What are the responsibilities and job description for the Commission Accounting Data Coordinator position at CBIZ?
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
- 2022 Top Workplaces USA
- 2022 Great Place to Work Certification
- Top 101 2021 Best and Brightest Companies to Work For in the Nation
- 2021 America's Best Mid-Size Employers
- 2021 Best and Brightest Companies in Wellness
Job Purpose / Objective:
* 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
Essential Functions and Primary Duties:
* 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
Minimum Qualifications Required:
* High school diploma or GED required
* Bachelor's Degree or two years of experience on a specialized subject matter (i.e. commission accounting data entry)
* Experience in the insurance (i.e. employee group medical) industry ideal, or experience in an HR benefits function
* High level of mathematical aptitude with capacity to process commissions calculations is strongly desired
* Experience in effectively managing a high volume of email inquiries
* 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, experience in Oracle or similar database knowledge is preferred
* Ability to work in team environment as well as independently
* Ability to analyze and prioritize multiple responsibilities
|
CBIZ.Jobs Category: Corporate
REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to . |
|
EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement. |
|
PAY TRANSPARENCY PROTECTION NOTIFICATION |
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.