Commissions Analyst
Integrity
About the Role
Responsible for administering the full commission process from receiving initial reports through coordination with the Accounting Manager for payment dispensing. Ensures timely and accurate payments to insurance agents. Resolves escalated commission issues in conjunction with the broker services commission team.
Key Responsibilities
- Administering the full commission process.
- Downloading, receiving, formatting, importing, and verifying commission reports.
- Uploading reports to the Ritter Agent Payment system.
- Verifying accuracy of internal systems.
- Coordinating payment processing with the Accounting Manager.
- Providing formatted reports per accounting requirements.
- Performing manual calculations for quarterly allowances.
- Reviewing agent’s debt and including it in the debt collection process when necessary.
- Working with the RAP developer to provide testing and feedback in system releases.
- Resolving escalated commission issues.
- Working in conjunction with the Broker Operations team to resolve all issues in a timely and accurate fashion.
- Providing customer service to agents via phone, email, and in person as necessary.
- Creating Service Requests (SRs) as needed to track and handle agent issues.
- Providing full circle customer service to verify agent issues are properly and thoroughly addressed.
- Participating in various cross-training assignments.
- Performing miscellaneous duties as assigned by Supervisor.
Requirements & Tech Stack
- Associate's degree or above.
- Basic understanding of insurance and agent relationship.
- Basic understanding of the commission process.
- Intermediate Excel skills; working knowledge of Xlookup.
- One year of customer service experience and/or data entry experience.
- Good attention to detail.
- Good analytical skills.
- Ability to work at a fast pace.
- Good communication skills, especially over the phone.
- Good customer service skills.
- Positive attitude and ability to work well with others.
Experience in accounting or finance is a plus.