Overview:
Responsible for establishing a vendor profile and vendor code in Gerber Life's financial system (SAP) for both the agents and their up-line in order to pay accurate and timely commissions.
Responsibilities:
What you will do:
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Verifies accuracy and completeness of required forms.
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Follows up with Agent/Agency if forms are incomplete or missing.
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Verifies Tax Identification Number (TIN) is valid with IRS records by creating bulk upload to Finance Dept.
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Researches incorrect TIN matches. Follow up with agents to obtain correct information.
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Creates vendor profile and code in SAP based on agent payment level and up-line level.
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Sets up agent and agency banking information for direct deposit of commission payments.
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Corrects vendor set up errors.
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Provides support to commission specialists as needed.
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Performs other duties as assigned.
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Complies with all policies and standards.
Qualifications:
- High School Diploma - Required
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Associate's Degree - Preferred
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One to two years general office experience. - Required
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Knowledge of basic business processes, workflow and systems.
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Solid judgment, problem solving, decision making and follow through skills.
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Ability and accuracy in analyzing/summarizing detailed information.
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Solid oral/written communication skills.
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Quality and customer service advocate.
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Solid PC abilities including Microsoft Office applications, i.e. Outlook, Excel and Word.
Work Setting/Position Demands:
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Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
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Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
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Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
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Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
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Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
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Performs substantial movement of wrists, hands, and fingers for continuous computer work.
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Extended hours required during peak workloads or special projects/events.
Travel Requirements: