Commissions Analyst
Commissions Analyst
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Job Description
About Plan Advisors
Plan Advisors headquartered in Doral Florida is a team of agile Medicare experts with years of experience both as independent brokers and as leaders within national carrier organizations. They have been serving Americans for years and have earned nationwide recognition for their excellent service and broker support.
Job Summary
Were seeking a meticulous and dedicated Commission Analyst to join our team. In this role youll be the backbone of our sales commission process pulling together commission and client reports organizing data and ensuring weekly commission imports are accurate and timely. Youll use your sharp analytical skills to identify discrepancies in sales reporting and drive improvements in our processes.
Primary Responsibilities:
Sales Commissions: Youll be responsible for calculating and administering sales commissions ensuring that all compensation aligns with our established incentive plans and organizational guidelines.
Data Management: Youll organize data from multiple sources checking for congruency and errors. Youll also manage imports into our internal commission system.
Record Keeping: Youll create and maintain detailed records of all transactions past and present.
Commission Plans: Youll develop an indepth understanding of all commission plans across your assigned Business Units.
Report Analysis: Youll gather commission and sales reports from various insurance carriers analyze and audit production reports to ensure accuracy and eligibility for commission calculations.
Process Improvement: Youll identify and communicate opportunities for process improvement within the department.
Reporting/Data Structure: Youll work on fixing current reporting/data structures and identify ways to continually refine and improve commission accuracy and increase efficiency.
Compliance: Youll ensure that commission cycles follow published schedules commission schedules company policies and procedures.
Audits and Payments: Youll work with insurance carriers commissions data in performing audits and statements manage the monthly payment process of carrier commissions and perform audits of data.
Carrier Rules: Youll understand various carrier rules and reporting to assist agents through the process.
Project Assistance: Youll assist with various department projects.
Primary Skills & Requirements:
Educational Background: A degree in Business Administration or Accounting is advantageous but we also value equivalent practical experience.
Industry Experience: Prior experience in the insurance industry particularly in areas such as commissions accounting or sales can be beneficial. However this is not a strict requirement and we welcome candidates from diverse backgrounds
Technical Proficiency: Mastery of Microsoft Excel is essential for this role.
Attention to Detail: The ability to maintain a high level of precision in your work is crucial.
Analytical Abilities: Were looking for individuals with robust analytical skills excellent business judgment and the capacity to effectively communicate with management.
Teamwork: A collaborative working style is key. You should be comfortable working with both external and internal teams.
Process Improvement: If you can spot a process that needs improvement and know how to make it better youre the kind of person were looking for.
Innovative Thinking: The ability to think outside the box and bring fresh ideas to the table is highly valued.
Prioritization Skills: The ability to prioritize duties and requests effectively will be a significant part of this role.
About Integrity
Integrity is one of the nations 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 familylike 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 youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit Integrity.
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.
Required Experience:
IC
Employment Type
Full-Time
