Distribution Financial Planning & Commissions Analyst

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

AmeriLife Benefits, a national leader in voluntary, executive & Medicare benefits, is seeking a Distribution Financial Planning & Commissions Analyst. Are you looking to join a nimble, industry-leading organization with a reputation for high-quality consulting and benefit services, along with strong earnings potential and a team-oriented structure to help you succeed? We could be your career solution.

Job Description

The Distribution Financial Planning & Commissions Analyst is responsible for ensuring that all commission money payable to AmeriLife Benefit entities for insurance products and other value-added services is collected and distributed to brokers per contractual agreements.  The individual enters commission statement data into established commission database for accurate and timely processing, performs reconciliation of inbound and outbound commission payments, researches and responds to broker inquiries, and other special financial projects as assigned.  Additional duties include data input of distribution models and analyzing revenue results and trends.  Accounting proficiency and Microsoft Excel is a must, as well as experience with reconciliations and other accounting related tasks.  Strong attention to detail, great organizational skills, and technical ability to work with software systems and general ledger programs also required.  

• Maintain and distribute ad-hoc reports and models as needed.
• Collect, analyze and validate data from various data points.
• Identify trends in data.
• Works collaboratively with managers and other teammates to collect data, ensuring reporting is accurate, timely, and of high quality.
• Integrates data from multiple data sets into relevant systems for report publication.  Accounts payable and receivable clerk duties.
• Data entry within Microsoft Excel

QUALIFICATIONS:

• College degree in accounting, finance, insurance, actuarial studies, or related field.
• A proactive and positive attitude, and the ability to work and contribute within a team environment.
• Strong communication and presentation skills.
• The ability to think and work independently and deliver finished, professional work products even in circumstances with limited or ambiguous information.
• Extensive knowledge of Microsoft Office, especially Microsoft Excel (pivot tables, excel formulas etc.) and PowerPoint. Preferred experience in other database management and reporting tools/data extracts, such as working with Salesforce or Alteryx.
• Preferred to have experience in the Insurance Industry (Carrier or Agency).
• Ability to understand data integrity and correctness/balancing to totals, a curiosity for business problem solving through analytics, and a basic level of experience in business scenario modeling.  
• Understands data sources, processes, formulas and output.
• Data reconciliation skills.
• Strong organizational skills.
• Attention to detail and the ability to work efficiently under deadline pressure is essential.
• Able to multitask, prioritize, and manage time efficiently.
• Able to work in a fast-paced, team environment as well as independently.
• Strong interpersonal skills; effective oral and written communications both internally and externally.
• Flexibility and adaptability; energetic and self-driven.

 

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