обновлено 3 дня назад
Commissions Specialist (Insurance)
16 - 19$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commissions Specialist (Insurance) (Finance and commission reporting): Analyzing carrier commission data, validating commission statements, and maintaining financial records that support insurance sales operations with an accent on data accuracy, reporting, and transaction-error research. Focus on preparing and processing commission statements, auditing pay requests, and resolving carrier and upline discrepancies.
Location: Archdale, North Carolina; work from the Archdale office Monday through Friday
Salary: $18–$19.23 per hour
Company
is an insurance distribution company with an insurtech focus, supporting independent agents and clients with life, health, and wealth insurance products.
What you will do
- Coordinate with the Retention Manager on carrier reports and inquiries.
- Download carrier reports, Ready to Sell reports, and commission statements from carrier websites and email.
- Prepare reports and commission statements and upload them to dedicated databases.
- Pre-check and process commission statements.
- Identify carrier and upline transaction errors and submit them for research and correction.
- Send pay audit requests and handle other responsibilities assigned by the Commission Director.
Requirements
- Associate or bachelor’s degree in finance or accounting preferred.
- Advanced Excel skills, especially formulas and pivot tables.
- Knowledge of Microsoft Access databases.
- Ability to multitask and manage repetitive tasks accurately.
- Strong organization, attention to detail, communication skills, and confidentiality.
- Ability to work from the Archdale, NC office Monday through Friday.
Culture & Benefits
- Medical, dental, and vision insurance.
- 401(k) retirement plan.
- Paid holidays, PTO, and community service PTO.
- FSA/HSA, life insurance, and short-term and long-term disability coverage.
- Career opportunities within a growing insurance and insurtech organization.
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