Amerilife · Clearwater, FLPrepare for this interview
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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 Saves and prepares carrier commission statements for upload using File Explorer, Microsoft Excel, Microsoft Word, and Adobe Acrobat. Ensures accuracy of commission files using problem-solving skills and predetermined data validation methods. Respond to inquiries from co-workers as well as other departments and external affiliates. Job Description Essential Tasks: [The following reflects tasks for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.] Retrieve commission statements from various carriers using various predetermined methods Prepare weekly and monthly commission files Review data entries, calculations, and outputs with a high degree of detail to identify discrepancies and perform corrections and revisions in a timely manner Summarize and submit commission calculations for review Respond to commission questions from other departments in a timely and effective manner Track, research and resolve calculation-related inquiries and exceptions including disputes Actively participate and contribute to the continual improvement of best practices and processes to enhance efficiencies and reduce the risk of error Support annual audit deliverables related to compensation payouts Execute ad-hoc analytic requests Education and Experience A High School diploma is preferred. Required Knowledge, Skills, and Abilities Exceptional written and oral communication skills Advanced proficiency in Microsoft Excel, Outlook, and data management Keen attention to detail Team-first attitude Proven track record of taking initiative High degree of discretion; ability to maintain confidentiality Ability to problem solve and find creative solutions Understanding of business needs and the willingness and ability to be available after hours as needed during busy commission cycles and to meet tight payroll deadlines Flexible and open to new ideas and changes to comp plans, and having the insights to recognize challenges and/or opportunities to address them ahead of time Willingness to accept new challenges, being curious about how things work, and finding solutions to potential issues Ability to adapt to a fast-paced and quickly changing environment, multi-task, and manage competing priorities with multiple deadlines, and a willingness to roll-up sleeves to get the job done Must demonstrate high energy, initiative, and creativity Ability to navigate a large network and follow file paths to save data in the designated location Knowledge of the insurance industry and basic commission calculations What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com . Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pa
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