Associate Commissions Accounting Analyst

Integrity Marketing Group; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Benefits

Job summary

Integrity Marketing Group, a leading independent distributor of life, health and wealth insurance products, seeks a detail-oriented Commission Processing Specialist to support carrier statements and batching for payment.

You will review errors, coordinate with business units, and apply analytic techniques to identify discrepancies, while leveraging Excel to produce precise reports and documentation for internal teams and payees.

Qualifications

• 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.

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.

Skills

IntegrityCONNECT

Accounting basics

Analytical thinking

Written communication

Advanced Excel

Time management

Attention to detail

Organizational skills

Customer service

bookkeeping basics

Education

High School Diploma or GED

Bachelor’s degree in finance, business administration, accounting or mathematics

Tools

Excel

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. Wherever you are in life, the future can be a leap of faith.

Benefits

• Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Equal Opportunity Employment

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.