Lead Commissions Analyst
We are looking for a well-organized, self-starting lead commission analyst to join and be a critical part of our client services team. The ideal candidate is detail and service oriented with accounting and math skills. Essential tasks include preparing and processing commissions for payment. If you have strong time management skills, are exceptionally well organized and accurate, detail oriented with great communication skills, and would enjoy working as part of a great team, we would love to hear from you.
- Commissions preparation and processing
- Meet processing deadlines with accuracy
- Commission Discrepancy Resolution
- Field and answer questions relating to commission payments
- Maintain payout grids
- Licensing and Contracting Research
- Liaison between advisors, relationship managers, and other team members.
- Research and understand the commission structure and processes for multiple insurance carriers and products
- Document and communicating carrier commission processes to team members and agents
- Gather and reviewing monthly commission statements for multiple insurance carriers
- Resolve agent commission discrepancies and urgent commission needs
- Bachelor's degree (Preferably: Finance/Business Administration/Mathematics/Accounting)
- 2 to 4 years of Life Insurance or Financial Services Experience
- Excellent interpersonal, written, and oral communication skills
- Must have excellent time-management and organizational skills
- Must be proficient with Microsoft Office including Excel
- Must be able to multi-task, possess quick-thinking abilities and excellent attention to detail
Skills Required
- Bachelor's degree, preferably in Finance, Business Administration, Mathematics, or Accounting
- 2 to 4 years of Life Insurance or Financial Services experience
- Excellent interpersonal, written, and oral communication skills
- Excellent time-management and organizational skills
- Proficiency with Microsoft Office, including Excel
- Ability to multitask, think quickly, and maintain excellent attention to detail
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
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