Producer Commission Analyst

Signers National; Conshohocken (Montgomery County); Híbrido; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Signers National seeks a Commission Analyst to manage the accurate calculation, reconciliation, reporting, and analysis of producer commissions across the company and member agencies. You will leverage AI and automation tools to streamline commission processes.

The role requires strong Excel skills, insurance commission knowledge, and the ability to implement automated solutions for efficiency and accuracy in a fast-paced environment.

Formación

• Bachelor’s degree in Finance, Accounting or related field.
• 2-5 years’ experience in commissions, finance, accounting, or payroll, preferably within an insurance agency, brokerage, or carrier.
• High level command of Excel (Pivot tables, XLOOKUP, formulas, charts etc.)
• Strong reconciliation and analytical skills with high attention to detail and accuracy.
• Understanding of insurance commission structures (new vs. renewal, direct bill vs. agency bill, splits) strongly preferred.
• Strong written and verbal communication skills;
• Ability to work in a fast-paced environment and manage multiple deadlines, including month-end close.
• Preferred: demonstrated experience using AI tools (e.g., Microsoft Copilot, ChatGPT, Claude) to automate workflows, analyze data, or improve reporting accuracy and efficiency.
• Agency management system experience (e.g., Applied Epic, AMS360) a plus.

Responsabilidades

• Calculate, review, and process monthly & quarterly producer commissions, overrides, and bonuses in accordance with commission agreements and company policy.
• Prepare monthly commission accruals, journal entries, and account reconciliations to support the monthly, quarterly, and yearly close processes.
• Develop and maintain commission models and reports to support forecasting, budgeting, and strategic initiatives, including analysis of new or proposed compensation plans.
• Support the integration of commission processes and data for newly acquired agencies.
• Serve as a point of contact for producers, account managers, and carriers on commission inquiries, providing clear and timely resolution.
• Maintain commission schedules, rate tables, and producer splits; ensure compliance with internal controls and audit requirements.
• Identify and implement opportunities to automate and improve commission processes, including the use of AI tools for reconciliation, variance detection, and reporting.

Conocimientos

Bachelor’s degree in Finance

2-5 years’ experience in commissions

Excel proficiency

Reconciliation and analytical skills

Understanding insurance commission‑sc

Educación

Bachelor’s degree in Finance, Accounting or related field

Herramientas

Applied Epic

AMS360

Descripción del empleo

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees.

JOB SUMMARY

Individual will be responsible for the accurate and timely calculation, reconciliation, reporting, and analysis of producer commissions across the company and its member agencies. This role will leverage AI and automation tools to streamline commission processes.

MAJOR DUTIES AND RESPONSIBILITIES

• Calculate, review, and process monthly & quarterly producer commissions, overrides, and bonuses in accordance with commission agreements and company policy.
• Prepare monthly commission accruals, journal entries, and account reconciliations to support the monthly, quarterly, and yearly close processes.
• Develop and maintain commission models and reports to support forecasting, budgeting, and strategic initiatives, including analysis of new or proposed compensation plans.
• Support the integration of commission processes and data for newly acquired agencies.
• Serve as a point of contact for producers, account managers, and carriers on commission inquiries, providing clear and timely resolution.
• Maintain commission schedules, rate tables, and producer splits; ensure compliance with internal controls and audit requirements.
• Identify and implement opportunities to automate and improve commission processes, including the use of AI tools for reconciliation, variance detection, and reporting.

QUALIFICATIONS & SKILLS

• Bachelor’s degree in Finance, Accounting or related field
• 2-5 years’ experience in commissions, finance, accounting, or payroll, preferably within an insurance agency, brokerage, or carrier.
• High level command of Excel (Pivot tables, XLOOKUP, formulas, charts etc.)
• Strong reconciliation and analytical skills with high attention to detail and accuracy.
• Understanding of insurance commission structures (new vs. renewal, direct bill vs. agency bill, splits) strongly preferred.
• Strong written and verbal communication skills;
• Ability to work in a fast-paced environment and manage multiple deadlines, including month-end close.
• Preferred: demonstrated experience using AI tools (e.g., Microsoft Copilot, ChatGPT, Claude) to automate workflows, analyze data, or improve reporting accuracy and efficiency.
• Agency management system experience (e.g., Applied Epic, AMS360) a plus.

Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority