Agency Support Analyst
Listed on 2026-06-20
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Finance & Banking
Financial Reporting, Financial Compliance, Regulatory Compliance Specialist -
Business
Financial Compliance, Regulatory Compliance Specialist
General Purpose of the Role
Serve as the General Agency’s subject‑matter expert for import product commissions, broker compensation, and carrier bonus arrangements, ensuring financial accuracy, integrity, and audit readiness across all commission activity. Manage and oversee General Agency financial and commission reporting, excluding FMS reporting, including monthly commission reporting and quarterly carrier bonus reporting, providing reliable data used for field compensation, leadership review, and business decision‑making.
Act as the authoritative resource on import product compensation methodologies, partnering with Agent Compensation, American Fidelity Career Field Staff, and internal stakeholders to ensure correct interpretation, application, and communication of commission structures, payout timing, and compensation outcomes.
- Maintain financial accuracy and audit readiness for all commission‑related activity.
- Generate and present monthly commission and quarterly carrier bonus reports for leadership and business review.
- Provide expertise and guidance on import product compensation methodologies and payout timing.
- Ensure correct interpretation, application, and communication of commission structures and policies to all stakeholders.
- 5-7 years of experience in commission and compensation management.
- Advanced knowledge of commission structures, broker compensation, and carrier bonus programs specific to import insurance products.
- Applied accounting and financial reporting expertise supporting commission posting, reconciliation, audit validation, and management reporting.
- Ability to interpret, apply, and explain complex compensation methodologies and policy documents, including the Field Compensation Document and Group Import Bonus Method.
- Strong analytical skills to identify trends, risks, discrepancies, and anomalies in commission and financial data.
- Experience preparing and presenting commission‑related analysis, reporting, and financial insights to leadership audiences.
- Strong oral and written communication skills, including ability to explain technical financial and compensation concepts to non‑financial audiences.
- Confidence operating as a subject‑matter expert and primary resource for import product commission and compensation inquiries.
- Strong organizational, project management, and attention‑to‑detail skills in a deadline driven, highly regulated environment.
- Ability to exercise independent judgment, make informed decisions, and act with accountability in matters impacting financial accuracy and field compensation.
- Proficiency with Microsoft applications, Salesforce, commissions databases, and reporting technology used to support commission processing and analysis.
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