Job Description
Job Description
Position: Junior Commissions Data Analyst
Reports to: Vice President, Technology Solutions
Department: Technology Solutions
Location: 11512 El Camino Real Suite 100. San Diego CA. 92130; in-office
Classification: Full-time; Nonexempt
Summary / Job Objective: The Junior Commissions Data Analyst plays a key role in ensuring the accuracy, completeness, and integrity of commission data within Simplicity’s enterprise Salesforce platform and supporting systems. This position supports the technology and commissions teams by executing hands-on validation, reconciliation, and correction of commission data received from insurance carriers and paid to Simplicity’s agencies and advisors.
Essential Job Functions:
● Stand or sit in a stationary position for extended periods
● Clearly communicate and exchange accurate information with others
● Work closely with colleagues and external parties
● Operate computer and/or other office equipment constantly
● Regularly use wrists, hands, and/or fingers for repetitive motions
● Assist colleagues, clients, third parties via telephone, email and/or in person
● Ability to observe details within a close range
● Analyze and interpret data
● Communicate and present in a group setting
Primary Responsibilities:
· Commission Data Quality & Reconciliation
o Review and validate carrier commission statements and data feeds for completeness and accuracy after they are loaded into Salesforce.
o Reconcile commissions received against expected amounts based on commission schedules, premium, and hierarchy/split arrangements; research and resolve variances.
o Identify and correct commission data errors such as unmatched or misattributed policies, incorrect writing agent numbers, split percentages or rates, and duplicate or missing transactions.
o Track and verify chargebacks, reversals, advances, and manual adjustments, ensuring they are properly applied and documented.
o Perform manual data entry and record updates as needed, such as applying one-off corrections, with a high degree of accuracy.
· Collaboration & Process Execution
o Partner with Commissions, Accounting, Licensing, and New Business departments to identify, prioritize, and resolve commission data issues.
o Work with carrier contacts and internal stakeholders to research discrepancies and obtain corrected statements or data.
o Coordinate with the data engineering team and system administrators to design, test, and implement correction workflows and automated validation rules.
o Assist with data imports, updates, and transformations using Salesforce Data Loader, Validity’s DemandTools suite, and basic SQL.
· Governance & Controls Support
o Apply data governance policies and financial control standards to day-to-day commission data operations.
o Document commission data definitions, reconciliation procedures, and an audit trail of corrections and adjustments.
o Participate in ongoing data stewardship and process improvement initiatives as assigned by the VP of Technology Solutions.
Qualifications:
· Required:
o Bachelor’s degree in Accounting, Finance, Business Administration, Data Analytics, or a related field (or equivalent experience).
o 1-3 years of experience in commissions, accounting, financial operations, or data operations roles.
o Working knowledge of basic accounting concepts, including debits and credits, accruals, receivables and payables, account reconciliation, and period close.
o Strong Excel and data manipulation skills (lookups, pivot tables, SUMIFS); comfort working with large datasets.
· Preferred:
o Experience with insurance or annuity commission structures (first-year vs. renewal/trail, hierarchies and overrides, chargebacks).
o Hands-on experience with Salesforce.
o Basic SQL; experience using Salesforce Data Loader, DemandTools, or similar tools.
o Experience working in an IMO, BGA, or other multi-entity insurance distribution organization.
o Proficiency using AI tools to speed up data analysis, write and troubleshoot formulas or SQL, and document processes, with sound judgment in validating AI-generated output.
Core Competencies:
· Analytical & Critical Thinking: Ability to reconcile complex datasets, perform root cause analysis on variances, and devise effective solutions for commission data issues.
· Meticulous Attention to Detail: Proven ability to identify subtle data anomalies, patterns, and inconsistencies with a high degree of accuracy, including small dollar variances.
· Collaboration & Communication: Excellent verbal and written skills to explain findings to Commissions, Accounting, and non-technical stakeholders and work effectively across departments.
· Integrity & Confidentiality: Handles sensitive compensation and financial data with discretion and sound judgment.
Compensation & Benefits:
Compensation (based on experience)
· Hourly rate: $31.25 - $36.00 / Nonexempt
· Annual performance bonus target: 5%
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
Location: 11512 El Camino Real Suite 100. San Diego CA. 92130; this role is an in-office position
\nCompany Description
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.
For more information, please visit simplicitygroup.com.
Company Description
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.