Insurance Commission Associate

Job Summary :

Under general supervision, provides support and assistance to Commission Specialist to facilitate reconciliation of commissions due.

Associate will prepare reports for review, verify commissions paid on each case, and follow up with insurance carriers as necessary to complete the report.

Associate with work in close collaboration with Specialist and other members of the team. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.

Essential Duties and Responsibilities :

• Pull reports and verify commissions paid on each case
• Confirm agent appointment levels
• Obtain and maintain commission schedules
• Assist Commission Department Manager in setting up and revising special arrangements
• Data entry of cases into agency management system for permanent file
• Follow up on debit balances and review with Commission Department Manager
• Update license records as needed
• Prepare and send out commission payments to agents
• Prepare commission reports for direct relationships
• Respond to client requests for information regarding commissions paid
• Work with internal clients to resolve problems or answer questions
• Provide data integrity reports to the new business department
• Support Commission Specialist and Department Manager with daily tasks
• Performs other duties and responsibilities as assigned

Qualifications

Knowledge, Skills, and Abilities :

Knowledge of :

• Principles, practices, and procedures of general office concepts.
• Process flows within assigned functional area.
• Regulations for specific assigned functional area.

Skill in :

• Microsoft Office, especially Excel
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to :

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
• Efficiently gather all relevant information to analyze, research, and resolve business issues. Analyze data to identify discrepancies.
• Problem-solve.

Educational / Previous Experience Recommendations :

High School Diploma or equivalent and a minimum of three (3) years’ experience in financial services, including accounting, commissions or customer service.

Any equivalent combination of experience, education, and training approved by Human Resources.

Licenses / Certifications :

• None required.
• Life, Health and Variable Annuities License Preferred

Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to :

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firmAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Operations