Commissions analyst

iShare IncDallas, TX
$40 - $42Remote

About The Position

The Commissions Analyst will be responsible for the preparation and processing of commissions, ensuring accuracy and meeting deadlines. This role involves resolving commission discrepancies, answering questions related to commission payments, and maintaining payout grids. The analyst will also conduct research on licensing and contracting, acting as a liaison between advisors, relationship managers, and other team members. A key part of the role includes researching and understanding commission structures for various insurance carriers and products, documenting these processes, and gathering/reviewing monthly commission statements. The analyst will also be tasked with resolving agent commission discrepancies and urgent commission needs.

Requirements

  • 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

Responsibilities

  • 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
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