Insurance Commissions Analyst

Overview
Purshe Kaplan Sterling Investments (PKS) is seeking an Insurance Commission Analyst to help with its growing network of Registered Representatives. PKS is a fast-growing brokerage firm located in the heart of Albany, NY. The ideal candidate will have an exceptional work ethic, be detail oriented and work well under pressure. Must be able to be proactive, take initiative and be able to work well within a team setting, as well as independently.

Duties

• Calculating payouts for insurance products daily
• Reviewing financial data to ensure fairness and completeness of the data.
• Preparation of financial reports
• Data entry into Excel and an online commission platform, ensuring accuracy and cross checking between different workbooks and programs
• Liaison with IMOs, BGAs and vendors
• Handle incoming calls, emails and/or inquiries from registered representatives, management, other departments at PKS
• Assisting in ensuring timeliness and accuracy of the financial statements
• Assisting in the preparation of the company’s monthly, quarterly and annual reports
• Conducting account reconciliations and analysis
• Annual Financial Audit with accounting firm
• Preventing inaccuracies in financial statements by setting up internal control systems and adopting proper policies for financial reporting
• Developing and maintaining system controls for ensuring data accuracy and integrity
• Prepare, gather, and submit documents/filings as requested for SEC, FINRA, State and other regulators
• Developing and maintaining proper operational, data documentation and troubleshooting procedures
• Assisting with special projects

Must obtain FINRA SIE and Series 99 exams within 12 months

Must pass NYS insurance license exam within 6 months

Required Skills and Experience:

Four year degree from an accredited college

Excellent verbal and written communication skills

Excellent interpersonal and customer service skills

Strong analytical and problem-solving skills

Excellent organizational and time management skills

Excellent attention to detail

Ability to function well in a fast paced/high-volume environment

Strong proficiency with Microsoft Office Suite/Excel

PKS Investments Inc. is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions of the position.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Customer service: 2 years (Required)
• Microsoft Excel: 3 years (Required)

License/Certification:

• NYS Insurance License (Preferred)

Ability to Relocate:

• Albany, NY: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000 - $55,000