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
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