Payroll Specialist

About the Role

Summit Alliance Financial, LLP is seeking a highly motivated and detail-oriented Commissions Specialist to join our growing team at our corporate office in Dallas, TX! In this role, you will be responsible for ensuring the accurate and timely calculation, processing, and reporting of commissions for sales agents. This position requires you to work onsite at our Dallas office.

What You’ll Do

· Analyze and interpret complex commission plans to ensure accurate calculations.

· Input deposit information to commission system daily.

· Process commission payments for agents in accordance with established procedures.

· Maintain accurate and up-to-date commission data in our internal systems.

· Generate detailed commission reports for management and individual agents.

· Reconcile commission statements to bank deposits.

· Research and resolve discrepancies in commission calculations.

· May assist with the development and implementation of new commissions plans.

· Provide excellent customer service to internal and external inquiries regarding commissions.

· Create models in excel from generated illustrations.

· Generate monthly commission report for agent payments and RVP

· Manage life insurance inforce premium tracking and making sure premium applied, policies paid current in Excel for agent book of business.

· Invoicing premium bills

· Carrier website – daily interaction of downloading commission statements, etc.

· Annuity Cases: Manage all aspects from start to finish with agents and their cases

· Annuity: Illustrations, product, onboarding, contracting, new business applications, case management etc.

· Other Duties as needed.

Qualifications

· High school diploma or equivalent required; Bachelor’s degree in a Business related field preferred, but not required.

· Minimum of 2 years of experience in a commission processing or analyst role.

· Strong analytical and problem-solving skills.

· Excellent attention to detail and accuracy.

· Intermediate Excel experience (VLOOKUP, Pivot Table etc.)

· Strong communication and interpersonal skills.

· Ability to work independently and collaborate with others – team atmosphere

· Satisfactory background check screening.

· Satisfactory reference check, including previous employment verification.

· Life Insurance understanding is a plus!

Benefits

Summit Alliance Financial proudly offers a competitive benefits package including health insurance, dental insurance, vision insurance, life insurance, short-term and long-term disability insurance, paid time off, and more!

Summit Alliance Financial, LLP is an equal opportunity employer and values diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, martial status, veteran status, or disability status.

We are committed to creating an inclusive work environment where everyone feels valued and respected. We encourage applications from all qualified candidates.

Our team is comprised of experts passionate about underwriting, advanced planning, and comprehensive case management. We empower financial advisors by providing the tools and support they need to effectively manage and grow their clients’ assets. With a collaborative approach and commitment to excellence, Summit Alliance Financial is dedicated to helping you achieve your full potential in the life insurance and annuity market.