Commissions analyst

iShare Inc; Dallas (TX); Vor Ort; USD 65.000 - 85.000; Vollzeit

Zusammenfassung

iShare Inc. in Dallas, TX is seeking a Commissions Analyst (Financial Analyst) to support commissions preparation, processing, and discrepancy resolution across multiple carriers.

The role requires a bachelor's degree in Finance/Business/Mathematics/Accounting and 2–4 years in Life Insurance or Financial Services, with strong Excel and organizational skills to meet deadlines and communicate clearly with advisors and team members.

Aufgaben

• Commissions preparation and processing
• Meet processing deadlines with accuracy
• Commission Discrepancy Resolution
• Field and answer questions relating to commission payments
• Maintain payout grids
• Licensing and Contracting Research
• Liaison between advisors, relationship managers, and other team members.
• Research and understand the commission structure and processes for multiple insurance carriers and products
• Document and communicating carrier commission processes to team members and agents
• Gather and reviewing monthly commission statements for multiple insurance carriers
• Resolve agent commission discrepancies and urgent commission needs

Jobbeschreibung

Position: Commissions analyst (Financial Analyst)

Location: Operating Area Dallas, TX 75201

Position Responsibilities

• Commissions preparation and processing
• Meet processing deadlines with accuracy
• Commission Discrepancy Resolution
• Field and answer questions relating to commission payments
• Maintain payout grids
• Licensing and Contracting Research
• Liaison between advisors, relationship managers, and other team members.
• Research and understand the commission structure and processes for multiple insurance carriers and products
• Document and communicating carrier commission processes to team members and agents
• Gather and reviewing monthly commission statements for multiple insurance carriers
• Resolve agent commission discrepancies and urgent commission needs

Position Requirements

• Bachelor's degree (Preferably: Finance/Business Administration/Mathematics/Accounting)
• 2 to 4 years of Life Insurance or Financial Services Experience
• Excellent interpersonal, written, and oral communication skills
• Must have excellent time-management and organizational skills
• Must be proficient with Microsoft Office including Excel
• Must be able to multi-task, possess quick-thinking abilities and excellent attention to detail