initiatives. • Collaborate with development teams to define and support data architecture, data models, and integration strategies that ensure scalability and long-term usability of enterprise data assets. • Gather, clean, organize, and validate data from internal and external sources to ensure high-quality information is available for analysis and reporting. • Work closely with the development team to design and implement efficient data pipelines, ensuring seamless extraction, transformation, and accessibility of data across the organization. • Analyze complex datasets to identify trends, opportunities, operational improvements, and strategic recommendations. • Continuously identify new data sources, metrics, and opportunities to improve organizational performance, efficiency, and business outcomes. • Create visualizations, reports, and self-service analytics solutions that effectively communicate insights to both technical and non-technical stakeholders. • Establish and maintain data governance standards, definitions, and documentation to improve consistency and trust in organizational reporting. • Act as a bridge between business and technology teams, ensuring data requirements are understood, prioritized, and incorporated into future development initiatives. • Continuously refine data processes, reporting capabilities, and analytical tools to improve organizational effectiveness and speed of execution. • Maintain ongoing communication with executive leadership and development teams to ensure evolving business priorities are reflected in reporting and data strategy.

• 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.

• 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.

• Build strong relationships with the sales team and assist with licensing and contracting inquiries. • Process contracting requests, ensuring they comply with our carrier, state and company guidelines. • Review licensing documents to ensure compliance with company as well as state regulations. • Propose improvements for processes and technology. • Complete additional tasks related to the contracting department as assigned by your manager.