Contracting and Commissions Operations Analyst

The Contracting and Commissions Operations Analyst is responsible for supporting end‑to‑end processes related to agent contracting, hierarchy management, and incentive compensation across Health and Wealth insurance products. The role manages escalations, performs detailed analysis to resolve contracting and compensation discrepancies, produces reporting, and partners with Commissions and Contracting Leadership to drive process improvements.

• Serve as a primary point of contact for inquiries related to agent contracting, appointment status, documentation requirements, and commission or incentive compensation issues.
• Research and resolve contracting and compensation discrepancies by reviewing system configurations, compensation rules, agent/agency hierarchy alignments, and transactional data.
• Maintain strong working knowledge of contracting workflows, hierarchy structures, upline/downline relationships, and compensation impacts across Health and Wealth products.
• Process updates to contracting and hierarchy records or elevate inaccuracies, workflow bottlenecks, or system gaps to Commissions, Contracting, or Technology teams.
• Validate that contracting status and hierarchy alignment support accurate commission payments and compliance with regulatory and internal standards.
• Produce timely, accurate reporting related to contracting status, compensation accuracy, issue trends, and service‑level performance.
• Analyze inquiry patterns and operational data to identify recurring issues, systemic gaps, or efficiency opportunities.
• Recommend process improvements and partner with Commissions and Contracting Leadership to spearhead the implementation of approved enhancements.
• Document all inquiries, investigations, and resolutions thoroughly and objectively in CRM and internal systems.
• Maintain strict adherence to HIPAA, PHI, and organizational data‑protection requirements.
• Explain complex contracting and compensation matters in clear, understandable language for agents, internal stakeholders, and leadership.
• Meet established service, quality, productivity, and accuracy standards.
• Build and maintain collaborative relationships with Contracting, Commissions, Operations, Finance, and Technology teams.

• Minimum Requirements:
  
  Bachelor’s degree in business, finance, operations management or equivalent; 1‑3 years of experience in customer service, financial services or insurance operations preferred.
• Strong Microsoft Office Suite skills, including Excel (VLOOKUP/SLOOKUP, pivot tables, data validation, error‑checking) and Word.
• Advanced analytical and problem‑solving skills, including ability to investigate discrepancies.
• Working knowledge of agent contracting, appointment processes, and hierarchy management for Health and Wealth insurance products.
• Strong analytical ability to interpret contracting rules, validate compensation logic, and troubleshoot data discrepancies.
• Ability to recognize trend patterns, identify process gaps, and collaborate with leadership to drive operational improvements.
• Excellent written, verbal, and interpersonal communication skills.
• Strong attention to detail with accurate data‑entry and documentation skills.
• Ability to prioritize multiple tasks in a fast‑paced environment and adapt to changing workflows.

• PTO
• Medical, dental, and vision coverage
• Retirement savings plan
• Disability insurance
• Life insurance

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local…