Agent Commission Associate
About The Position
Premier Financial Alliance (PFA) is a leader in the financial services industry, focusing on protecting the dreams of Middle America with our innovative life insurance products. We are committed to disrupting the status quo in the financial services industry with our proprietary life insurance product that offers living benefits. As an entry-level Commissions Analyst, you will play a crucial role in supporting our missions of getting uninsured Americans covered efficiently. You will help manage and be accountable for a portfolio of policies, reviewing all information associated with client applications and managing commission statements from various carriers for weekly agent payouts.
Requirements
- Strong interpersonal Skills
- Excellent oral and written communication skills
- Ability to work with minimal direct supervision (after training period)
- Be a self-starter and work well with others in a team environment
- Ability to multitask in a fast paced environment
- Strong organizational skills with attention to detail
- Work well with numbers
- Ability to understand and follow both written and verbal instructions
- Ability to maintain a high degree of concentration
- Excellent computer skills and speed to execute.
- Advanced knowledge of Google Suite and Excel required.
- Quick learner of additional in-house platforms required
Responsibilities
- Develop knowledge of the automated commissions process and associated rules, to ensure outcomes are consistent with commission guidelines and philosophy.
- Regularly generate reports to keep Commissions Manager apprised of new business activity and progress.
- Gain an understanding of how Agent Hierarchies and Annuity Grids to work to better assist field agents.
- Upload PFA statements for field Agents into the PFA Website.
- Process the NLG New York Life Weekly Commission Statement.
- Process the weekly agent PFA Statements.
Benefits
- HRA allowance covering a minimum of $1,000 per month towards health insurance premiums and health expenses. Final HRA Allowance is based on employee age and if family is covered
- 401(k) plan after one year of service for eligible employees, with 3% Safe Harbor contribution from PFA, based on your annual income
- 14 days paid PTO, plus holidays
- Coffee, snacks, and drinks provided in the office
- Company socials and fitness challenges.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
