Ameritas
Position Description
The
Senior Field Compensation Representative
is responsible for providing quality customer service to field office, producers/representatives, and other partners on complex customer service inquiries/requests. This position is accountable to ensure internal and external records are completed accurately and timely within regulatory guidelines.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location This is a hybrid role working partially in-office and partially from home.
What you do
Collaborate with customers on complex situations through written and verbal correspondence to discuss various contract provisions.
Perform accounting functions as required for the business area.
Maintain and balance suspense accounts as needed.
Verify and approve commissions for new business and renewal runs.
Create debt report from compensation system.
Hold compensation from commission runs by doing a debt compare for each cycle.
Understand the different contracts and how the agents are paid.
Analyze, process, and service the producer/representative onboarding and lifecycle including but not limited to transactions throughout the course of the contract.
Provide authorization for agent of record changes by deciding if the request is in compliance with policies or procedures while implementing complex process changes.
Ensure compliance with all regulatory rules.
Train and mentor other associates within business area.
May participate as a subject matter expert for projects.
Other duties as assigned.
Perform calculations and percentages for commission adjustment and advances.
Audit policies as required for accuracy and assure compensation paid correctly at all levels and compensation type.
What you bring
H.S. Diploma or GED required.
2-4 years related experience required, including Accounting and/or Customer Service experience.
Previous Compensation experience is a plus.
Microsoft Excel experience is preferred (complexed calculations and percentages).
Analytical thinking and keen eye for detail is a plus.
What we offer A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits For your money
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well‑being programs with financial rewards
Employee assistance program (EAP)
For your professional growth
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community
Matching donations program
Paid volunteer time – 8 hours per month
For your family
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
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Senior Field Compensation Representative
is responsible for providing quality customer service to field office, producers/representatives, and other partners on complex customer service inquiries/requests. This position is accountable to ensure internal and external records are completed accurately and timely within regulatory guidelines.
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
Position Location This is a hybrid role working partially in-office and partially from home.
What you do
Collaborate with customers on complex situations through written and verbal correspondence to discuss various contract provisions.
Perform accounting functions as required for the business area.
Maintain and balance suspense accounts as needed.
Verify and approve commissions for new business and renewal runs.
Create debt report from compensation system.
Hold compensation from commission runs by doing a debt compare for each cycle.
Understand the different contracts and how the agents are paid.
Analyze, process, and service the producer/representative onboarding and lifecycle including but not limited to transactions throughout the course of the contract.
Provide authorization for agent of record changes by deciding if the request is in compliance with policies or procedures while implementing complex process changes.
Ensure compliance with all regulatory rules.
Train and mentor other associates within business area.
May participate as a subject matter expert for projects.
Other duties as assigned.
Perform calculations and percentages for commission adjustment and advances.
Audit policies as required for accuracy and assure compensation paid correctly at all levels and compensation type.
What you bring
H.S. Diploma or GED required.
2-4 years related experience required, including Accounting and/or Customer Service experience.
Previous Compensation experience is a plus.
Microsoft Excel experience is preferred (complexed calculations and percentages).
Analytical thinking and keen eye for detail is a plus.
What we offer A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits For your money
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well‑being programs with financial rewards
Employee assistance program (EAP)
For your professional growth
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community
Matching donations program
Paid volunteer time – 8 hours per month
For your family
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
#J-18808-Ljbffr