Western & Southern Financial Group

Commission Processor

Job Locations US-MI-FREMONT
ID
2025-23806
Category
Insurance Operations
Type
Full Time
Subsidiary
Gerber Life Insurance Company

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

What you will do:

  • 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.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications

  • High School Diploma - Required
  • Associate's Degree - Preferred
  • One to two years general office experience. - Required
  • 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.
  • Solid PC abilities including Microsoft Office applications, i.e. Outlook, Excel and Word.

Work Setting/Position Demands:

  • 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.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.

Travel Requirements:

  • None

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