Job Title: Commissions Analyst
Location: Suwanee, GA
Reports to: Commissions Manager
About Premier Financial Alliance: Premier Financial Alliance (PFA ) is
a leader in the financial services industry, focusing on protecting the
dreams of Middle America with our innovative life insurance products.
We are committed to disrupting the status quo in the financial services
industry with our proprietary life insurance product that offers living
benefits.
Role Overview: As an entry-level Commissions Analyst, you will play
a crucial role in supporting our missions of getting uninsured Americans
covered efficiently. You will help manage and be accountable for a
portfolio of policies, reviewing all information associated with client
applications and managing commission statements from various
arriers for weekly agent payouts.
Essential Duties & Responsibilities:
>Develop knowledge of the automated commissions process and associated rules, to ensure outcomes are consistent with commission guidelines and philosophy.
>Regularly generate reports to keep Commissions Manager apprised of new business activity and progress.
>Gain an understanding of how Agent Hierarchies and Annuity Grids to work to better assist field agents
>Upload PFA statements for field Agents into the PFA Website
>Process the NLG New York Life Weekly Commission Statement
>Process the weekly agent PFA Statements
Required Qualifications:
- Strong interpersonal Skills
- Excellent oral and written communication skills
- Ability to work with minimal direct supervision (after training
- period)
- Be a self-starter and work well with others in a team environment
- Ability to multitask in a fast paced environment
- Strong organizational skills with attention to detail
- Work well with numbers
- Ability to understand and follow both written and verbal instructions
- Ability to maintain a high degree of concentration
- Excellent computer skills and speed to execute.
- Advanced knowledge of Google Suite and Excel required.
- Quick learner of additional in-house platforms required
Benefits and Perks:
- HRA allowance covering a minimum of $1,000 per month towards health insurance premiums and health expenses. Final HRA Allowance is based on employee age and if family is covered
- 401(k) plan after one year of service for eligible employees, with 3% Safe Harbor contribution from PFA, based on your annual income
- 14 days paid PTO, plus holidays
- Coffee, snacks, and drinks provided in the office
- Company socials and fitness challenges.
- Commitment to Work-Life Balance: PFA values the health and well-being of its employees. We offer a flexible hybrid work schedule, allowing you to balance in-office collaborations with the convenience of remote work after a minimum training period.
Diversity and Inclusion: At PFA, we are committed to creating
a diverse and inclusive workplace. We welcome applicants from
all backgrounds to join our mission in serving Middle America's
financial needs.