• Monthly Compensation Workflow Execution • Execute monthly compensation workflow procedures for producer and broker compensation accurately and on schedule. • Prepare and distribute compensation statements using standardized templates and analytical tools. • Validate payment amounts and adjustments for accuracy before submission to payroll and accounts payable. • Book accounting entries with proper debit and credit treatment across relevant systems. • Partner with payroll and accounts payable to support producer and broker setup and documentation requirements. • Reporting and Data Analysis • Prepare complex compensation calculations and analytical reports by independently researching and interpreting data across multiple systems, translating findings into a clear narrative for management. • Perform ad-hoc reporting and analysis related to a producer’s book of business as requested. • Investigate anomalies, explain variances, and present findings clearly. • Data Integrity and System Validation • Understand how policy invoices are created, coded, and processed in the agency management system to identify billing and coding issues that impact compensation. • Read and interpret producer employment agreements to determine correct compensation treatment and perform calculations accordingly. • Reconcile and resolve discrepancies between contract terms, system records, and compensation outputs by tracing issues to root cause. • Coordinate updates to producer coding, rates, splits, and profile setup in the AMS in collaboration with account managers and operations teams. • Document key decisions, adjustments, and outcomes with clear, audit‐ready support. • Producer Support & Issue Resolution • Serve as a primary point of contact for producers regarding compensation statements, payments, coding, and related questions. • Research and resolve inquiries by navigating multiple systems and datasets; communicate outcomes clearly and professionally to producers, finance teams, and business leaders.

• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Educate clients on available policies and coverage options • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team

• Quote and sell insurance products to potential clients • Build and maintain strong relationships with clients to ensure satisfaction • Analyze clients' insurance needs and make suitable recommendations • Explain policy details, coverage limits, and exclusions to clients • Assist clients in completing insurance applications and paperwork • Process policy changes, endorsements, and claims accurately • Stay informed about industry trends, regulations, and policy changes • Collaborate with underwriters to negotiate policy terms and conditions

• Owning our asset systems end-to-end • Keeping thousands of assets organised and editors unblocked • Preparing projects for editors • Leading a team of content administrators • Managing software subscriptions and licences • Diving into AI-powered workflows for content creation and production • Jumping in and editing across platforms and formats • Collaborating with third-party vendors • Troubleshooting technical issues