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.

Job Summary

The Data/Financial Analyst plays a critical role in managing and analyzing commission data to ensure seamless processes for our contracted agents. This position requires a keen eye for detail, strong analytical skills, and the ability to manage and maintain databases accurately. The ideal candidate will be comfortable working independently while collaborating closely with the Commissions and Finance Team to provide exceptional “White Glove Treatment” to our agents. A strong proficiency in Excel and experience with various insurance carrier portals are essential to succeed in this role.

Primary Responsibilities:

• Data Management and Analysis

  • Maintain and update databases to ensure accurate and timely data entry.

  • Perform audits on commission data from insurance carriers and generate commission statements.

  • Utilize Excel to analyze and process data for reporting and payment reconciliation.

• Commission Processing and Support

  • Manage monthly commission payment workflows, ensuring compliance with carrier rules and guidelines.

  • Work with agents and insurance carriers to resolve commission discrepancies or inquiries.

  • Prepare and deliver reports summarizing commission data and payment processes.

• Agent and Team Collaboration

  • Communicate with agents via phone, email, and internet to provide support and address commission-related questions.

  • Collaborate with Territory Sales Managers, Sales Support, and other departments to streamline processes and improve agent satisfaction.

  • Assist with departmental projects and initiatives aimed at enhancing operational efficiency.

• Compliance and Record Keeping

  • Adhere to all compliance, code of conduct, and fraud prevention policies.

  • Maintain accurate and organized records of all financial transactions and communications.

Primary Skills & Requirements:

• Technical Proficiency

  • Strong working knowledge of Excel, including advanced functions for data analysis.

  • Familiarity with databases, Microsoft Word, internet research, and Smart Office software.

• Organizational and Analytical Skills

  • Excellent organizational skills with the ability to manage multiple tasks and meet deadlines.

  • Detail-oriented mindset to ensure accuracy in data management and reporting.

• Communication and Customer Service

  • Exceptional written and verbal communication skills with a customer-focused attitude.

  • Ability to provide professional, high-quality support to agents and internal teams.

• Teamwork and Self-Motivation

  • Strong team player with a willingness to collaborate and support team growth.

  • Self-motivated individual who thrives in a fast-paced and dynamic work environment.

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.