Commission Processing Associate

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flag_no USA
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Essential Job Functions:
  • Run reporting and create weekly Compensation Schedule contracts out of Siebel and deliver to Sales.
  • Process new and maintain W-9 and ACH payment data in AP systems and Broker Payment Tool.
  • Prepare and verify commissions and obtain approval for Commercial third parties using MS Access and the Broker Payment Tool.
  • Use SQL queries and MS Excel to prepare and verify commission reports, obtain approval and submit payment requests for Mass Market Brokers.
  • Liaison with Sales and Brokers on Compensation Schedule and payment issues.
  • Contribute to process improvement and collaborate with other departments to enhance efficiency and accuracy of business processes.
  • Participate and contribute to integration efforts.
  • Identify, research, and resolve commission inquiries using Siebel, LODESTAR, Broker Payment Tool and Partner Portal.
  • Weekly reporting, other duties, and special assignments as needed.
  • 1st contact for inquiries on service desk issues.
  • Communicate and work with 3rd parties, set up new 3rd party account info.

  • 4 Year College Degree.
  • 3+ years experience in a job that requires strong attention to detail.
  • Proficiency with Microsoft Office applications, including Microsoft Access with demonstrated understanding of relational database concepts.
  • Efficiency using MS Excel (VLookups, Pivot Tables) and Access.
  • Experience effectively and accurately interacting communicating with both internal and external customers in writing, and over the phone.
  • English Proficiency is required.
  • High degree of initiative and strong analytical skills.
  • Experience multitasking to meet short term, dynamic deadlines.
  • Team player with positive attitude.
  • Experience writing SQL queries would be extremely helpful.
  • Experience with legal documents and contracts, familiar with contract terms and conditions.
  • Need to learn new systems and processes quickly with minimal guidance.
  • Independent, quick learner, superior communication skills.