Contracting and Commissions Operations Analyst

Duties & Responsibilities

• 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 escalate 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

Qualifications

• Minimum Requirements: Bachelor’s degree in business, finance, operation management or equivalent preferred
• Strong Microsoft Office Suite skills including Excel (VLOOKUP/SLOOKUP, pivot tables, data validation, error-checking) and Word
• 1-3 years experience in customer service, financial services or insurance operations preferred
• Advanced analytical and problem-solving skills including ability to investigate discrepancies
• Knowledge, Skills & Abilities: Working knowledge of agent contracting, appointment processes, and hierarchy management for Health and Wealth insurance products
• Strong analytical skills with the ability to interpret contracting rules, validate compensation logic, and troubleshoot data discrepancies
• Able 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
• Able to prioritize multiple tasks in a fast-paced environment
• Able to adapt to changing workflows, prioritize multiple tasks, and operate in a fast-paced environment