- Retrieve commission statements from various carriers using various predetermined methods
- Prepare weekly and monthly commission files
- Review data entries, calculations, and outputs with a high degree of detail to identify discrepancies and perform corrections and revisions in a timely manner
- Summarize and submit commission calculations for review
- Respond to commission questions from other departments in a timely and effective manner
- Track, research and resolve calculation-related inquiries and exceptions including disputes
- Actively participate and contribute to the continual improvement of best practices and processes to enhance efficiencies and reduce the risk of error
- Support annual audit deliverables related to compensation payouts
- Execute ad-hoc analytic requests
- A High School diploma is preferred.
- Exceptional written and oral communication skills
- Advanced proficiency in Microsoft Excel, Outlook, and data management
- Keen attention to detail
- Team-first attitude
- Proven track record of taking initiative
- High degree of discretion; ability to maintain confidentiality
- Ability to problem solve and find creative solutions
- Understanding of business needs and the willingness and ability to be available after hours as needed during busy commission cycles and to meet tight payroll deadlines
- Flexible and open to new ideas and changes to comp plans, and having the insights to recognize challenges and/or opportunities to address them ahead of time
- Willingness to accept new challenges, being curious about how things work, and finding solutions to potential issues
- Ability to adapt to a fast-paced and quickly changing environment, multi-task, and manage competing priorities with multiple deadlines, and a willingness to roll-up sleeves to get the job done
- Must demonstrate high energy, initiative, and creativity
- Ability to navigate a large network and follow file paths to save data in the designated location
- Knowledge of the insurance industry and basic commission calculations
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Commissions Analyst - Clearwater, United States - AmeriLife
Description
Our CompanyExplore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
Saves and prepares carrier commission statements for upload using File Explorer, Microsoft Excel, Microsoft Word, and Adobe Acrobat. Ensures accuracy of commission files using problem-solving skills and predetermined data validation methods. Respond to inquiries from co-workers as well as other departments and external affiliates.
Job Description
Essential Tasks:
[The following reflects tasks for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.]
