Commission Processor bei Western & Southern Financial Group
Western & Southern Financial Group · Fremont, Vereinigte Staaten Von Amerika · Onsite
- Professional
- Optionales Büro in Fremont
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.
- 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