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Commissions Analyst
Fidelis
Gilbert AZ
About Fidelis
Fidelis Consultants an Integrity partner is a leading insurance brokerage based out of Gilbert Arizona that specializes in Medicare individual health and ancillary products. Founded in 2013 Fidelis Consultants has quickly expanded throughout the Southwest and beyond due in large part to their exceptional agent and client model. To the clients they serve Fidelis Consultants embodies all the qualities of their name faithful loyal true in their commitment to deliver superior service customer support professional advice care and compassion. They recognize and embrace the important role of a trusted advisor in the lives of the 70000 individuals they serve. For more information visit .
Job Summary
As a Commissions Specialist you will support the Director of Commissions in managing agent and agency onboarding inquiries and commissions. This includes communicating with and answering questions from agents agency principals and carriers. You will be working closely with the contracting department to ensure contracts and commissions are set up correctly for the agents.
This position requires a highly organized and analytical individual with a background in data entry accounting or finance. We are looking for a highly responsible and teachable candidate who can learn quickly and work independently.
Primary Responsibilities:
Work with carriers and agencies to track and audit commissions received
Format and enter commission data into required database systems
Proactively reach out to agents to update payment and payroll information
Answer incoming phone calls and emails from agents and other employees and respond in a professional manner
Keep shared email inbox up-to-date and organized
Learn additional finance department processes and prepare for expanded department roles and growth
Assist with auditing and CRM management
Spearhead accounts payable and receivable
Collaborate with other team members to support clear and up-to-date reports
Execute payroll responsibilities as needed
Primary Skills & Requirements:
Strong attention to detail
Proven work experience in Accounting or Finance
Hands-on experience with accounting software
Familiarity with advanced formulas in MS Excel
Excellent analytical skills along with the ability to create and present detailed reports
Ability to accurately process and audit numerical data
Problem-solving attitude teachable proactive detail-oriented and organized
Confidentiality
BS in Accounting or Finance or equivalent certification
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 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 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 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
IC
Full-Time