Lead - Commissions Analyst

Lead Commissions Analyst

We are looking for a well-organized, self-starting lead commission analyst to join and be a critical part of our client services team. The ideal candidate is detail and service oriented with accounting and math skills. Essential tasks include preparing and processing commissions for payment. If you have strong time management skills, are exceptionally well organized and accurate, detail oriented with great communication skills, and would enjoy working as part of a great team, we would love to hear from you. 

• 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 

• 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