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Commissions Reconciliation Analyst

AVANT ASSURANCE INC

Commissions Reconciliation Analyst

Doral, FL
Full Time
Paid
  • Responsibilities

    Job Description

    Job Description

    Avant Assurance Inc is the 360-degree insurance marketing organization that connects insurance agents with today’s multicultural consumers and communities across the United States. We’re not about unnecessary extras and confusing terminology. As a diversified, multi-cultural and multi-national organization, you’ll have access to competitive benefits including a fresh perspective on workplace flexibility.

    As a Florida-based organization, we’re looking for smart, talented people like you to join our team. We value collaboration, innovation, passion, and calculated risk-taking. We’re looking for people who lead by example, and that example is one of flexibility, reliability, and positivity. If this sounds like you, then we want you on our team.

    At Avant Assurance we believe in CHANGE , in an industry that is not known for these merits.

    C ommitment - to the growth of our agencies and our communities

    H onesty - is always the best policy

    A bc - Always be Consistent

    N ow - is the perfect time

    G rateful – every step forward is a milestone

    E xcellence – is what we strive for

    What You’ll Do:

    • Managing and processing commission statements including the extracting and/or uploading between platforms for direct and independent brokers
    • Tracking commission payments and commission data maintenance using both excel-based reports and other commission data platforms
    • Calculate and forecast expected commissions for monthly reporting
    • Identify and research missing/incorrect payments and other discrepancies
    • Creating month-end reports, reconciliations, and report balancing
    • Serves as subject matter expert for the particular carrier data
    • Communicating and developing relationships with carriers
    • Review CRM database for out of date sales opportunities, missing partial information or client updates
    • Analyze and assess accuracy of sales reports
    • Evaluate and classify sales data
    • Collaborate with sales team on managing and resolving commission-related discrepancies
    • Resolve and co-relate actual commission and internal data
    • Summarize and submit commission data for supervision
    • Communicate with internal and/or external contacts to research and confirm status of existing insurance policies
    • Support finance leadership on related analysis, projects, task, etc.

    Required Knowledge, Skills & Abilities:

    • Advanced Excel Required
    • Strong problem solving and analytical skills
    • Perform analysis on and manipulate large datasets
    • Ability to identify and research payments, errors, incorrect sales information, etc.
    • Strong work ethic and passion to continuously improve processes
    • Attention to detail and organized

    Company Description

    Step into the future of insurance with Avant Assurance Inc - a pioneering insurance marketing organization bridging the gap between agents and multicultural communities throughout the US. We demystify the insurance sector with clarity, removing jargon and complexity. As a global, multicultural entity, we promise:

    - A fresh perspective on workplace flexibility.
    - Benefits that stand out in the industry.
    - A commitment to change, in a landscape often resistant to it.

    We’re looking for people who lead by example, and that example is one of flexibility, reliability, and positivity. If this sounds like you, then we want you on our team.

    Our core values? CHANGE:

    - Commitment: Growing our agencies and enriching our communities.
    - Honesty: We believe transparency is key.
    - ABC: Reliability is our mantra. Always Be Consistent.
    - Now: There's no better moment than the present.
    - Gratitude: Celebrating every achievement, big or small.
    - Excellence: Continuously raising the bar.

    Company Description

    Step into the future of insurance with Avant Assurance Inc - a pioneering insurance marketing organization bridging the gap between agents and multicultural communities throughout the US. We demystify the insurance sector with clarity, removing jargon and complexity. As a global, multicultural entity, we promise:\r\n\r\n- A fresh perspective on workplace flexibility.\r\n- Benefits that stand out in the industry.\r\n- A commitment to change, in a landscape often resistant to it.\r\n\r\nWe’re looking for people who lead by example, and that example is one of flexibility, reliability, and positivity. If this sounds like you, then we want you on our team.\r\n\r\nOur core values? CHANGE:\r\n\r\n- Commitment: Growing our agencies and enriching our communities.\r\n- Honesty: We believe transparency is key.\r\n- ABC: Reliability is our mantra. Always Be Consistent.\r\n- Now: There's no better moment than the present.\r\n- Gratitude: Celebrating every achievement, big or small.\r\n- Excellence: Continuously raising the bar.