Description
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.
Education/Experience:
- 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.