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Commission Analyst

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General Description: The Commissions Analyst will be responsible for processing commissions for the Northwest Region of USI, ensuring accuracy of the varying compensation structures across the NW Sales Team and providing our management team with comprehensive, detailed analysis.


·    Reviews reports and commission processing at the start and end of each month.

·    Timely and accurate payment consistent with corporate policies and procedures.

·    Run and format ad hoc detailed analysis in Sagitta and datastore.

·    Responsible for the accurate data entry into the system by performing regular audits and reviews.

·    Able to create spreadsheets using macros to pull information from different sources.

·    Approve the commission payroll on a quarterly basis.

·    Point person in answering commission questions from internal and external sources.

·    Resolve commission inquiries using Sagitta and/or communicating with accounting center teams.

·    Create commission uploads based on commission information received from the insurance carriers.

·    Identify revenue discrepancies and work with account management to resolve billing errors.

·    Ensure systems are set up correctly upon onboarding of new producer.

·    Track bonus eligibility for sales and confirm proper accruals are in place.

·    Flexible and willing to perform other tasks as assigned

·    Lead person on varying internal commission audits performed by corporate team

 Knowledge, Skills and Abilities:

·    Strong data entry and analytical skills are essential

·    Highly organized with great attention to detail

·    Customer focused with a forward thinking attitude

·    Ability to stay focused in a busy environment

·    Exceptional oral and written communication skills required

·    Willingness to undertake other duties as and when assigned

·    Self starter and able to work independently

·    Demonstrates cooperation and collaboration in a team setting

·    Experience with Excel (data entry, formatting, pivots, formulas)

·    High School Diploma or GED degree required; Bachelor's degree a plus

General Description: The EB Regional Communications Consultant is responsible for understanding the USI Resources and Communications platform to promote consistency, quality and standardization across the Region. This position will be responsible for coordinating with internal resources and external vendors to provide a quality product in a cost efficient and timely manner.  Understand all the internal and external resources available (and costs associated with those resources) to consult with clients and appropriately address their needs. Consultant will work with target USI clients and support the client base within a specific USI region.

Major Responsibilities:

  • Face to face consulting with large client communication campaigns as required.
  • Participate in sales process for large prospects in-house and off-site as necessary.
  • Participate with National Team to develop target client segment standardized communications materials in support of open enrollment.
  • Manage online resources and website development. Responsibilities include conducting demonstration of site for clients and prospects, running “train the trainer” sessions, troubleshooting implementation issues, and developing campaign for site usage.
  • Manage local benefit communication vendor relationships as needed (i.e. Flimp, ThinkHR, Zywave, Jellyvision, Brainshark, benefits administration technologies, etc.).
  • Act as expert resource within the region for communication technology. Conduct in-house training for account management team on internal tools as necessary.
  • Participate with National Team to review vendors and develop preferred relationships with best in class contract terms and pricing.
  • Visit offices in region to rollout materials and train consultants on delivery of standard platform.
  • Review vendor communication materials and assist in editing, improving.
  • Responsible for identification & collaboration with Subject Matter Experts in each office.
  • Ability to travel required.

Knowledge, Skills and Abilities:

  • 2-3 years of experience in communication required. Must have strong understanding of benefits issues and experience in training internal and external parties.
  • College strongly preferred.
  • Excellent oral and written communication skills required.
  • Must have excellent computer skills, experience utilizing internal systems like an intranet for workflow and communication, and be proficient in the use of marketing software like InDesign. Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook required.
  • Highly detail-oriented with strong administrative and organizational skills.
  • Requires effective interpersonal, organizational and time-management skills.
  • Ability to work effectively in a fast moving environment with shifting priorities and significant activity.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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