Job Summary:

• Oversee advisor compensation team and ensure their daily activities are completed accurately and on time
• Researching and processing commissions from various product companies
• Billing of advisory accounts on a monthly and quarterly basis
• Responding to advisor inquiries via email and/or tickets in Salesforce
• Reconciling and conducting audits on past payments
• Submitting weekly payroll data files to ACH provider
• Oversee accounting team and ensure they are keeping up
• Daily categorization of accounting transactions in accounting software
• Periodic reporting is prepared for IFP’s executive team and regulators
• Ongoing payables and receivables

Skills on Resume:

• Compensation Management (Hard Skills)
• Commission Processing (Hard Skills)
• Account Billing (Hard Skills)
• Inquiry Response (Soft Skills)
• Payment Auditing (Hard Skills)
• Payroll Submission (Hard Skills)
• Team Oversight (Soft Skills)

Job Summary:

• Responsible for administering, coordinating and controlling activities of the projects. 
• Coordinates with projects managers and facilitates their needs to achieve works.
• Planning, development activities and recommended adoption of upgraded technology and after service systems according to the requirements. 
• Implement the company services plan, quality of performance and quality cost of services.
• Responsible for the development of the labor skills (engineers, technicians & helpers).
• Administer, coordinate and control activities of the projects at all.
• Coordinates with projects managers and facilitates their needs to achieve works.
• Ensure integrity of data flowing into various systems is accurate and complete
• Assist with resolution of inquiries from internal, external, and third-party customers
• Utilize Salesforce and Microsoft Excel to assist with compensation report retrieval, reconciliations, and other inquiries

Skills on Resume:

• Project Administration (Hard Skills)
• Team Coordination (Soft Skills)
• Technology Planning (Hard Skills)
• Service Implementation (Hard Skills)
• Skill Development (Soft Skills)
• Data Integrity (Hard Skills)
• Inquiry Resolution (Soft Skills)
• Report Reconciliation (Hard Skills)

Job Summary:

• Processing and managing commission statements, compliance checks etc
• Liaising with numerous lenders and build lasting relationships
• Processing full documentation
• Working in a face-paced environment meeting regulatory targets
• Communication with users and managers to ensure full understanding and adoption
• Act as advisor to get the best outcomes from the plan, supporting business growth
• Secure process compliance, in line with OBS rules and schedule of authorization
• Act as SPOC for change cycles, collecting inputs from users and interfacing with global compensation teams
• Good understanding of business evolutions to advise on best possible changes
• Contribution to tools improvements, automation, digitalization
• Support internal and external process audits for commissions and target settings.
• Manage associated interlocks, such as with HR, finance, international Business, Clusters, etc.

Skills on Resume:

• Commission Management (Hard Skills)
• Relationship Building (Soft Skills)
• Documentation Processing (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Effective Communication (Soft Skills)
• Business Advisory (Soft Skills)
• Process Compliance (Hard Skills)
• Change Management (Soft Skills)

Job Summary:

• Manage the monthly commissions processing schedule and ensure timely, accurate payments to individuals and managers
• Manage tracking and fulfillment of incentive programs in partnership with Marketing - referral payouts, team selling bonuses, etc.
• Manage the preparation of commissions accruals, payments, and reporting to the field and other stakeholders, like external partners
• Manage inquiries from the field, ensuring service and keeping to SLAs. 
• Produce monthly reporting on inquiry activity and insights regarding potential plan improvements 
• Suggest amendments to language/ provide additional training/ communication 
• Become a subject matter expert in determining annual quotas, evaluating compensation structures and reviewing the impact of ad-hoc sales program incentives to align with corporate objectives
• Project manage the annual update of commission plans, including building the project schedule and overseeing UAT preparation and execution
• Provide input into the development of individual sales compensation plans and manage overall assignment of plans for all commission based employees. 
• Drive the creation of executive presentations, commissions training and other communications relevant to incentives management

Skills on Resume:

• Commission Processing (Hard Skills)
• Incentive Fulfillment (Hard Skills)
• Payment Reporting (Hard Skills)
• Inquiry Management (Soft Skills)
• Activity Reporting (Hard Skills)
• Training Communication (Soft Skills)
• Quota Evaluation (Hard Skills)
• Project Management (Soft Skills)

Job Summary:

• Management of Commission team and ensuring turnaround times are met.
• Develop tools and processes to enable effective management of commissions.
• Ensure relationships with brokers are maintained and that the service level provided remains at a high quality.
• Identify any areas of risk within Commissions (for example over payment, lost sites) and create prevention strategies.
• Monitor performance against set targets and highlight any underperformance. Work with Sales to implement measures to cover risk
• Monitor Commissions forward liability and accrual.
• Maintain accrual values and validate invoices ensuring they are in-line with accrued amounts.
• Management of Agency style agreements, ensuring contractual terms are met.
• Produce bespoke accrual reports for finance.
• Drive improvement and efficiency, developing new ways of working.

Skills on Resume:

• Team Management (Soft Skills)
• Process Development (Hard Skills)
• Relationship Maintenance (Soft Skills)
• Risk Prevention (Hard Skills)
• Performance Monitoring (Hard Skills)
• Accrual Management (Hard Skills)
• Contract Management (Hard Skills)
• Efficiency Improvement (Soft Skills)

Job Summary:

• Financial modelling for current or prospective Commission/Sales strategies. 
• Manage and approve bespoke commission arrangements, ensuring any contractual terms are commercially viable.
• Produce/analysis of current liability for a particular broker/agreement/sector.
• Produce Monthly Commercial MI
• Adherence to the contractual clauses and conditions of bespoke third parties
• Partner with Finance and Sales Operations in maintaining commissions modeling and reporting, including outcomes
• Manage execution of financial controls and provide support for testing by auditors.
• Work with Internal Audit to ensure controls are appropriate and well documented. 
• Project manage the onboarding process for new customers from start to finish
• Lead and train a team of less experienced colleagues to assist with customer-facing projects
• Become an expert in using the company’s platform to automate customer’s sales commission calculations. 

Skills on Resume:

• Financial Modelling (Hard Skills)
• Commission Approval (Hard Skills)
• Liability Analysis (Hard Skills)
• Commercial Reporting (Hard Skills)
• Contract Compliance (Hard Skills)
• Partnership Collaboration (Soft Skills)
• Financial Controls (Hard Skills)
• Customer Onboarding (Soft Skills)

Job Summary:

• Lead the end-to-end management of the monthly small group broker commissions process
• Lead the planning and processing of quarterly and annual broker bonus programs
• Create commissions documentation to formalize commission payment policies
• Coordinate efforts across the Engineering, Product, Finance, and Accounting teams to ensure timely delivery of payment(s) each month
• Troubleshoot and resolve escalated issues from external broker community and internal service teams
• Train internal service teams and new hires on commissions processes
• Provide monthly reports for sales strategy and finance to highlight annual compensation trends
• Serve as an expert resource for all commissions-related questions

Skills on Resume:

• Commission Management (Hard Skills)
• Bonus Program Planning (Hard Skills)
• Policy Documentation (Hard Skills)
• Cross-Team Coordination (Soft Skills)
• Issue Resolution (Soft Skills)
• Team Training (Soft Skills)
• Compensation Reporting (Hard Skills)
• Expert Consultation (Soft Skills)

Job Summary:

• Communicate effectively with all earners to establish what payments are due
• Keep track of and process payments accurately
• Identify and implement efficient and effective cash collection practices
• Supporting earners to ensure that company compliance and audit requirements are met
• Produce and review appropriate operational reports that analyze the performance
• Investigate discrepancies
• Responsible for developing, documenting and performing system tests.
• Identifying critical steps, activities, and upstream/downstream impacts.
• Ensure transaction documentation, files, and records are properly maintained
• Use basic accounting principles to develop and maintain accounting procedures and internal controls
• Support executives with special projects and other process improvements

Skills on Resume:

• Payment Communication (Soft Skills)
• Payment Processing (Hard Skills)
• Cash Collection (Hard Skills)
• Compliance Support (Hard Skills)
• Performance Reporting (Hard Skills)
• Discrepancy Check (Hard Skills)
• System Testing (Hard Skills)
• Accounting Control (Hard Skills)

Job Summary:

• Actively and consistently support all efforts to simplify and enhance the customer experience.
• Directly manage and actively contribute to a team of Specialists and Consultants who are responsible for developing business and functional requirement specifications for application development, modifications and/or configurations.
• Identify and execute system enhancements.
• Serve as subject matter expert and ensure effective management of systems, processes and programs through the understanding of business unit specific needs and analysis/assessment of system capabilities.
• Work with cross-functional teams in a matrix department environment.
• Act as a central point of contact for Commission System issues in their respective alignment.
• Indirectly manage vendor assistance to ensure project deliverables are consistently met.
• Hire, train and manage performance and development of direct reports to ensure that a high professional standard is achieved and business continuity is maintained.
• Responsible for resolving day-to-day issues and ad hoc requests from specified channel alignments, as well as larger enhancements and defect resolution.
• Manage Completing system configuration changes.

Skills on Resume:

• Customer Support (Soft Skills)
• Team Leadership (Soft Skills)
• System Enhancements (Hard Skills)
• Subject Expertise (Soft Skills)
• Cross-Functional (Soft Skills)
• Issue Resolution (Soft Skills)
• Vendor Management (Hard Skills)
• Performance Training (Soft Skills)