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Commission Processor

4 months ago

Fremont, United States Western & Southern Financial Group Full time

Overview

Responsible for establishing a vendor profile and vendor code in Gerber Life’s financial system (SAP) for both the Agents and their up-line in order to pay accurate and timely commissions.

Responsibilities

Verifies accuracy and completeness of required forms. Follows up with Agent/Agency if forms are incomplete or missing Verifies Tax Identification Number (TIN) is valid with IRS records by creating bulk upload to Finance Dept. Researches incorrect TIN matches. Follow up with Agents to obtain correct information Creates vendor profile and code in SAP based on agent payment level and up-line level Sets up Agent and Agency banking information for direct deposit of commission payments Corrects vendor set up errors. Provides support to Commission Specialists as needed

Qualifications

1-2 years general office experience  Knowledge of basic business processes, workflow and systems Solid judgment, problem solving, decision making and follow through skills Ability and accuracy in analyzing/summarizing detailed information Solid oral/written communication skills Quality and customer service advocate

Work Setting:

This position works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.  Position requires substantial movement of wrist, hands and fingers for continuous computer work.

Educational Requirements:

High School Diploma Associate degree preferred

Computer Skills and Knowledge of Hardware & Software Required:

Solid PC abilities including Microsoft Office applications, . Outlook, Excel and Word