Robert Half
Robert Half is hiring: Producer Compensation Analyst in Oakland
Robert Half - Oakland, CA, US, 94612
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Overview
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Overview
Job Description
Job Description
We are offering a contract to permanent employment opportunity in Oakland, California for a Producer Compensation Analyst. In this role, you'll be primarily focused on managing producer records, handling commission calculations, and resolving inquiries related to producer compensation. You'll also collaborate with various internal teams and external business partners as part of your duties.
Responsibilities:
• Handle the creation and update of producer records, including demographic information, payment methods, and reporting.
• Establish and maintain relationships with brokers and customers to facilitate commission calculations and payment processes.
• Assist with the reconciliation of monthly commission calculations and payments, ensuring accuracy, and conducting research to resolve any discrepancies.
• Collaborate with teams responsible for producer credentialing, contracting, and compensation, as well as with external broker community and business partners.
• Analyze data on customer relationship management applications for accuracy and take corrective action for any discrepancies.
• Manage and maintain broker-customer relationships on financial applications to accurately calculate commissions and other fees for payment purposes.
• Assist with producer compensation payments, including reconciliation, voids, reissues, cancellations, and annual 1099 reconciliation.
• Prepare and distribute departmental reports related to producer records and relationships.
• Serve as a point of contact for producers to resolve inquiries related to their records or compensation.
• Contribute to monthly management and key performance metrics reporting, identifying patterns and trends related to producer records and relationships.
• Maintain and update departmental policies and procedures related to producer records and relationship management, in addition to training materials.• Proficiency in Documentation and Reporting
• Mastery of Microsoft Excel, Word, Outlook, and PowerPoint
• Experience with Procedures and Payment Processing
• Strong Research skills
• Familiarity with Policies & Procedures
• Ability to perform Reconciliations
• Capability to Perform Ad Hoc Financial tasks
• Knowledge of Methods and Discrepancy resolution
• Proficiency in CRM and Upgrades
• Experience in KPI Reporting and Process Improvement
• Skills in Variance Analysis and Proofreading
• Knowledge in Cost Analysis
• Familiarity with Commission Functions
• Editing skills
• Understanding of Equity Capital
Responsibilities:
• Handle the creation and update of producer records, including demographic information, payment methods, and reporting.
• Establish and maintain relationships with brokers and customers to facilitate commission calculations and payment processes.
• Assist with the reconciliation of monthly commission calculations and payments, ensuring accuracy, and conducting research to resolve any discrepancies.
• Collaborate with teams responsible for producer credentialing, contracting, and compensation, as well as with external broker community and business partners.
• Analyze data on customer relationship management applications for accuracy and take corrective action for any discrepancies.
• Manage and maintain broker-customer relationships on financial applications to accurately calculate commissions and other fees for payment purposes.
• Assist with producer compensation payments, including reconciliation, voids, reissues, cancellations, and annual 1099 reconciliation.
• Prepare and distribute departmental reports related to producer records and relationships.
• Serve as a point of contact for producers to resolve inquiries related to their records or compensation.
• Contribute to monthly management and key performance metrics reporting, identifying patterns and trends related to producer records and relationships.
• Maintain and update departmental policies and procedures related to producer records and relationship management, in addition to training materials.• Proficiency in Documentation and Reporting
• Mastery of Microsoft Excel, Word, Outlook, and PowerPoint
• Experience with Procedures and Payment Processing
• Strong Research skills
• Familiarity with Policies & Procedures
• Ability to perform Reconciliations
• Capability to Perform Ad Hoc Financial tasks
• Knowledge of Methods and Discrepancy resolution
• Proficiency in CRM and Upgrades
• Experience in KPI Reporting and Process Improvement
• Skills in Variance Analysis and Proofreading
• Knowledge in Cost Analysis
• Familiarity with Commission Functions
• Editing skills
• Understanding of Equity Capital