PROFIT PARTICIPATION SPECIALIST

CADENCE INNOVATIONS GROUP INC•South Jordan, UT

6d•Onsite

About The Position

The Profit Participation Specialist is a client-facing role responsible for the day-to-day administration and coordination of our dealer profit-sharing programs, including retro, reinsurance, and dealer-owned warranty companies (DOWC). Reporting to the Director of Profit Participation, this role keeps onboarding, documentation, reporting, and dealer/agent communication running smoothly on a daily basis — serving as a dependable, responsive point of contact for dealers and agents. The Director sets program strategy, OKRs, and growth direction; the Specialist owns the administrative execution and daily operations that keep the program running against those goals. This is an execution- and detail-oriented role, ideal for someone who enjoys steady client contact, structured processes, and keeping many moving pieces organized and on track.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or a related field, or equivalent experience.
2+ years of experience in a client-facing administrative, account management, or coordinator role; experience providing administrative support to insurance, reinsurance, or automotive F&I operations is a plus.
Strong organizational skills and exceptional attention to detail, with the ability to manage multiple ongoing dealer relationships and deadlines simultaneously.
Strong analytical and critical-thinking skills, with genuine curiosity and a willingness to ask questions and learn new systems and processes.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite; experience with dealer or policy administration systems is a plus.
Ability to work collaboratively across sales, accounting, and operations teams.
Willingness to travel occasionally (up to 10%) for dealer visits or company events.

Nice To Haves

experience providing administrative support to insurance, reinsurance, or automotive F&I operations is a plus.
experience with dealer or policy administration systems is a plus.

Responsibilities

Serve as the primary day-to-day point of contact for dealers and agents participating in profit-sharing programs, responding promptly and professionally to inquiries and requests.
Support the Director in on-site and virtual business reviews by preparing materials, tracking follow-up items, and closing the loop with dealers and agents.
Build and maintain strong, trust-based working relationships with dealers and agents through consistent, reliable communication.
Field dealer and agent questions about statements, distribution timing, and program documentation, routing account-specific or calculation questions to Accounting.
Manage the issuance and timely delivery of dealer payments due under profit share agreements once amounts are finalized by Accounting.
Maintain organized, up-to-date records of dealer and agent communications, agreements, and program history.
Manage day-to-day onboarding logistics for new dealers entering retro, reinsurance, and DOWC programs, including paperwork, entity setup coordination, and enrollment tracking.
Prepare, distribute, and track required onboarding documentation and compliance forms, ensuring nothing falls through the cracks.
Maintain accurate, current dealer and agent records in internal administrative and CRM systems.
Coordinate scheduling and logistics for webinars, training sessions, and dealer meetings led by the Director.
Support the Director in implementing new reinsurance treaties and program structures, coordinating documentation and administrative setup tasks.
Coordinate with trustees, investment advisors, and third-party vendors to support day-to-day reinsurance program administration.
Send monthly reinsurance cession statements and trust account statements to reinsurance companies, trustees, and other applicable parties on behalf of the team, and maintain organized storage of all issued statements.
Support the formation and onboarding of new reinsurance companies, coordinating administrative setup tasks and required documentation.
Maintain the database of reinsurance company partners, including personnel contacts and any changes or updates.
Participate in and help coordinate calls and meetings with underwriters, trustees, and vendors.
Monitor dealer participation status, program milestones, and outstanding action items, escalating to the Director as needed.
Prepare routine performance reports and dashboards for dealers, agents, and internal stakeholders.
Track key program metrics (e.g., enrollment status, loss ratios) and flag notable trends or issues to the Director.
Review quarterly dealer profit share statements for non-production or slipping performance trends; proactively communicate with dealers and coordinate corrective action with the Director.
Maintain and update standard operating procedures and reference materials for dealer/agent onboarding, records, and day-to-day program administration.
Support the Director with special projects, event logistics, and other administrative tasks as needed.