Associate Commissions Accounting Analyst

integritymarketing; Dallas (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Integrity, a Dallas-based independent distributor of life, health and wealth insurance products, is seeking an entry-level specialist to manage commission statements. You will review calculations, resolve errors, and finalize batches for payment while collaborating with business units and service teams.

Ideal candidates have a basic background in bookkeeping or accounting and comfort with data-driven processes and professional written responses.

Qualifications

• Entry level bookkeeping or accounting transactional processes experience preferred.
• Insurance or financial services experience preferred.
• Hands-on customer or client service experience.
• Formal written client support including emails and reporting.

Responsibilities

• Identify carrier statements ready for commission processing and prepare for approval.
• Identify contracting errors and report to resolve with contracting team.
• Review errors/exceptions and coordinate with Service Team and BU team to resolve.
• Review calculations to identify unusual transactions and develop action plans.
• Finalize commission batches for approval and ensure timely processing.
• Follow up on incomplete transactions or batches to closure.

Job description

Responsibilities

• Identify carrier statements that are ready for commission processing from the business unit team, lead or manager.
• Identify contracting errors and provide reporting to the contracting team to resolve errors.
• Review errors/ exceptions and work with Service Team and BU team to resolve.
• Review calculations to identify unusual transactions, discuss with lead or manager to develop action plan.
• Finalize commission batches for approval.
• Follow up on any incomplete transactions or batches.

Position Requirements (Knowledge, Skills, and Abilities)

• Will develop expertise in the IntegrityCONNECT system/ data driven processes and manual/people processes to complete the processing of commission statements for payment.
• Understanding of accounting processes that may include payables, payroll or bookkeeping.
• Skilled in use analytical techniques in calculating amounts, researching issues and identifying variances.
• Skilled in creating professional written and verbal responses to business unit teams and payees
• Demonstrate advanced excel user skills and apply them to generate appropriate/ required outcomes.
• Ability to demonstrate Time Management and Organization to juggle multiple clients, or research requests.
• Ability to use Analytical and Critical Thinking skills to respond to and anticipate calculation and commission statement processing questions and error / exception messaging.
• Ability to Organize and Track assigned files and track all follow up items to timely resolution.
• Ability to demonstrate Attention to Detail in identifying discrepancies and ensuring accuracy in tasks.

Experience

• Entry level bookkeeping or accounting transactional processes including accounts payable, commission calculations or reconciliation experience preferred.
• Insurance or financial services experience preferred.
• Hands‑on customer or client service experience.
• Formal written client support including emails and reporting.

Education

• High School Diploma or GED required.
• Bachelor's degree in finance, business administration, accounting or mathematics preferred.

About Integrity

• Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
• Integrity offers you the opportunity to start a career in a family‑like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
• Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com .
• Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.