Jenna Pozzebon

• PURPOSE
• Contracts & Compensation Specialist provides high-level customer experience to support Canada Life advisors.
• Responsible for obtaining contractual and licensing information, maintaining data accuracy in various systems.
• Conduct investigations and respond to commission-related inquiries within required timeframes.
• Ensure timely release of advisor compensation in accordance with guidelines.
• Timely administration supports accurate management of sales partners' business.

KEY DELIVERABLES

• Review and process contract applications, updates, and transfers in various systems.
• Administer contract terminations after advisor transfers.
• Process commission payments for contractual and non-contractual changes.
• Administer changes related to service, commission, and inforce override agents.
• Timely processing of new contract files and ensuring proper licensing.
• Review contract transfer documentation, administer transfers and policy updates.
• Communicate with internal and external stakeholders.

• Adjudicating risk - approve or reject credit requests from business clients based on credibility and potential revenue and losses
• Performing periodic reviews of large or problematic accounts, negotiating terms with clients, responding to requests for reconsideration
• Review and update the company's credit policy, ensuring all lending procedures comply with regulations
• Identify opportunities for improvements based on changing trends
• Developed a paperless workflow and automated where possible which has freed up time and productivity
• Monitoring of customers' credit limits, placing delinquent accounts on credit hold and assigning to a collections agency when necessary
• Provide guidance and training to staff with regards to the collection of overdue accounts
• Analyzing AR metrics such as average days delinquent and turnover ratio
• Keeping clients and colleagues informed of the status and progress of refunds from CBSA, requesting information and additional documents when necessary.

• Responsible for developing standard operating procedures to ensure consistency in company processes, improve customer satisfaction, and reduce unused inventory
• Handled miscellaneous HR tasks - maintaining employee files, vacation tracking
• Weekly payroll for both hourly and salaried employees and subcontractors
• Verifying weekly shipments of goods
• Managing accounts payable and receivable.

• Accurately entered applications for Life, Disability, and Critical Illness Insurance
• Maintained a high level of proficiency and a keen attention to detail.