What are the responsibilities and job description for the Junior Commission Analyst position at TAG?
About The Assurance Group
Founded in 1988 is one of the top insurance marketing organizations in the nation. Our vision to build a dynamic national brand recognized for providing high-value insurance and financial products and services to our agents and their clients. To continually exceed every expectation by engaging the talent and passion of people who believe there is always a better way. To offer long-term, financially rewarding opportunities to our agents, field managers and employees. The Assurance Group is a proud member of the Integrity Family of Companies.
Job Summary
The Commission Analyst is primarily responsible for analyzing commission data, ensuring accurate commission payments, and maintaining accurate financial records that support our sales operations. This position requires excellent communication and analytical skills, as well as extensive knowledge of the financial industry, verifying the accuracy of account information, and validating commission reports.
Primary Responsibilities:
· Liaise with Retention Manager with regards to Carrier reports and inquiries
· Download Carrier Reports, Ready to Sell Reports and Commission Statements from Carrier websites and Emails
· Prepare Reports and Commission Statements and upload to dedicated Databases
· Prepare, Pre-Check and Process Commission Statements
· Identify and collate Carrier/Upline related transaction errors and send back for research/correction
· Send pay audit requests
· Other related responsibilities assigned by the Commission Director
Primary Skills & Requirements:
· Associate or bachelor’s degree in finance or accounting
· Knowledge of Excel, especially in formulas and pivotal tables
· Background in MS Access
· Ability to multitask and handle repetitive tasks
· Organized and detailed
· Proven ability to maintain confidentiality
Benefits Available
· Medical/Dental/Vision Insurance
· 401(k) Retirement Plan
· Paid Holidays
· PTO
· Community Service PTO
· FSA/HSA
· Life Insurance
· Short-Term and Long-Term Disability
Salary : $18 - $19