Keystone Advisors Overview

Keystone Advisors is a full-service marketing company aligned with Top Health Insurance

Carriers to provide our partners and clients a broad and competitive portfolio of Insurance

Options. We have over 20 years’ experience in Insurance marketing while serving our local

communities with Medicare, Individual, Group Health, Life, and Annuity products.

The foundation of the company and its employee’s lie in our core values: customer service,

integrity, compassion, tenacity, & being a team player.

Job Summary

The Commission Data analyst assists with the weekly, bi-weekly commissions from beginning to end

through a wide variety of activities involving multiple websites and vendors to ensure the

accuracy of all data and calculations. The role will serve as a backup to the accounting

department and other team members on an as needed basis and will be required to manage all

administrative type duties.

Duties and Responsibilities

• Process weekly, bi-weekly, semi-monthly and/or monthly commissions for agents and


• Ensure policy and procedures are followed to maintain an effective environment of

internal control

• Manage the daily data exchange between internal and external databases and vendors,

including one-time payment files to upload, review integration errors and

reconciliation, etc.

• Prepare and Review commissions reports; review for accuracy and distribute on time

and accurate commission payments

• Ensure commission statement reports are received timely

• Commission reconciliation

• Provide customer service to brokers and agents regarding commissions

• Communicate effectively with all employees, brokers, agents, and customers through

email, mail, phone

• Audit and create reporting as assigned

• Routine bookkeeping

• processing payroll for W2 staff members

• Accounting duties as assigned

• Other duties as needed, including special projects


• GED/High School Diploma required

• Associate Degree, preferred

• Minimum 1 year of experience of payroll

• Minimum of 1 year of detailed commission payroll processing

• Basic knowledge of accounting terminology

• Minimum 1 year Experience with excel

Knowledge, Skills, Abilities

• Experience with HealthSherpa a plus

• Experience with AgencyBloc a plus

• Experience with Salesforce a plus

• Participate in proactive team effors to achieve departmental and company goals

• Ability to maintain Keystone Core Values

• Ability to work independently or as a team

• Knowledge of MS Office, high focus on excel: pivot tables, vlookups, reconciliations,


• Bi-Lingual – Spanish a plus, (read, write, and speak)

Physical Requirements

• Prolong sitting

• Stand/walk/bend

• Ability to lift up to 25 pounds

Work Information

Office Location: 10700 Richmond Ave., Suite 113, Houston, TX 77042

Hours: Monday – Friday, 8:00am – 5:00pm (flexible)

Status: Full Time Employee