Available Positions

Commission Analyst – Accounting Department

Position Description

The Commission Analyst serves as a member of the Accounting team and is responsible for the review, calculation and import of policy information and commission data.  The Commission Analyst will be an integral part of the commission process and required to prepare monthly reports for management.

Timeliness, accuracy, attention to detail and collaboration with team members and carriers is essential.

Reports To

Chief Financial Officer

Essential Functions

• Audit new and renewal policy input data for accuracy
• Download commission reports from carrier websites
• Import commission data into Agency Management System
• Generate book of business and production reports as needed
• Calculate incentive payments using books of business and production reports
• Application and renewal of insurance licenses for all team members
• Support team members

Competencies

• Desire to work in a team environment
• Proficiency in Microsoft Excel
• A commitment to accuracy

Supervisory Responsibility

None

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Position Type / Expected Hours of Work

Onsite Part-Time Position, 20-25 hour work week

Required Education & Experience

• Successful candidates will have at least three years of strong analytical and critical thinking skills.
• Recent experience reviewing, calculating, and analyzing commission data.
• Advanced Excel skills are required.
• Experience with Agency Management software a plus.
• A bachelor’s degree is preferred but not required.

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