Overview:
Responsible for establishing a vendor profile and vendor code in Gerber Lifes financial system (SAP) for both the Agents and their up-line in order to pay accurate and timely commissions.
Responsibilities:
- Verifies accuracy and completeness of required forms.
- Follows up with Agent/Agency if forms are incomplete or missing
- Verifies Tax Identification Number (TIN) is valid with IRS records by creating bulk upload to Finance Dept.
- Researches incorrect TIN matches. Follow up with Agents to obtain correct information
- Creates vendor profile and code in SAP based on agent payment level and up-line level
- Sets up Agent and Agency banking information for direct deposit of commission payments
- Corrects vendor set up errors.
- Provides support to Commission Specialists as needed
Qualifications:
- 1-2 years general office experience
- Knowledge of basic business processes, workflow and systems
- Solid judgment, problem solving, decision making and follow through skills
- Ability and accuracy in analyzing/summarizing detailed information
- Solid oral/written communication skills
- Quality and customer service advocate
Work Setting:
- This position 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.
- Position requires substantial movement of wrist, hands and fingers for continuous computer work.
Educational Requirements:
- High School Diploma
- Associate degree preferred
Computer Skills and Knowledge of Hardware & Software Required:
- Solid PC abilities including Microsoft Office applications, i.e. Outlook, Excel and Word