Commissions Senior Specialist

Location Designation: Remote

When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

Summary:

The Specialist is responsible for performing Quality Review on manual and system-generated commissions transactions with limited supervision, which include: calculating commissions for Life & Annuity, and IDI products using established procedures, protocols, and systems/resources. Role is also responsible for submitting Intakes as part of Production Support effort for the Commissions Production team.

Responsiblities:

• Works autonomously within established procedures to perform standard commission calculations across all administrative systems (CTP/CAS/CASTL, rPay, and CyberLife Fixed and Variable)
• Analyze and log Intakes; collaborate with technology to prioritize previously identified system issues
• Run daily Quality Review reports utilizing MS Access, Excel, Crystal Report, and Tableau
• Resolves complex commission problems with limited supervision
• Assists with the implementation of procedural changes
• Participates in projects and initiatives as requested
• Assist in the preparation of monthly reports

Qualifications:

• High School Diploma or GED required; Bachelors degree preferred
• 2+ years of knowledge of administrative systems, e.g. CTP/CAS/CASTL, rPay, and CyberLife (Fixed and Variable)
• Knowledge of agent-sold Life & Annuity and IDI products
• Knowledge of function-related procedures
• Ability to explain complex situations clearly
• Experience with Tableau, to assist in the administration and expansion of Dashboards, preffered

Required Skills

• Strong organizational skills.
• Strong analytical and decision-making skills.
• Strong oral and written communication skills.
• No Specific degree (e.g. Finance), but bachelor's degree preferred.

Salary range: $52,500-$77,500

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Requisition ID: 88605