Commissions Services Specialist II

Job Summary

The Agency Services Commissions Specialist II is accountable for ensuring the accurate and timely processing of all aspects of commissions for our distribution partners.

Duties and Responsibilities

• Develop and maintain a general understanding and working knowledge of Commissions procedures and regulations. This will include state regulations and accounting principles.
• Review daily and monthly reports and takes immediate action to resolve any conflicts with agent data.
• Interact with internal and external customers appropriately on an as-needed basis.
• Participate in cross-training within the department.
• Accept and own assigned project tasks; understands impact within the team or organization.
• Contribute to special projects as assigned.
• Contribute to deliverables by executing work and providing team members with appropriate status updates.
• Provide feedback to managers regarding repeated errors and issues that could be related to system functionality or training.
• Demonstrate risk awareness and the courage to speak up to facilitate immediate adjustments
• Comprehension of accounting principles to assist in the research of errors and out of balance transactions.
• Ensure individual quality and productivity standards are met.

Experience and Education Requirements

• AA or BA degree preferred. Relevant experience considered in lieu of degree.
• Minimum of 2 years office experience, in the insurance, or other regulated financial services industry; familiarity in dealing with state regulations, comissions, and other applicable requirements.

Knowledge, Skills & Abilities

• Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook); mainframe processing, and the ability to utilize dual monitors.
• Strong customer service skills
• Demonstrates ability to build new skills and adapt to new ways of thinking.
• Demonstrates the ability to multi-task in a fast-paced environment.
• Develops and maintains purposeful, collaborative, and productive, team-driven relationships.
• Ability to derive intuitive conclusions by analyzing patterns and datasets.
• Demonstrates ability to self-organize, set priorities, and manage workload.
• Demonstrates basic understanding of how current job fits into the organizational vision.
• Possess empowerment and courage to actively participate in meetings to ensure all perspectives are considered.
• Monitors, measures, and assesses processes to determine areas of improvement; identifies and eliminates operational waste.

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel may be required (less than 10%)

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