Sr Field Compensation Representative

4 weeks ago

Lincoln, United States Ameritas Full time

This is a hybrid role working partially in-office and partially from home. 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. 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 Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We’re committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities. A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others. Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities. 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.

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