Contracting and Commissions Operations Analyst

AmeriLife•Clearwater, FL

About The Position

The Contracting and Commissions Operations Analyst is responsible for supporting the end‑to‑end processes related to agent contracting, hierarchy management, and incentive compensation across Health and Wealth insurance products. This role manages escalations, performs detailed analysis to resolve contracting and compensation discrepancies, produces reporting, and partners with Commissions and Contracting Leadership to drive process improvements. The analyst ensures accuracy, operational consistency, and high‑quality service for agents, internal stakeholders, and affiliates.

Requirements

Bachelor’s degree in business, finance, operation management or equivalent preferred
Strong Microsoft Office Suite skills including Excel (VLOOKUP/SLOOKUP, pivot tables, data validation, error-checking) and Word
1-3 years experience in customer service, financial services or insurance operations preferred
Advanced analytical and problem-solving skills including ability to investigate discrepancies
Working knowledge of agent contracting, appointment processes, and hierarchy management for Health and Wealth insurance products
Strong analytical skills with the ability to interpret contracting rules, validate compensation logic, and troubleshoot data discrepancies
Ability to recognize trend patterns, identify process gaps, and collaborate with leadership to drive operational improvements
Excellent written, verbal, and interpersonal communication skills
Strong attention to detail with accurate data-entry and documentation skills
Ability to prioritize multiple tasks in a fast-paced environment
Ability to adapt to changing workflows, prioritize multiple tasks, and operate in a fast-paced environment

Responsibilities

Serve as a primary point of contact for inquiries related to agent contracting, appointment status, documentation requirements, and commission or incentive compensation issues
Research and resolve contracting and compensation discrepancies by reviewing system configurations, compensation rules, agent/agency hierarchy alignments, and transactional data
Maintain strong working knowledge of contracting workflows, hierarchy structures upline/downline relationships, and compensation impacts across Health and Wealth products
Process updates to contracting and hierarchy records or escalate inaccuracies, workflow bottlenecks, or system gaps to Commissions, Contracting, or Technology teams
Validate that contracting status and hierarchy alignment support accurate commission payments and compliance with regulatory and internal standards
Produce timely, accurate reporting related to contracting status, compensation accuracy, issue trends, and service-level performance
Analyze inquiry patterns and operational data to identify recurring issues, systemic gaps, or efficiency opportunities
Recommend process improvements and partner with Commissions and Contracting Leadership to spearhead the implementation of approved enhancements
Document all inquiries, investigations, and resolutions thoroughly and objectively in CRM and internal systems
Maintain strict adherence to HIPAA, PHI, and organizational data‑protection requirements
Explain complex contracting and compensation matters in clear, understandable language for agents, internal stakeholders, and leadership
Meet established service, quality, productivity, and accuracy standards
Build and maintain collaborative relationships with Contracting, Commissions, Operations, Finance, and Technology teams