Warner Pacific University

• Processes, reviews, and audits incoming commission payments into proprietary software system according to company guidelines. • Coordinates daily commission payments and records into proprietary software system. • Analyzes and reconciles carrier spreadsheets with payments and converts to compatible electronic format. • Confirms and calculates commissions for accuracy according to scales. • Ensures timely entering in preparation for weekly and monthly commissions run. • Maintains commission schedules in proprietary software system. • Monitors and audits commission payments. • Assimilates, analyzes, and maintains records of commission data through various sources. • Contributes to varied aspects of Commission processing. • Organizes and maintains updates to carrier compensation information. • Builds and maintains mutually beneficial relationships by facilitating communication with brokers and clients. • Provides customer service to brokers and clients who inquire about reconciliations of commission payment data in proprietary software system. • Liaises with brokers for commission related questions and discrepancies; researches and resolves commission related inquiries. • Prepares reports.

• Develop and implement compensation strategies that align with organizational goals, including salary structures, pay ranges, incentive programs, variable bonus design and performance-based pay systems. • Design, administer, and evaluate sales variable compensation and incentive programs, including plan design, governance, communication, and return-on-investment analysis. • Conduct market pricing and salary benchmarking analyses to maintain competitive pay practices and support internal equity. • Evaluate positions and maintain job architecture, leveling, and grading frameworks to support consistent compensation decisions across functions and markets. • Ensure compensation programs comply with federal, state, and local regulations, including pay transparency, wage and hour considerations, and other applicable compensation-related requirements. • Support compensation budgeting processes by forecasting the financial impact of pay plans, annual merit cycles, promotions, and variable pay programs. • Partner with HR, Finance, senior leadership, and external vendors to provide guidance on compensation decisions, communicate pay programs, and support manager and employee understanding. • Analyze compensation data to identify trends, assess program effectiveness, develop insights, and support strategic decision-making. • Establish and maintain compensation policies, approval processes, and controls to ensure consistency, accuracy, and alignment with organizational standards. • Lead compensation projects and continuous improvement efforts and provide guidance or mentoring to team members and cross-functional partners involved in compensation administration.

• Administer spreadsheet of all carrier portals and websites and corresponding password and login information for each • Using daily EFT download from the bank and check deposit data identify commissions received • Download/account for all commission statements from carrier portals, efaxes, emails and US mail, making sure they are electronically saved to the proper directory • Investigate missing or unidentified statements • Prepare assigned statements into necessary excel format for revenue coding and broker commission payments • Load data into Stateable system • Communicate with carrier representatives regarding missing statements • Track and quantify open support tickets with 3rd party vendor • Assist with special projects as assigned

• Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards. • Collect and review detailed client information, such as employee census data, group information, plan preferences, and coverage requirements. • Generate competitive quotes for employee benefits products, including health, dental, vision, and other ancillary products, within service level, using various quoting engines/platforms. • Customize benefits plans to align with client needs, ensuring appropriate solutions are provided. • Generate quotes for multiple states using carrier quoting platforms, as needed. • Utilize CRM platforms like Salesforce and other internal systems to track and provide visibility into the status of pending items. • Communicate with clients, brokers, and sales representatives to gather necessary information and answer inquiries regarding available benefits plans and pricing. • Provide clear explanations of benefits plan structures, premium costs, and coverage options to ensure understanding. • Assist brokers who have questions while running their own quotes on the Warner Pacific quoting engine. • Work with the sales team, brokers, and account managers to provide support during the proposal process. • Provide team support and desk coverage as needed to ensure smooth operations during absences or high-demand periods. • Perform related responsibilities and additional tasks as needed to support team and business operations.

• Analyze RFP documents provided by Brokers and/or Sales Consultants and prepare carrier requests with high accuracy • Efficiently manage a high volume of quote requests, balancing speed and accuracy • Enter and maintain quoting activity in CRM platforms (e.g., Salesforce) in real time • Follow up with Brokers and/or Sales Consultants on outstanding documents • Collaborate with Sales Team to communicate quoting strategy • Support the preparation of spreadsheet comparisons • Ensure timely responses to emails, calls, and instant messages • Monitor and flag opportunities for process improvement

• Provide overall leadership of the Financial Planning & Analysis (FP&A) function within Warner’s finance department. • Manage a team of financial analysts to help execute all functional responsibilities. • Core responsibilities of the FP&A function include: Serve as financial planning liaison to assigned divisions for development of annual budget and monthly variance analysis, leading variance discussions with department and division leadership. • Work with M&A team to develop budgets and proforma reporting for acquired businesses. • Build and maintain financial models to support the business. • Develop and improve financial reports to clearly communicate results and variances to Budget to department and business leaders. • Support monthly close process, which includes summarizing and consolidating results versus budget and providing commentary on variances. • Validate all financial reports for accuracy and reasonableness. • Partner with department owners for monthly financial reviews. • Automate and streamline reporting and business processes. • Prepare ad hoc financial analyses and other duties as necessary to support the team. • Assist with other projects as assigned.

• Generate employee benefit quotes including medical and ancillary products • Collect and review client information and generate competitive quotes • Communicate with clients, brokers, and sales representatives • Collaborate with sales team and provide support during proposal process

• Oversee a portfolio of accounts to ensure departmental production standards are met. • Collect and review detailed census and client information to develop tailored renewal strategies. • Facilitate open enrollment by coordinating with group administrators and carriers. • Manage client accounts effectively and utilize CRM platforms to track renewals and upsells. • Generate competitive renewal analyses for various products to provide informed options.