Financial/Data Analyst- Commission Department

GarityAdvantage

Norwell, MA (*minutes from Route 3 exit*)

About GarityAdvantage

GarityAdvantage is an independent marketing organization that specializes in the senior market — namely, Medicare products. The firm is also proud to serve as a key intermediary between insurance carriers and a network of independent sales agents. GarityAdvantage is an expansive Medicare leader in the New England area and is rapidly expanding into new markets. In business since 1970, GarityAdvantage today serves more than 250,000 Americans. GarityAdvantage is based in Norwell, Massachusetts and is a proud member of the Integrity Family of Companies.

Job Summary

The Data/Financial Analyst works in a young energetic Team that is responsible for maintaining/updating databases, analyzing data, calculating commission statements, preparing reports, and providing outstanding customer services assisting our agents with commission questions.

The Data/Financial Analyst will work closely with the Commissions and Finance Teams to make the commission process seamless for our contracted agents. They will be trained to work with our internal software as well as the portals of various insurance carriers to prepare data for processing. EXCEL is a vital tool in the analysis of our data and a working knowledge and comfortability with this program is a requirement of the position. All GarityAdvantage employees are expected to provide top level customer services and provide “White Glove Treatment” in all agent interactions. This position includes extensive work with data and spreadsheets, some telephone interaction, email communication, remote training, spreadsheet analysis, problem solving, working within a Team environment, time management skills and the ability to work independently. This position is best suited for an analytical person who likes working with numbers, who is an independent work and likes working in busy but fun environment.

Salary will be assessed based on candidates experience and skill set.

Primary Responsibilities:

• Work with insurance carrier’s commissions data in performing audits and statement

• Update and maintain databases

• Understand various carrier rules and reporting to assist agent through process

• Manage monthly payment process of carrier commissions and perform audits of data

• Manage workflow and report results

• Communicate with agents via telephone, email, and internet

• Assist with various department projects

• Work with Agents and carriers to resolve commission questions

• Adhere to all Compliance, Code of Conduct and Fraud Waste and Abuse polices

• Support Agents, Territory Sales Managers & Sales Support Team, and Commissions and Finance departments

Primary Skills & Requirements:

• Experience and comfortability with databases and EXCEL

• Good Organization Skills

• Team player- support and grow Team

• Self-Motivated

• Customer - focused attitude and professionalism

• Accurate record keeping

• Working knowledge of Excel, Word, Internet and Smart Office

• Time management and ability to multi-task

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.