Commissions Specialist
Current● Performing address changes, EFT updates, agent changes, and many other complex procedures in Performance Plus, and PassPort for North American Life Insurance Company.● Communicating with thousands of insurance agents and agencies around the country to ensure that commissions are paid correctly, on time, and to the correct agencies and agents.● Sending letters to agents, beneficiaries, agencies to communicate various issues such as when an insurance agent is deceased and commissions need to be paid to a beneficiary.● Following company policies and procedures to be in compliance with industry laws and regulations regarding the insurance industry.● Reviewing and evaluating customer contracts to answer customer questions and to determine the answers to complex requests and questions from clients.● Updating and maintaining records for tens of thousands of clients in Performance Plus and PassPort.● Completing Daily Interface Balancing reports and audits on commissions payments once per week and during month end.