Commission Forecasting Analyst Jobs (NOW HIRING)

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Job Description

Essential Job Duties/Functions:

• Calculate and forecast agent commission expense for monthly close process
• Review data entries, calculations and outputs with a high degree of detail in order to identify discrepancies and perform corrections and revisions
• Research and resolve agent commission related inquiries
• Confirm all agent levels, carrier levels, and agency levels are correct in the system
• Work as POC for APL
• Build and maintain Excel reports using commission data as requested by sales and finance management
• Monitor and maintain individual agent balance reporting, ensuring obligations are appropriately cross collateralized across carriers
• Download and maintain third party files to populate commission file, reformatting when required
• Perform other duties as assigned
• Assist with audits as needed

Skills:

• Excellent analytical and problem-solving skills
• Excellent attention to detail
• Ability to work effectively with both finance staff and agents
• Ability to multitask, work in a fast-paced environment and meet deadlines
• Insurance industry experience or related agency experience
• Proficient in the use of computer and programs
• Maintain confidentiality and protect PII
• Excellent organizational and time management skills
• Interact professionally with brokers, carriers and other employees
• Excellent verbal and written communication skills

Job Qualifications:

• Bachelor's Degree or equivalent related experience
• Advanced Excel knowledge

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. The physical demands required while performing the duties of this job include:

• Required to use hands, fingers, arms, standing 7-8 hours throughout the day
• Required to sit for approximately 6-8 hours per day
• Occasionally may be required to bend, lift up to 20 lbs

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.