Commissions Analyst III

About the position

The Commissions Analyst III at Integrity Marketing Group is responsible for managing and processing commission statements, ensuring accurate financial transactions, and providing excellent service to agents. This role involves reconciling incoming commission payments, communicating with insurance companies to resolve issues, and generating reports related to commission payments. The position requires strong organizational and communication skills, as well as proficiency in Microsoft Excel and other Office products.

Responsibilities

• Review new policies from incoming commission statements and input into Agency Management System to generate outgoing commission advances and earnings to agents.
• Reconcile incoming commission payments to expected schedule and identify and resolve differences.
• Communicate with insurance companies to resolve various commission issues such as missing payments, incorrect payments, and policy & agent statuses.
• Generate reports from Agency Management System related to commission payments.
• Handle commission statement scanning & filing.
• Manage incoming and outgoing agent calls & emails related to commission issues.
• Ensure excellent service is rendered to agents.
• Assist in developing/operating procedures for efficient commission accounting operations.
• Perform complex financial transactions accurately and efficiently.
• Balance account statements by identifying issues and correcting financial errors.
• Perform weekly quality oversight activities for individuals and carriers.
• Perform other duties as assigned.

Requirements

• Proficient computer skills and excellent knowledge of Microsoft Office products, especially Excel.
• Ability to work independently with sound organizational skills.
• Strong people skills to lead and coach others.
• Ability to solve complex problems and communicate effectively at all levels of the organization.
• High level of proficiency in calculating figures and amounts such as commission premiums and percentages.
• Experience with system testing and documentation of new processes.
• Ability to work as a team player while supporting Agency goals.

Nice-to-haves

• Insurance industry experience is preferred but not required.
• Four-year college degree in Mathematics, Accounting, or a related field.

Benefits

• Life insurance