Commission Analytics Associate

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

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.