Hybrid Commission Accounting Data Coordinator

Posted 3 weeks ago

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About the role

  • Commission Accounting Data Coordinator for CBIZ assisting with commission receivable data management. Involves creating, auditing, and maintaining records while ensuring client needs are met.

Responsibilities

  • Set up and maintain commission receivable data within the commission accounting department
  • Assist internal and external clients with questions and needs and ensure data is accurate and without negative impact on the financial operations of the company
  • Create new and renew existing commission receivables records
  • Audit renewed receivables and make necessary corrections/adjustments
  • Communicate with Producers to resolve discrepancies/variances involving incomplete client valuation data reported
  • Utilize commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company
  • Setup records for invoicing and process monthly client invoices
  • Run Producer Earnings report and complete monthly compensation mailings
  • Process monthly Producer Expense Withholdings
  • Call carriers to update CBIZ address and producer ID numbers on correspondence/statements as needed
  • Resolve a full range of internal and external customer requests
  • Research and assemble data pertaining to receivable records
  • Additional responsibilities as assigned

Requirements

  • High school diploma or GED required
  • Bachelor’s Degree or two years of experience on a specialized subject matter
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work in team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities

Job title

Commission Accounting Data Coordinator

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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