Why work at PFI?

Proctor Financial Inc., (PFI) is a leading provider of lender-placed insurance for mortgage servicers, sub- servicers, credit unions and financial institutions. With 1,500 clients nationally, Proctor supports and services insurance products for its clients at operational centers in Troy, Michigan and Daytona Beach, Florida.

PFI has expanded its client base and number of employees by providing high quality workmanship and exceptional customer service.  If you have the motivation, dedication, and skill set to become part of our winning company, please submit your resume and cover letter with salary requirements to resume@pfic.com.

PFI offers 4-6 weeks paid training for most positions. PFI’s benefits package includes medical, dental, vision, life insurance, tuition reimbursement, 401K with a generous employer match and a supportive work-life balance. PFI recognizes and demonstrates its appreciation to all teammates through our incentive programs, quarterly quality of service luncheons, elite teammate of the month program, annual teammate appreciation Week and many more spirited company-wide events.

Proctor Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, color, national origin, age, sex, height, weight, sexual orientation, gender identity, marital status, or status as a protected veteran, among other things, or status as a qualified individual with disability or any other category protected under applicable federal and state laws.

Available Positions

Director of Finance and Accounting (FL)

REPORTS TO: CEO

DEPARTMENT: Corporate

POSITION SUMMARY:
Reporting to the Director of Finance of a $50m+ business unit, the successful candidate will lead a broad range of strategic planning, budgeting, FP&A, and operational initiatives. This position will play an integral role alongside the leadership team to help drive the business unit’s sales, service, and operations. This is while focusing on financial performance drivers of the business with the objectives of delivering a value-added level of service to business unit leadership, execution of a multi-year strategic plan, driving continuous process and operating improvement, and enhancing the financial reporting and analysis process.

 

ESSENTIAL RESPONSIBILITES:

  • Partner with the Director of Finance and Divisional CFO of the business unit in all financial planning & analysis and decision support functions supporting the $50m+ business
  • Collaborate with fellow leadership team members to drive execution of a strategic plan focused on accelerated profitable growth
  • Lead or support all aspects of financial operations, accounting transactions, AP/AR, revenue recognition, expense analytics and T&E, budgets and forecasts, financial and company strategy, compensation structure, licensing, major investments, mergers and acquisitions, resourcing and staffing modeling, profitability, contract reviews, vendor management.
  • Analyze and track results relating to year on year growth, profitability, performance to budget and forecast across a broad range of metrics in support of business and finance leaders while seeking to optimize business performance
  • Develop and maintain strong working relationships with corporate departments and operational teams throughout the organization
  • Develop detailed budget and forecast models to drive high quality decision-making, analyze financial performance drivers, and closely monitor business performance
  • Provide standard and ad hoc analysis; look for new ways to analyze the business and drive productivity
  • Prepare analysis, commentary and presentation material for monthly, quarterly and annual financial review meetings
  • Build financial models to support design and execution of strategic initiatives

 

SKILLS AND ABILITIES:

  • Strong analytical skill set and prior experience delivering value added analysis within a complex financial reporting environment
  • Proven ability to develop and lead a high performing finance team
  • Ability to work effectively within a decentralized operating environment
  • Strong understanding of operations, technology & impact on financial results
  • Proven skills to understand how businesses make money and ability to engage with sales force, customers and carriers
  • Superior prioritization and multi-tasking abilities
  • Superior communication skills including to connect with and listen to all levels of the organization and across all functions
  • Strong acumen in financial statements (Balance sheet, Income Statement, cash flows), business case analysis, and financial reporting and analysis
  • Proven track record of success in a high growth, high energy environment
  • Proven ability to effectively interact with senior management in a dynamic environment

REQUIREMENTS:

  • A minimum of 6 to 10 years of experience in a similar role
  • Must have experience in delivering projects and initiatives that have measurable financial results with a focus on driving profitable organic growth
  • Bachelor’s degree in Accounting or Finance
  • CPA required
  • Insurance industry experience is highly desired but not required.
  • Expert level proficiency in Microsoft suite; focus on Excel and PowerPoint
  • Brown & Brown is an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants

OTHER:
When duties and responsibilities change and develop, the job description will be reviewed and subject to change based on business necessity. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
 
PHYSICAL REQUIREMENTS:

  • Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
  • Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
  • Vision sufficient for use of a computer monitor
  • .

  • Ability to sit at a desk 7-8 hours per day.

Apply Now

Team Resources and Building Operations Manager (MI)

REPORTS TO: President and Chief Operating Officer

DEPARTMENT:Team Resources

POSITION SUMMARY:
The Team Resources Manager is responsible for managing the Human Resources and Facilities departments. The TR Manager carries out responsibilities in the following functional areas: departmental development, Human Resource Information Systems (HRIS), employee relations, benefits, employment processing, compensation, affirmative action, employee leaves, records management, and policy and procedural development and communication. The Team Resources Manager originates and leads Human Resources practices and objectives that will provide an employee-oriented, high performance culture that emphasizes empowerment, quality, productivity and standards, goal attainment, and the recruitment and ongoing development of a superior workforce.

ESSENTIAL DUTIES AND FUNCTIONS:

  • Supervises the activities of the HR & Facilities departments to develop and maintain in an efficiently operating manner; related activities include work scheduling, training, performance appraisal and other related employment issues.
  • Responsible for maintaining all areas of the building.
  • Oversees departmental workflow by delegating employee assignments to ensure that production standards, project deadlines, and financial goals are achieved.
  • Provides direction and support to employees on a day-to-day basis by interpreting and explaining policies and procedures, answering questions, making constructive suggestions to ensure proper handling of work assignments.
  • Recruiting and staffing, including advising senior management regarding hiring and termination decisions
  • Performance management and improvement systems
  • Compliance with regulatory requirements and reporting obligations, including federal, state and local requirements
  • Employee orientation and performance development
  • Formulate, interpret and implement employment policies
  • Employee relations
  • Company/employee communication
  • Benefits administration
  • Employee safety, welfare, wellness and health
  • Employee services and counseling
  • Managing employee leaves
  • Advises management on needed actions
  • Updates job knowledge by participating in educational opportunities
  • Conducts disciplinary meetings/exit interviews
  • Other duties as assigned
  •  

    COMPETENCIES:

    • Leadership – the individual manages effective teams and work groups, works to develops others, build and maintain relationships, effectively setting vision and strategy and manage change.
    • Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
    • Interpersonal skills—the individual maintains confidentiality, remains open to others’ ideas and exhibits willingness to try new things.
    • Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
    • Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
    • Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
    • Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
    • Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
    • Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

     
    QUALIFICATIONS:

      To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

      REQUIRED:

      • Bachelor’s degree in Human Resources, Business Administration or equivalent education/work experience
      • 7+ years’ experience in Human Resources
      • Previous leadership/management experience
      • Proficient with MS Office Suite
      • Knowledgeable in employment laws and regulations
      • Excellent verbal and written communication and ability to resolve conflict
      • Ability to work independently and exercise sound judgment
      • Ability to maintain a high level of confidentiality, ethics and integrity
      • Must be able to travel to Daytona Beach, FL facility as needed.

       
      PREFERRED:

      • 10+ years’ experience in Human Resources
      • Senior HR designation or certification
      • Call Center environment experience
      • Previous facilities management experience

       
      PHYSICAL REQUIREMENTS NECESSARY ON A REGULAR BASIS:

      • Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day
      • Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day
      • Vision sufficient for use of a computer monitor
      • Ability to sit at a desk 7-8 hours per day
      • Must be able to travel

       
      Apply Now

Team Lead- Call Center (MI)

REPORTS TO: Call Center Manager

DEPARTMENT: Lender Solutions

POSITION SUMMARY:
The Team Leader provides the daily leadership and support for the program to meet customer
and employee satisfaction while achieving the business goals of the call center.

ESSENTIAL DUTIES AND FUNCTIONS:

  • Monitor and maintain service levels to ensure:
    • Call Center Agents are properly supporting the program.
    • Monitor schedule adherence.
    • Look for opportunities to improve service levels
  • Manage customer handling (call flow) processes.
  • Analyze and manage program trends and progress. Interact with key users for feedback to
    make process improvement / enhancement recommendations.
  • Communicate all changes, enhancements, new version releases, etc. to the appropriate
    personnel including the Training department and Quality Services on a consistent and
    timely manner.
  • Develop, coach, support and evaluate the team; responsible for the development of the
    team.
    • Hold monthly scorecard meetings.
    • Provide feedback and coaching timely.
    • Discuss and implement career development opportunities.
    • Set up for all new hires (Computer and cubicles).
    • All other matters as it relates to daily management of the staff.
  • Work with Director on monthly business reports as needed.
  • Evaluate and coach back customer service skills in quality assurance process.
  • Ensure employees have the necessary training and job aids to perform their job
    responsibilities.
  • Strive to continuously improve survey results and employee satisfaction.
  • Be visible and available on the floor. Interact with the team as much as possible through
    team meetings, walking the floor, one-on-one meetings, etc.
  • Adhere to and support all Proctor and Business Partner quality initiatives, systems and
    policies.
  • Attend and participate in team meetings and Team Leader meetings.
  • Communicate and generate enthusiasm and commitment for a positive work environment
    that fosters team performance.
  • Complete training courses as directed by Operations and/or Training.
  • Maintain professional working relationships.

 

COMPETENCIES:

  • Customer/Client Focus – the tendency to strive to exceed customer expectations.
    Effectively elicit first-hand customer information and use it to resolve their
    queries.
  • Problem Solving – the ability to solve problems and understand complex and
    unfamiliar information. Readily learn and apply new information and skills on the
    job.
  • Planning/organizing—the individual prioritizes and plans work activities and uses
    time efficiently.
  • Interpersonal skills—the individual maintains confidentiality, remains open to
    others’ ideas and exhibits willingness to try new things.
  • Oral communication—the individual speaks clearly and persuasively in positive
    or negative situations and demonstrates group presentation skills.
  • Written communication—the individual edits work for spelling and grammar,
    presents numerical data effectively and is able to read and interpret written
    information.
  • Results-driven – the ability to effectively manage a pod/team, maximizing the
    results of team standards such as ASA, abandonment rate and schedule adherence.
  • Quality control—the individual demonstrates accuracy and thoroughness and
    monitors own work to ensure standards are achieved.
  • Adaptability—the individual adapts to changes in the work environment, manages
    competing demands and is able to deal with frequent change, delays or
    unexpected events.
  • Leadership – the individual manages effective teams and work groups, works to
    develops others, build and maintain relationships, can effectively set vision and
    strategy and manage change.
  • Safety and security—the individual observes safety and security procedures and
    uses equipment and materials properly.

 
QUALIFICATIONS:

    To perform this job successfully, an individual must be able to perform each essential duty
    satisfactorily. Reasonable accommodations may be made to enable qualified individuals with
    disabilities to perform the essential functions:

    REQUIRED:

    • High School Diploma/ GED
    • Proficient with MS Office
    • Ability to maintain a high level of confidentiality
    • Previous leadership experience required
    • Outgoing, energetic personality; people person
    • Must be detail and results oriented

     
    PREFERRED:

    • College degree
    • Excellent interpersonal communication skills
    • Ability to react and adapt to changes and priorities
    • Flexibility with work schedule

     
    PHYSICAL REQUIREMENTS NECESSARY ON A REGULAR BASIS:

    • Repetitive motion. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day
    • Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day
    • Vision sufficient for use of a computer monitor
    • Sedentary position. Ability to sit at a desk 7-8 hours per day
    • Worker not substantially exposed to adverse environmental conditions

     
    Apply Now

Proctor will make every effort to provide reasonable accommodations to physical and mental limitations of applicants and teammates with disabilities or who are disabled veterans unless it can demonstrate that the accommodations would impose an undue hardship on the operation of business. Such reasonable accommodations are implemented in the company’s electronic and/or online application systems. The company ensures that qualified applicants and teammates with disabilities, who are unable to fully utilize the system, are provided equal opportunities to apply and be considered for all jobs. Proctor ensures that potential applicants with disabilities either can use Proctor’s online system or can submit an application in a timely manner through alternative means. This includes contacting Proctor, other than through the online system, to request any reasonable accommodation needed to provide the applicant with a disability an equal opportunity to apply and be considered for jobs at Proctor. Proctor will confidentially review performance issues of teammates with known disabilities to determine whether a reasonable accommodation is needed when: 1) the teammate is having significant difficulty with job performance, and 2) it is reasonable to conclude that the problem is related to the known disability.

Teammates may also contact the Team Resources Department at any time to formally request an accommodation @ 248-269-5700.