Commissions analyst
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AI Summary
The Commissions Analyst is responsible for preparing and processing commission payments while resolving discrepancies and maintaining payout grids. They act as a liaison between advisors and internal teams to ensure accurate and timely commission reporting.
Position: Commissions analyst (Financial Analyst)
Location: Remote
Position Responsibilities:
• Commissions preparation and processing
• Meet processing deadlines with accuracy
• Commission Discrepancy Resolution
• Field and answer questions relating to commission payments
• Maintain payout grids
• Licensing and Contracting Research
• Liaison between advisors, relationship managers, and other team members.
• Research and understand the commission structure and processes for multiple insurance carriers and products
• Document and communicating carrier commission processes to team members and agents
• Gather and reviewing monthly commission statements for multiple insurance carriers
• Resolve agent commission discrepancies and urgent commission needs
Position Requirements:
• Bachelor's degree (Preferably: Finance/Business Administration/Mathematics/Accounting)
• 2 to 4 years of Life Insurance or Financial Services Experience
• Excellent interpersonal, written, and oral communication skills
• Must have excellent time-management and organizational skills
• Must be proficient with Microsoft Office including Excel
• Must be able to multi-task, possess quick-thinking abilities and excellent attention to detail
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