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Independent Administrative Services - Clearwater, FL
posted 3 months ago
About the position
The Commissions Analyst at AmeriLife plays a crucial role in ensuring the accuracy and timeliness of agent and marketer commissions. This position is integral to the company's operational transformation, supporting agents, marketers, and carrier partners in a rapidly evolving insurance industry. The analyst will be responsible for calculating commission expenses, validating data, resolving inquiries, and maintaining accurate records, all while demonstrating strong analytical skills and attention to detail.
Responsibilities
- Calculate and forecast agent commission expense for weekly payment process for multiple carriers partners.
- Review data entries, validate calculations and confirm outputs with high attention to detail to ensure accuracy, identify discrepancies, and perform corrections and revisions as needed.
- Research and resolve agent, affiliate and marketer commission related inquiries within 24 to 48 hours.
- Ensure all agent, agency and carrier payment levels are correct in the system by cross-referencing control sheets.
- Build and maintain Excel reports using commission processing system data as requested.
- Monitor and maintain individual agent balance reporting, ensuring obligations are completed appropriately across all carriers.
- Download and maintain third-party files to populate commission file, reformatting as needed.
- Assist with all audits as requested.
- Perform other duties as assigned.
Requirements
- Bachelor's Degree (desired, but not required) or equivalent related experience.
- Advanced Excel knowledge (Mandatory).
- Excellent analytical and problem-solving skills.
- Keen attention to detail.
- Ability to work independently and effectively with finance colleagues, marketers, and agents.
- Insurance industry experience or related agency experience (Desired, but not required).
- Proficient in the use of computer and programs.
- Maintain confidentiality and protect PII.
- Strong organizational, prioritization, multi-tasking and time management skills in a fast-paced environment.
- Interact professionally with brokers, carriers, and other employees.
- Excellent verbal and written communication skills.
- Desire to continuously learn and identify process improvement opportunities.
Nice-to-haves
- Insurance industry experience or related agency experience.
