Client Account Support Associate Analyst

Schedule Notes:
Monday-Friday: 8AM-5PM Local Time
Training: TBD based on majority of time zones, 1 week

Responsibilities:
This position is 100% remote and candidates can be sourced from across the US as long as they're able to support the schedule.
Candidates must have a quiet and private working environment.
Candidates must have a reliable, high-speed internet connection.
Candidates cannot have any pre-planned time off during the 4th Quarter of 2025. Signficant time off will not be approved.

This position is a key part of the U3000 Sales Team responsible for supporting various aspects of the sales commission process including but not limited to producing CBAF and analysis of commissions processing for the segment. There will be a relationship regionally with sales teams, matrix partners and leadership team. The role will also have some external responsibilities with Brokers by providing back-up support to the Sales team on escalated commission issues. This person must be capable of working independently while demonstrating sound judgment.

Primary responsibilities will be analysis of sales commission process. Owning submission of CBAF/BOR and keeping sales team advised on processing and issues. Knowledge of SFDC, Docusign, reporting tools and resources is also critical. This person must be professional and knowledgeable, able to answer general and case-specific questions. Attention to detail, accuracy and ability to work under tight time constraints are necessary.

Skills/Requirements:
TOP 3 NON-NEGOTIABLE SKILLS
Excellent attention to detail
Time Management
Ability to prioritize and pivot according to team needs

• Act as point person for sales for Client and /or Broker commission questions
  1. Ability to build relationships with sales and commission partners
  2. Interact with other departments regarding the payment of commissions
• Respond to inquiries from business partners and/or external producers in accordance with defined metrics in a clear, customer focused and professional manner.
• Proactively follow-up with Broker on any missing, incomplete information
• Identify and own the required paperwork for installation of new business and renewals while ensuring accuracy and completeness
• Monitor the sales timeline to ensure adherence
  1. Audit compensation payments (commissions) including performing audits
  2. Research and resolve compensation issues
  3. Maintain OneNote entries to resolve discrepancies
  4. Develop detailed knowledge of commission schedules
• Act as a resource to Manager and other team members on special projects
• Provide out-of-office support as needed
• Support departmental projects and improvement initiatives
• Understands and manages various systems across the multiple business segments
• Meet and exceed timing and quality standards.
• Consistently demonstrate strong planning, organization and time management skills
• Participate in training on new systems, programs and processes and identify possible training needs
• Establish solid rapport with internal matrix partners and external producers
• Identify procedural problems; formulate and recommend well thought out suggestions for improvement
• Maintain professionalism under pressure
• Ensure a flexible approach to shifting priorities; changes in technology, responsibilities, processes and organizational structure.
• Be open to feedback about general performance or specific events
• Exellent PC Skills
• Previous exerience working in a remote environment

• High School Diploma