[ref. p20756901] Financial Analysis Analyst

Answers agent’s questions via the telephone, emails, faxes, etc.

• Answer incoming phone calls from agents regarding compensation or debit balances
• Respond to agent inquiries via email or phone
• Audit compensation payments (commissions, overrides) including performing SOX audits
• Research and resolve compensation issues
• Prepare necessary journal entries to resolve discrepancies
• Read and interpret commission schedules
• Read and interpret commission statements
• Guide agents through agent web portal
• Run MS Access or SQL queries
• Work well independently and under pressure and meet deadlines
• Ensure accurate payment of commissions according to department standards
• Create manual commission adjustments, payments, direct deposits, etc.
• Create General Ledger vouchers, stop payments of checks and reissues of checks
• Initiate debit balance collection process and establishment of Promissory Notes
• Develop detailed knowledge of commission schedules and products
• Submit commission schedules to Information Technology to implement new or revised commission schedules to support our sales partners and programs
• Performs other duties as assigned
• Interact with other departments regarding the payment of agent commissions
• Provide data reports to management as requested
• Assist with special projects as directed

• Proficient in use of PC based systems used: Microsoft Office, Excel
• Excellent verbal and written communication skills
• Effective problem solver
• Excellent customer service skills
• Attention to detail and analytical thinking