AmeriLife
1001 - 5000 employees
Founded 1973
💸 Finance
💰 Secondary Market on 2022-06
Finance • Insurance
AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
Commissions Analyst
🔥 0 minutes ago
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AmeriLife
1001 - 5000 employees
Founded 1973
💸 Finance
💰 Secondary Market on 2022-06
Finance • Insurance
AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
📋 Description
• Calculate and forecast agent commission expense for monthly close process • Review data entries, calculations and outputs with a high degree of detail in order to identify discrepancies and perform corrections and revisions • Research and resolve agent commission related inquiries • Confirm all agent levels, carrier levels, and agency levels are correct in the system • Work as POC for APL • Build and maintain Excel reports using commission data as requested by sales and finance management • Monitor and maintain individual agent balance reporting, ensuring obligations are appropriately cross collateralized across carriers • Download and maintain third party files to populate commission file, reformatting when required • Perform other duties as assigned • Assist with audits as needed
🎯 Requirements
• Bachelor’s Degree or equivalent related experience • Advanced Excel knowledge
🏖️ Benefits
• PTO • medical • dental • vision • retirement savings • disability insurance • life insurance
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