What are the responsibilities and job description for the Account Specialist position at ExtensisHR?
Who We Are:
ExtensisHR, one of the largest Professional Employer Organizations (PEOs) in the U.S. with client employees in all fifty states, is looking for talented people to join our team. If you want to contribute your talents, make a bigger impact, and be part of the growing PEO & HRO industry, we are interested in talking to you. Our renowned industry leadership in customer service starts with our people. You can contribute to delivering on our brand promise of helping organizations succeed through our people-first approach in solving customer’s ever-evolving HR needs. Our HR offerings include personalized services for HR, employee benefits, payroll and taxes, employer risk, compliance, and employee management. Today, we manage over $3 billion in employment-related costs annually—and we are growing every day.
For more information about the company visit www.ExtensisHR.com.
Who You Are:
We are seeking a highly motivated and detail-oriented individual to join our team as an Account Specialist. In this role, you will assist with various finance-related broker support tasks, contributing to the efficient functioning of our finance operations.
What You'll Do:
Key Responsibilities:
- Monthly Compensation Calculations: Support in preparing and verifying the monthly compensation reports for brokers, ensuring accuracy and timeliness.
- Customer Inquiries: Address internal and external inquiries related to broker support, compensation, and other finance-related matters.
- New Broker Verifications: Assist in the verification of new brokers, ensuring they meet company standards and requirements.
- Commission Tracking and Analysis: Monitor and track incoming and outgoing commissions, processing related invoices, and providing accurate reports and analysis .
- Change Controls Management: Assist with change control processes, ensuring any updates or modifications to commissions or compensation are properly managed.
- Special Projects: Support various ad hoc projects related to finance and broker operations as assigned by the management team.
What You Bring:
Required Skills and Qualifications:
- Strong Analytical and Problem-Solving Skills: Ability to analyze data and resolve issues effectively, ensuring high-quality results.
- Excellent Communication and Interpersonal Skills: Ability to interact professionally with internal teams and external clients, providing clear and concise communication.
- Teamwork and Independence: Capable of working both independently and collaboratively within a team environment to meet deadlines and achieve goals.
- Detail-Oriented and Quality-Focused: A high level of attention to detail with a commitment to accuracy in all tasks and processes.
Preferred Qualifications (Optional):
- Proficiency in Salesforce, Smartsheets, and Microsoft Excel: Solid understanding of these tools to manage data, track progress, and generate reports.
What We Offer:
At Extensis, we recognize there are many factors that influence your overall satisfaction both at work, and in your personal life. Under our You Supported program, we provide a perfect mixture of compensation, benefits, company culture, and resources to our employees that help you reach a happier, more balanced life. Some of these offerings include:
- Competitive compensation to reward you for your hard work every day.
- Progressive Paid-Time Off Program for you to enjoy time out of the office, including time off for volunteering and life events.
- Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle available from day one.
- Pretax Spending Accounts to ease taxes on health and dependent care expenses.
- Extensive professional development programs to help you get to where you want to go in your career.
- Discounts in retail and entertainment.
- A social and community outreach committee that promotes a fun inclusive culture through in-office events and networking opportunities.
- When in the office, Complimentary coffee and snacks to keep you fueled and productive throughout the day.
ExtensisHR is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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