Senior Field Compensation Representative

2 months ago

Lincoln Nebraska, United States Ameritas Full time

Position Description:  

The Sr Field Compensation Representative is responsible for providing quality customer service to our Broker Dealer (AIC) producers, representatives, and other partners on complex customer service inquiries/requests. This position is accountable to ensure internal and external records are completed accurately and timely within regulatory guidelines.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

Position Location

  • This is a hybrid role working partially in-office and partially from home. 

 

What you do:

  • Collaborate with customers on complex situations through written and verbal correspondence to discuss various contract provisions.
  • Perform accounting functions as required for the business area.
  • Verify and approve commissions for new business and renewal runs.
  • Provide exceptional customer service to AIC Registered Representatives and internal partners; respond within AIC 24hr minimum service standard.
  • Identify and appropriately code commission statements from securities vendors for input into commission system.
  • Enter commission payment information into commission system via batch processing for bimonthly commission runs.
  • Process electronic commission and advisory fee files received from the DTCC, National Financial, Ameritas Investment Partners, ALIC, and third-party vendors daily/quarterly as received.
  • Prepare daily deposit of checks, including cash receipt entry in commission system and deposit accounting.
  • Daily bank account settlement tracking and verification.
  • Daily accounting of all securities transactions entered.
  • Cross-train to cover other department functions/support the Processing Team.
  • Timely maintenance of department filing systems for the reference of all Commissions Team members, including Imaging, Vendor Reference Documents, and other modes of rep research documentation.
  • Create/maintain up-to-date procedures for daily processes.
  • Maintain flexibility to best meet the priorities of the department.
  • Train and mentor other associates within business area.
  • May participate as a subject matter expert for projects.
  • Other duties as assigned.

What you bring: 

  • H.S. Diploma or GED required.
  • 2-4 years related experience required.
  • Previous Payroll, Compensation, Accounting, Finance, and/or Banking experience is a plus
  • Microsoft Excel experience is preferred.
  • Excellent verbal and written communication skills
  • Analytical thinking and keen eye for detail.
  • Ability to manage and meet required deadlines and SLAs.

What we offer: 

A meaningful mission. Great benefits. A vibrant culture 

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

 

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t: 

 

Ameritas Benefits

For your money: 

  • 401(k) Retirement Plan with company match and quarterly contribution
  • Tuition Reimbursement and Assistance 
  • Incentive Program Bonuses 
  • Competitive Pay 

For your time: 

  • Flexible Hybrid work
  • Thrive Days - Personal time off
  • Paid time off (PTO)

 

For your health and well-being: 

  • Health Benefits: Medical, Dental, Vision 
  • Health Savings Account (HSA) with employer contribution
  • Well-being programs with financial rewards
  • Employee assistance program (EAP)

 

For your professional growth: 

  • Professional development programs
  • Leadership development programs
  • Employee resource groups
  • StrengthsFinder Program

 

      For your community:

  • Matching donations program
  • Paid volunteer time– 8 hours per month

 

For your family: 

  • Generous paid maternity leave and paternity leave
  • Fertility, surrogacy and adoption assistance
  • Backup child, elder and pet care support
 

 

 

An Equal Opportunity Employer

 

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. 

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for all job postings is one way Ameritas shows our commitment to equitable compensation practices.

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