What are the responsibilities and job description for the Commissions Clerk position at Security National Life Insurance Company?
Description
What You'll Do
This position will primarily be responsible for ensuring accurate payment of commissions through a well-established daily auditing process and providing superior customer service to our sales force via email, phone or in person regarding commission related topics. Perform activities in the commissions department. Compile and record agent commission data. Compute commission, post commissions, deductions, and process changes. Answer commission questions via phone and email.
Essential Functions:
- Answer phone calls for the commission department
- Monitor and respond to commission emails
- Send emails for the commission department
- Process and issue commissions
- Process transfer requests, commission changes, terminations, and update agent information
- Review commission calculations and other information to ensure accuracy and reconcile commission discrepancies
- Conduct audits of agent records
- Maintain records management system (electronic)
- Mail out checks related to the processing of commissions as appropriate
Additional Responsibilities:
- Prepare reports for management
- Recommend improvements to work methods or procedures
- Use government regulations, forms, and policies
- Use knowledge of agent classification system
- Assist in other areas of the commission department as needed
Programs Used:
- Microsoft Office
- Excel
- Word
- Teams
- Exchange
- SNL Admin
- Viper/Lion
- Internet browsing software (Google)
- Zoom
- AdobeSign
Requirements
- Basic computer operation skills
- Ability to type 35 wpm
- Working knowledge of Microsoft Office (Outlook, Excel, Word, Teams)
- Ability to pay close attention to detail
- Mathematics (adding, subtracting, multiplying, dividing, fractions, percentages)
- Basic Accounting skills
- Ability to quickly learn new processes and procedures
- Ability to work independently and with a team when needed
- Ability to work Monday through Friday, 7:00 am to 4:00 pm
- Prolonged periods sitting at a desk and working on a computer
- Must be able to lift to 10 pounds at times, and engage in repetitive movements
Education and Experience
- High school diploma or equivalent
- Work experience of 1-2 years preferred
- Bilingual in English and Spanish preferred
- Education or experience in accounting basics preferred