Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit IntegrityMarketing.com.
Job Description
The Data/Financial Analyst is responsible for maintaining/updating databases, analyzing data, calculating commission statements, preparing reports, and providing outstanding customer services and support assisting our agents with commission questions.
The Data/Financial Analyst will work closely with the Commissions and Finance Team 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 worker and likes working in a busy but fun environment.
Essential Duties and Responsibilities
- Work with insurance carrier’s commissions data in performing audits and statements
- Update and maintain databases
- Understand various carrier rules and reporting to assist agents through the 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
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
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at a company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily.
Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
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.
#J-18808-Ljbffr
