Status Category:
Full-Time
Exempt/Non-Exempt:
Non-Exempt
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Job Purpose / Objective: * Set up and maintain commission receivable data within the commission accounting department * Assist internal and external clients with questions and needs and ensure data is accurate and without negative impact on the financial operations of the company
Essential Functions and Primary Duties: * Create new and renew existing commission receivables records * Audit renewed receivables and make necessary corrections/adjustments * Communicate with Producers to resolve discrepancies/variances involving incomplete client valuation data reported * Utilize commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company * Setup records for invoicing and process monthly client invoices * Run Producer Earnings report and complete monthly compensation mailings * Process monthly Producer Expense Withholdings * Call carriers to update CBIZ address and producer ID numbers on correspondence/statements as needed * Resolve a full range of internal and external customer requests * Research and assemble data pertaining to receivable records * Additional responsibilities as assigned
Minimum Qualifications Required: * High school diploma or GED required * Bachelor's Degree or two years of experience on a specialized subject matter * Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Effective customer service skills * Proficient use of applicable technology * Ability to work in team environment as well as independently * Ability to analyze and prioritize multiple responsibilities #LI-MM2 #LI-Hybrid
CBIZ.Jobs Category: Corporate REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com. |
EQUAL OPPORTUNITY EMPLOYER CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights. |
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Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. |
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