Experior Financial Group

Client Services Representative

• Lead, coach, and develop the Client Services team through hiring, onboarding, training, performance reviews, development planning, and employee engagement initiatives
• Develop annual departmental goals, workforce plans, service strategies, and operational roadmaps aligned with corporate objectives
• Oversee all policy servicing functions including AOR changes, Letters of Direction, ownership changes, beneficiary changes, carrier transfers, orphan policy management, and policy maintenance requests
• Monitor workloads, staffing requirements, and capacity planning to ensure service levels are maintained during periods of growth
• Serve as the primary escalation point for complex servicing issues, carrier concerns, agent complaints, and cross-functional operational challenges
• Build strong carrier relationships and collaborate on improvements that enhance the client and agent experience
• Partner with Contracting, New Business, Commissions, Broker Support, Compliance, IT, Accounting, and Leadership teams
• Develop, document, and maintain SOPs, workflows, training materials, knowledge articles, and carrier reference guides
• Lead process improvement initiatives focused on reducing cycle times, increasing accuracy, and improving scalability
• Identify, evaluate, and implement AI, automation, and technology solutions that improve efficiency and service delivery
• Establish quality assurance standards, audit completed work, identify trends, and implement corrective actions
• Ensure compliance with carrier requirements, privacy regulations, and company policies while mitigating operational risk
• Utilize dashboards, reporting, and business intelligence tools to support data-driven decision-making
• Create agent education resources and communication processes designed to reduce servicing errors and incomplete submissions
• Provide executive leadership with KPI reporting, recommendations, forecasts, and strategic initiatives

Client Services Manager

Financial Planning and Analysis

• Assist with recording day-to-day banking transactions, escalating unusual or complex items to senior team members.
• Enter accounts payable invoices and assist in preparing accounts receivable and sponsorship invoices.
• Support journal entries, bank reconciliations, and collection of supporting documentation under the guidance of senior staff.
• Help maintain accurate financial records through accurate data entry in accounting software.
• Assist with payment processing tasks and helping set up garnishment records.
• Help process and track ring orders, chargebacks, and legacy documentation, supporting accurate recordkeeping and related communications.
• Respond to general internal and agent inquiries, escalating complex issues to appropriate team members.
• Help prepare and distribute recurring reports and regular communications.
• Monitor shared inboxes and route emails to the appropriate individuals for timely follow-up.
• Support data cleanup and record maintenance across financial systems and spreadsheets.
• Help organize and maintain financial and operational documentation to support compliance and recordkeeping.
• Assist with accounting department projects such as automation, dashboard creation, SOP documentation, and worksheet development.

Finance and Accounting Co-Op

• Assist with recording day-to-day banking transactions, escalating unusual or complex items to senior team members.
• Enter accounts payable invoices and assist in preparing accounts receivable and sponsorship invoices.
• Support journal entries, bank reconciliations, and collection of supporting documentation under the guidance of senior staff.
• Help maintain accurate financial records through accurate data entry in accounting software.
• Assist with payment processing tasks, including tracking GVX Wealth payments and helping set up garnishment records.
• Help process and track ring orders, chargebacks, and legacy documentation, supporting accurate recordkeeping and related communications.
• Respond to general internal and agent inquiries, escalating complex issues to appropriate team members.
• Help prepare and distribute recurring reports and regular communications.
• Monitor shared inboxes and route emails to the appropriate individuals for timely follow-up.
• Support data cleanup and record maintenance across financial systems and spreadsheets.
• Help organize and maintain financial and operational documentation to support compliance and recordkeeping.
• Assist with accounting department projects such as automation, dashboard creation, SOP documentation, and worksheet development.

Finance & Accounting Co-Op

Data Analyst

• 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.

Data & Analytics Manager

General

• Build and maintain strong working relationships with the sales team, supporting them in processing client applications.
• Manage cases between carriers and agents to ensure all underwriting requirements are fulfilled.
• Meticulously review client applications to confirm that they are complete for the underwriting process.
• Propose improvements to processes and technology.
• Perform additional duties related to the New Business Department as assigned by the immediate manager.

New Business Clerk

AI Engineer

• 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

Senior AI Engineer

• 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 products and systems

• 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