Financial/Data Analyst- Commission department

$55,000 - $55,000/Yr

Garity Advantage - Norwell, MA

Full-time - Entry Level

Norwell, MA

5,001-10,000 employees

About the position

The Data/Financial Analyst position at GarityAdvantage involves working within a dynamic team to manage and analyze commission data, maintain databases, and provide exceptional customer service to agents. The role requires proficiency in Excel and involves extensive data handling, communication with agents, and collaboration with finance teams to ensure a smooth commission process.

Responsibilities

• Maintain and update databases related to commission data.
• Analyze commission statements and prepare reports.
• Provide customer service to agents regarding commission inquiries.
• Work closely with the Commissions and Finance Teams to streamline processes.
• Perform audits on insurance carrier commission data.
• Manage the monthly payment process for carrier commissions.
• Communicate with agents via telephone, email, and internet.
• Assist with various departmental projects and resolve commission questions.

Requirements

• Bachelor's degree (preferred).
• 2 years of experience with Microsoft Excel (preferred).
• Experience with databases and data analysis.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Customer-focused attitude and professionalism.

Nice-to-haves

• Experience in the insurance industry.
• Familiarity with Smart Office software.

Benefits

• 401(k) matching
• Health insurance
• Health savings account
• Paid time off