Ability to work effectively with both finance staff and agents
Ability to multitask, work in a fast-paced environment and meet deadlines
Insurance industry experience or related agency experience
Proficient in the use of computer and programs
Maintain confidentiality and protect PII
Excellent organizational and time management skills
Interact professionally with brokers, carriers and other employees
Excellent verbal and written communication skills
Job Qualifications:
Bachelor's Degree or equivalent related experience
Advanced Excel knowledge
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The physical demands required while performing the duties of this job include:
Required to use hands, fingers, arms, standing 7-8 hours throughout the day
Required to sit for approximately 6-8 hours per day
Occasionally may be required to bend, lift up to 20 lbs
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
Americans with Disabilities Act (ADA) Statement
Pay Transparency Statement
Background Screening Statement
Benefits
Health insuranceDental insuranceVision insurancePaid time offEquity / stock optionsPerformance bonus
Additional Information
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
The Commissions Analyst will calculate and process agent commissions for a variety of carriers.
Job Description
Essential Job Duties/Functions:
Calculate and forecast agent commission expense for monthly close process
Review data entries, calculations and outputs with a high degree of detail in order to identify discrepancies and perform corrections and revisions
Research and resolve agent commission related inquiries
Confirm all agent levels, carrier levels, and agency levels are correct in the system
Work as POC for APL
Build and maintain Excel reports using commission data as requested by sales and finance management
Monitor and maintain individual agent balance reporting, ensuring obligations are appropriately cross collateralized across carriers
Download and maintain third party files to populate commission file, reformatting when required
Perform other duties as assigned
Assist with audits as needed