- Collect commission statements and documents
- Reconcile bank accounts
- Record revenue
- Analyze commission schedules and agreements
- Understand customer relationships, hierarchies, and contracts
- Calculate commission payouts based on schedules and agreements
- Locate and send commission statements to clients
- Communicate commission information to customers verbally and in writing (Insurance carriers and insurance advisors)
- Locate and Update customer bank information
- Assist with creating invoices
- Perform Debt Collections monthly
- Corrects mistakes or errors efficiently
- Follow procedures to protect client and company financial information
- Proficient in Excel
- Quick to learn software
- Strong mathematical skills
- Excellent at written and verbal communication
- Great at customer service
- Good at organization
- Interpersonal skills
- Professional
- Able to manage time effectively
- Maintain Confidentiality
- Eager to Learn and apply experience to the job
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Contracting and Commissions Specialist - Lawrenceville, United States - Integrity Marketing Group
Description
About The Milner AgencyMilner Financial was founded over 60 years ago while working with life insurance carriers to help clients obtain the best possible coverage, regardless of medical history. Over the years, the influential firm has helped develop traditional carrier underwriting practices and assisted in designing the first-ever multi-company application processing system. It was also the first agency to pilot imaging and uploading systems for three of the nation's largest life insurance carriers. As a BGA with extensive underwriting capabilities and experience, Milner Financial connects agents and advisors to the best carriers and products that address each client's specific needs and goals. Producers can spend more time cultivating and strengthening client relationships. Milner Financial is based in Lawrenceville, Georgia.
Job Summary
The Commission Specialist will: collect, record, analyze, calculate, and communicate financial information to customers while maintaining professional conduct, following company procedures, ensuring confidentiality, and providing excellent customer service.
Primary Responsibilities:
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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