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 ensure compliance for agent/agency commissions and reporting for a variety of carriers. As a key team member, the Commissions Analyst is responsible for reviewing data entries and calculations to successfully identify and rectify discrepancies. This Analyst will maintain strong relationships with agents/carriers/agencies while addressing commission inquiries.
Job Description
Key Responsibilities:
- Calculate and forecast agent/agency commission expenses for monthly close process.
- Coordinate with AmeriLife to accurately process commissions to appropriate entities.
- Review data entries, calculations and outputs with a high degree of detail to identify discrepancies and perform corrections and revisions.
- Research and resolve agent commission related inquiries. Audit to ensure accuracy and compliance standards are being met.
- Verify all agent levels, carrier levels, and agency levels are correct in the system.
- Build and maintain Excel reports using commission data as requested by the sales and finance teams.
- Manage and monitor individual agent balance reports, ensuring obligations are appropriately cross-collateralized across carriers.
- Download and maintain third party files to populate commission file, reformatting when required.
- Maintain accurate debit balance sheet.
- Coordinate with internal client care and sales teams as needed.
- Fulfill other assigned duties as required.
Requirements and Skills:
- Bachelor’s degree or equivalent related experience
- Excellent analytical and problem-solving skills
- Excellent attention to detail
- 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, specifically Microsoft Excel.
- 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
Top Skills
What We Do
Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers.
For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.
