Financial/Data Analyst- Commission department
4.
0 Norwell, MA Norwell, MA Full-time Full-time From $55,000 a year From $55,000 a year 7 days ago 7 days ago 7 days ago BUSINESS UNIT:
GarityAdvantage LOCATION:
Norwell, MA ( minutes from Route 3 exit ) Position Summary The Data/Financial Analyst works in a young energetic Team that is responsible for maintaining/updating databases, analyzing data, calculating commission statements, preparing reports, and providing outstanding customer services assisting our agents with commission questions.
The Data/Financial Analyst will work closely with the Commissions and Finance Teams to make the commission process seamless for our contracted agents.
They will be trained to work with our internal software as well as the portals of various insurance carriers to prepare data for processing.
EXCEL is a vital tool in the analysis of our data and a working knowledge and comfortability with this program is a requirement of the position.
All GarityAdvantage employees are expected to provide top level customer services and provide White Glove Treatment in all agent interactions.
This position includes extensive work with data and spreadsheets, some telephone interaction, email communication, remote training, spreadsheet analysis, problem solving, working within a Team environment, time management skills and the ability to work independently.
This position is best suited for an analytical person who likes working with numbers, who is an independent work and likes working in busy but fun environment.
Salary will be assessed based on candidates experience and skill set.
Essential Duties and Responsibilities Work with insurance carrier's commissions data in performing audits and statement Update and maintain databases Understand various carrier rules and reporting to assist agent through process Manage monthly payment process of carrier commissions and perform audits of data Manage workflow and report results Communicate with agents via telephone, email, and internet Assist with various department projects Work with Agents and carriers to resolve commission questions Adhere to all Compliance, Code of Conduct and Fraud Waste and Abuse polices Support Agents Territory Sales Managers & Sales Support Team Commissions and Finance departments Qualifications Experience and comfortability with databases and EXCEL Good Organization Skills Team player- support and grow Team Self-Motivated Customer - focused attitude and professionalism Accurate record keeping Working knowledge of Excel, Word, Internet and Smart Office Time management and ability to multi-task About Integrity Marketing Group Integrity is one of the nation's leading independent distributors of life, health, and wealth insurance products with an intense focus on data and technology.
We are an omnichannel insurtech company innovating insurance with a singular purpose:
making insurance simpler and more human, so everyone can plan for the good days ahead.
Headquartered in Dallas, Texas, Integrity's 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.
2 million clients annually.
For more information, visit www.
integritymarketing.
com.
GarityAdvantage Agencies, located in Norwell, MA, is a fast-paced growing national field marketing organization specializing in the senior insurance market.
We offer independent insurance brokers a broad portfolio of senior products from top carriers combined with a diverse menu of innovative sales and marketing tools and helpful administrative services designed to support their selling efforts.
Why Work Here Working at Integrity flat-out rocks.
Why? Because we put people first -- and we want you to thrive in a career that you love.
We're proud of our working environment and culture, where we reward your hard work and support your strong values.
Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready.
Are you ready? At Integrity, we start with competitive compensation and just get better from there.
We love celebrating all your hard work with fun and swag -- and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.
At Integrity, we include benefits that make work-life more fun with more peace of mind for you.
These benefits include but are not limited to:
Generous PTO and holiday schedule, with extra time off for community service and your birthday Multiple health insurance plans to choose from 401(k) with immediately vested employer matching Integrity-paid HSA contributions for eligible health plans Employee ownership program after one year, which grants meaningful ownership in Integrity's ongoing success Integrity Marketing Group, LLC is an Equal Opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
In addition, Integrity Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Job Type:
Full-time Pay:
From $55,000.
00 per year Schedule:
8 hour shift Ability to commute/relocate:
Norwell, MA 02061:
Reliably commute or planning to relocate before starting work (Preferred) Education:
Bachelor's (Preferred)
Experience:
Microsoft Excel:
2 years (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Norwell, MA Norwell, MA Full-time Full-time From $55,000 a year From $55,000 a year 7 days ago 7 days ago 7 days ago BUSINESS UNIT:
GarityAdvantage LOCATION:
Norwell, MA ( minutes from Route 3 exit ) Position Summary The Data/Financial Analyst works in a young energetic Team that is responsible for maintaining/updating databases, analyzing data, calculating commission statements, preparing reports, and providing outstanding customer services assisting our agents with commission questions.
The Data/Financial Analyst will work closely with the Commissions and Finance Teams to make the commission process seamless for our contracted agents.
They will be trained to work with our internal software as well as the portals of various insurance carriers to prepare data for processing.
EXCEL is a vital tool in the analysis of our data and a working knowledge and comfortability with this program is a requirement of the position.
All GarityAdvantage employees are expected to provide top level customer services and provide White Glove Treatment in all agent interactions.
This position includes extensive work with data and spreadsheets, some telephone interaction, email communication, remote training, spreadsheet analysis, problem solving, working within a Team environment, time management skills and the ability to work independently.
This position is best suited for an analytical person who likes working with numbers, who is an independent work and likes working in busy but fun environment.
Salary will be assessed based on candidates experience and skill set.
Essential Duties and Responsibilities Work with insurance carrier's commissions data in performing audits and statement Update and maintain databases Understand various carrier rules and reporting to assist agent through process Manage monthly payment process of carrier commissions and perform audits of data Manage workflow and report results Communicate with agents via telephone, email, and internet Assist with various department projects Work with Agents and carriers to resolve commission questions Adhere to all Compliance, Code of Conduct and Fraud Waste and Abuse polices Support Agents Territory Sales Managers & Sales Support Team Commissions and Finance departments Qualifications Experience and comfortability with databases and EXCEL Good Organization Skills Team player- support and grow Team Self-Motivated Customer - focused attitude and professionalism Accurate record keeping Working knowledge of Excel, Word, Internet and Smart Office Time management and ability to multi-task About Integrity Marketing Group Integrity is one of the nation's leading independent distributors of life, health, and wealth insurance products with an intense focus on data and technology.
We are an omnichannel insurtech company innovating insurance with a singular purpose:
making insurance simpler and more human, so everyone can plan for the good days ahead.
Headquartered in Dallas, Texas, Integrity's 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.
2 million clients annually.
For more information, visit www.
integritymarketing.
com.
GarityAdvantage Agencies, located in Norwell, MA, is a fast-paced growing national field marketing organization specializing in the senior insurance market.
We offer independent insurance brokers a broad portfolio of senior products from top carriers combined with a diverse menu of innovative sales and marketing tools and helpful administrative services designed to support their selling efforts.
Why Work Here Working at Integrity flat-out rocks.
Why? Because we put people first -- and we want you to thrive in a career that you love.
We're proud of our working environment and culture, where we reward your hard work and support your strong values.
Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready.
Are you ready? At Integrity, we start with competitive compensation and just get better from there.
We love celebrating all your hard work with fun and swag -- and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.
At Integrity, we include benefits that make work-life more fun with more peace of mind for you.
These benefits include but are not limited to:
Generous PTO and holiday schedule, with extra time off for community service and your birthday Multiple health insurance plans to choose from 401(k) with immediately vested employer matching Integrity-paid HSA contributions for eligible health plans Employee ownership program after one year, which grants meaningful ownership in Integrity's ongoing success Integrity Marketing Group, LLC is an Equal Opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
In addition, Integrity Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Job Type:
Full-time Pay:
From $55,000.
00 per year Schedule:
8 hour shift Ability to commute/relocate:
Norwell, MA 02061:
Reliably commute or planning to relocate before starting work (Preferred) Education:
Bachelor's (Preferred)
Experience:
Microsoft Excel:
2 years (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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