Commissions Specialist

The Jacobson Group; Deutschland; Remote; EUR 40.000 - 60.000; Teilzeit

Zusammenfassung

A leading life insurance firm in Germany is seeking a Commissions Specialist on a consulting basis. This role involves managing commission/accounts, working closely with agents, and addressing inquiries. Ideal candidates will have a finance-related degree, customer service experience, and proficiency in Microsoft Office. The position offers competitive hourly pay and includes medical, dental, and vision benefits.

Leistungen

Medical insurance

Dental insurance

Vision insurance

401(k) retirement savings plan

Qualifikationen

• Minimum of two years customer service or administrative related experience in a fast-paced service industry.
• Proficient in Microsoft Office (Excel and Word) and Outlook.
• Prior sales and/or business experience in the financial services industry is preferred.

Aufgaben

• Review all commission payments on a daily, weekly, monthly and yearly basis.
• Work directly with agents to resolve commission questions.
• Manage commission flow and ensure payments are processed correctly.

Kenntnisse

Customer service skills

Communication skills

Microsoft Office proficiency

Understanding of commission schedules

Entrepreneurial mindset

Desire to help others

Ausbildung

Bachelor’s degree in accounting, finance, or related field

Tools

Microsoft Excel

Microsoft Word

Email applications

Jobbeschreibung

Job Description:
Our life insurance client is adding a Commissions Specialist to their team on a consulting basis. The day-to-day operations of commission accounting are inclusive of all commission/debt balance payment processing for agents and independent marketing organizations across multiple distribution channels. The role requires significant interaction with agents/agencies and internal areas.

Responsibilities:

• Review all commission payments on a daily, weekly, monthly and yearly basis, and escalate as needed.
• Review commission calculations associated with all distribution channels and product lines associated with the commission schedules and deal code roadmaps.
• Work directly with agents and assist Manager/AVP to resolve commission questions and/or discrepancies timely.
• Review and properly manage commission flow, and ensure commissions are paid and commission statements are posted on the portal.
• Handle demand noticesand debit balance notification which includes reporting and removing accounts from Vector One and assessing who to send to the collection agency.
• Coordinate the timely roll up of debt balances and process the roll ups with our TPA.
• Research and update the agent’s demographics for returned checks, change payment mode and correspond with the agents to get banking and/or addresses updated to resend payment.
• Handle all EFT returns from treasury and our TPA, to determine if commissions should be paid or applied toward debit balance.
• Handle agent calls and email inquiries regarding contracting, licensing, appointments, commissions/advance payments.

Requirements:

• Bachelor’s degree in accounting, finance, or related field or equivalent combination of education and experience required
• Minimum of two years customer service or administrative related experience in a fast-paced service industry
• Proficient in Microsoft Office (Excel and Word) and Outlook and the ability to easily learn new applications
• Strong verbal and written communication skills
• Prior sales and/or business experience in the financial services industry (preferred)
• Entrepreneurial mindset
• Strong desire to help others
• Ability to effectively interact/interface with external parties – agents, distributorsand vendors
• Understanding of commission schedules

Pay Range:
The anticipated pay range for this position is $21.33 per hour, based on experience.
We understand that salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity.
We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.

Benefits:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement savings plan

Contact:
Morgan Falck
Life Insurance Recruiter
[phone]
[e-mail]

Equal Opportunity Employer:
The Jacobson Group is committed to fostering an inclusive and equitable workplace that reflects the diverse communities we serve. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic as defined by applicable law. We believe that diversity of thought, background and experience strengthens our team and drives innovation. All employment decisions are based on qualifications, merit and business needs.

If you require a reasonable accommodation to complete the application process or participate in an interview, please contact us at [e-mail] or [phone] to make a request.

Refer a Colleague:
Do you know someone who would be interested in this project? Submit your referral directly by emailing the Jacobson contact listed above or submitting themthrough this form. If your referral is hired for a contract assignment and meets all other eligibility criteria, you will receive a referral bonus!