Sr Rep, Agency Field Services jobs in United States
cer-icon
Apply on Employer Site
company-logo

Ameritas · 1 day ago

Sr Rep, Agency Field Services

Ameritas is an insurance, financial services and employee benefits provider dedicated to fulfilling life. The Senior Field Compensation Representative is responsible for providing quality customer service to field offices and partners on complex inquiries, ensuring compliance with regulatory guidelines and accurate record-keeping.

Financial ServicesInsurance
badNo H1Bnote

Responsibilities

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
Maintain and balance suspense accounts as needed
Verify and approve commissions for new business and renewal runs
Create debt report from compensation system
Hold compensation from commission runs by doing a debt compare for each cycle
Understand the different contracts and how the agents are paid
Analyze, process, and service the producer/representative onboarding and lifecycle including but not limited to transactions throughout the course of the contract
Provide authorization for agent of record changes by deciding if the request is in compliance with policies or procedures while implementing complex process changes
Ensure compliance with all regulatory rules
Train and mentor other associates within business area
May participate as a subject matter expert for projects
Other duties as assigned
Perform calculations and percentages for commission adjustment and advances
Audit policies as required for accuracy and assure compensation paid correctly at all levels and compensation type

Qualification

AccountingCustomer ServiceMicrosoft ExcelCompensation ExperienceAnalytical ThinkingAttention to Detail

Required

H.S. Diploma or GED required
2-4 years related experience required, including Accounting and/or Customer Service experience

Preferred

Previous Compensation experience is a plus
Microsoft Excel experience is preferred. (complexed calculations and percentages)
Analytical thinking and keen eye for detail is a plus

Benefits

401(k) Retirement Plan with company match and quarterly contribution.
Tuition Reimbursement and Assistance.
Incentive Program Bonuses.
Competitive Pay.
Flexible Hybrid work.
Thrive Days - Personal time off.
Paid time off (PTO).
Health Benefits: Medical, Dental, Vision.
Health Savings Account (HSA) with employer contribution.
Well-being programs with financial rewards.
Employee assistance program (EAP).
Professional development programs.
Leadership development programs.
Employee resource groups.
StrengthsFinder Program.
Matching donations program.
Paid volunteer time– 8 hours per month.
Generous paid maternity leave and paternity leave.
Fertility, surrogacy, and adoption assistance.
Backup child, elder and pet care support.

Company

Ameritas

company-logo
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.

Funding

Current Stage
Late Stage
Total Funding
unknown
2007-04-01Private Equity

Leadership Team

leader-logo
Robert Jurgensmeier
Chief Executive Officer, Ameritas Mutual Holding Company
linkedin
leader-logo
Jennifer Wooster
SVP, Chief actuary and underwriting
Company data provided by crunchbase