AmeriLife

Distribution Financial Planning & Commissions Analyst

AmeriLife

full-time

Posted on:

Location Type: Remote

Location: Kansas • United States

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About the role

  • Ensure that all commission money payable to AmeriLife Benefit entities for insurance products and other value-added services is collected and distributed to brokers per contractual agreements.
  • Enter commission statement data into established commission database for accurate and timely processing.
  • Perform reconciliation of inbound and outbound commission payments.
  • Research and respond to broker inquiries.
  • Other special financial projects as assigned.
  • Additional duties include data input of distribution models and analyzing revenue results and trends.
  • Maintain and distribute ad-hoc reports and models as needed.
  • Collect, analyze and validate data from various data points.
  • Identify trends in data.
  • Work collaboratively with managers and other teammates to collect data, ensuring reporting is accurate, timely, and of high quality.
  • Integrate data from multiple data sets into relevant systems for report publication.
  • Accounts payable and receivable clerk duties.
  • Data entry within Microsoft Excel.

Requirements

  • College degree in accounting, finance, insurance, actuarial studies, or related field.
  • A proactive and positive attitude, and the ability to work and contribute within a team environment.
  • Strong communication and presentation skills.
  • The ability to think and work independently and deliver finished, professional work products even in circumstances with limited or ambiguous information.
  • Extensive knowledge of Microsoft Office, especially Microsoft Excel (pivot tables, excel formulas etc.) and PowerPoint.
  • Preferred experience in other database management and reporting tools/data extracts, such as working with Salesforce or Alteryx.
  • Preferred to have experience in the Insurance Industry (Carrier or Agency).
  • Ability to understand data integrity and correctness/balancing to totals, a curiosity for business problem solving through analytics, and a basic level of experience in business scenario modeling.
  • Understands data sources, processes, formulas and output.
  • Data reconciliation skills.
  • Strong organizational skills.
  • Attention to detail and the ability to work efficiently under deadline pressure is essential.
  • Able to multitask, prioritize, and manage time efficiently.
  • Able to work in a fast-paced, team environment as well as independently.
  • Strong interpersonal skills; effective oral and written communications both internally and externally.
  • Flexibility and adaptability; energetic and self-driven.
Benefits
  • PTO
  • medical
  • dental
  • vision
  • retirement savings
  • disability insurance
  • life insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data entrydata reconciliationdata analysisdata validationbusiness scenario modelingfinancial analysisreportingcommission processingtrend identificationdata integration
Soft Skills
communication skillspresentation skillsorganizational skillsattention to detailtime managementteam collaborationindependent workproblem solvingflexibilityadaptability