Description

Finance & Accounting Opportunity in Financial Services

Lead Commission Accountant, Annuity, Highland Capital Brokerage

Location:          3535 Grandview Parkway, Suite 600, Birmingham, AL 35243

Summary:

We have an opportunity for a Lead Commission Accountant, Annuity within Highland Capital Brokerage, a member of Advisor Group. The primary duties of this position consist of ensuring commission payments to agents and HCB are accurate and timely.  The position requires a candidate that can effectively interact with Management, HCB Brokerage firms, individual brokers and Carriers.  The candidate must be professional, detail oriented, team oriented, analytically minded, articulate, proactive, and sensitive to deadlines.

Responsibilities:

• Act as lead for annuity commission team
• Handle internal and external 1st escalation commission requests
• Handle complicated commission research items  
• Build and maintain annuity commission schedules in agency management system/excel spreadsheet
• Publish annuity commission schedules on company website and SharePoint
• Communicate all changes to annuity commission schedules to HCB staff
• Responsible for all commission payments (to brokers and from Carriers) for an HCB firm(s)
• Responsible for weekly, monthly and quarterly analysis and research on commissions expected and received
• Required to perform some level of data entry which serves as the basis for revenue recognition and calculation
• Creates and maintains relationships with the management and staff of the applicable HCB firm(s)
• Serves as liaison between HCB firms, IAB brokers, Independent brokers and Insurance carriers
• Possess strong work ethic (i.e. takes ownership of work, displays prompt follow-up skills, professional attitude)
• Providing a courteous, accurate and responsive service to all customers via phone, email or face-to-face
• Meeting or exceeding established department and company goals related to quality assurance, customer satisfaction, outreach and performance.
• Communicating effectively with other departments, field office staff, and carriers as needed by providing information and proactive updates
• Maintaining quality review for all work processed
• Engaging in continuing professional development opportunities
• All other duties as assigned

Education and License Requirements:

• Bachelor's degree preferred in financial services, or related field, H.S. Diploma or GED certificate + Significant Practical experience will be considered

Basic Requirements:

• 3+ years of experience in a call center environment and/or life an annuity insurance, banking or brokerage industry
• Effective interpersonal skills/customer service skills
• Excellent oral and written communication skills
• Team player
• Analytical skills for problem solving
• Positive attitude
• Multi-tasking capability
• Ability to assist the team be successful regardless of the task
• Strong knowledge in Microsoft Office products, particularly Microsoft Excel