Distribution Financial Planning & Commissions Analyst

AmeriLife • Overland Park, KS

1d

About The Position

AmeriLife Benefits, a national leader in voluntary, executive & Medicare benefits, is seeking a Distribution Financial Planning & Commissions Analyst. Are you looking to join a nimble, industry-leading organization with a reputation for high-quality consulting and benefit services, along with strong earnings potential and a team-oriented structure to help you succeed? We could be your career solution. The Distribution Financial Planning & Commissions Analyst is responsible for ensuring that all commission money payable to AmeriLife Benefit entities for insurance products and other value-added services is collected and distributed to brokers per contractual agreements. The individual enters commission statement data into established commission database for accurate and timely processing, performs reconciliation of inbound and outbound commission payments, researches and responds to broker inquiries, and other special financial projects as assigned. Additional duties include data input of distribution models and analyzing revenue results and trends. Accounting proficiency and Microsoft Excel is a must, as well as experience with reconciliations and other accounting related tasks. Strong attention to detail, great organizational skills, and technical ability to work with software systems and general ledger programs also required. Maintain and distribute ad-hoc reports and models as needed. Collect, analyze and validate data from various data points. Identify trends in data. Works collaboratively with managers and other teammates to collect data, ensuring reporting is accurate, timely, and of high quality. Integrates data from multiple data sets into relevant systems for report publication. Accounts payable and receivable clerk duties. Data entry within Microsoft Excel

Requirements

• College degree in accounting, finance, insurance, actuarial studies, or related field.
• A proactive and positive attitude, and the ability to work and contribute within a team environment.
• Strong communication and presentation skills.
• The ability to think and work independently and deliver finished, professional work products even in circumstances with limited or ambiguous information.
• Extensive knowledge of Microsoft Office, especially Microsoft Excel (pivot tables, excel formulas etc.) and PowerPoint.
• Accounting proficiency
• Microsoft Excel proficiency
• Experience with reconciliations and other accounting related tasks
• Strong attention to detail
• Great organizational skills
• Technical ability to work with software systems and general ledger programs
• Ability to understand data integrity and correctness/balancing to totals, a curiosity for business problem solving through analytics, and a basic level of experience in business scenario modeling.
• Understands data sources, processes, formulas and output.
• Data reconciliation skills.
• Strong organizational skills.
• Attention to detail and the ability to work efficiently under deadline pressure is essential.
• Able to multitask, prioritize, and manage time efficiently.
• Able to work in a fast-paced, team environment as well as independently.
• Strong interpersonal skills; effective oral and written communications both internally and externally.
• Flexibility and adaptability; energetic and self-driven.

Nice To Haves

• Experience in other database management and reporting tools/data extracts, such as working with Salesforce or Alteryx.
• Experience in the Insurance Industry (Carrier or Agency).

Responsibilities

• ensuring that all commission money payable to AmeriLife Benefit entities for insurance products and other value-added services is collected and distributed to brokers per contractual agreements
• entering commission statement data into established commission database for accurate and timely processing
• performing reconciliation of inbound and outbound commission payments
• researching and responding to broker inquiries
• data input of distribution models and analyzing revenue results and trends
• maintaining and distributing ad-hoc reports and models as needed
• collecting, analyzing and validating data from various data points
• identifying trends in data
• working collaboratively with managers and other teammates to collect data, ensuring reporting is accurate, timely, and of high quality
• integrating data from multiple data sets into relevant systems for report publication
• accounts payable and receivable clerk duties
• data entry within Microsoft Excel

Benefits

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees