Producer Compensation Analyst, Robert Half

Producer Compensation Analyst

Robert Half

Location:

United States, Oakland

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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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.

Job Responsibility:

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

Requirements:

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

What we offer:

medical, vision, dental, and life and disability insurance
eligibility to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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