Team – Agency & Commissions
Working Pattern - Hybrid – 2 days per week in the Vitality Bournemouth Office. Full time, 35 hours per week.
We are happy to discuss flexible working!
Top 3 skills needed for this role:
1. Commission accuracy, calculation & investigation
2. Excel & data analysis (VLOOKUPs, pivots)
3. Query resolution & stakeholder communication
What this role is all about:
We’re looking for a detail-driven Commissions Analyst to join our growing Agency & Commissions team in Bournemouth. This role sits at the heart of ensuring commission payments are calculated accurately and paid correctly to our partners, while investigating queries, supporting audits and contributing to key projects. It’s a great opportunity for someone with strong numerical skills, experience in life and health insurance, and a finance or data background to develop specialist knowledge in commissions within a fast paced environment.
Key Actions
4. Undertake Commissions Team BAU
5. Calculate, validate and analyse commission payments
6. Investigate and resolve commission discrepancies and escalated queries
7. Manage escalation allocation within the Commissions Team
8. Engage with brokers, consultants and stakeholders on complex queries
9. Act as a key point of contact for external partners via phone and email
10. Produce and interpret data analysis to support decision-making and issue resolution
11. Support audits and ensure adherence to internal financial controls and processes
12. Maintain high levels of accuracy and data integrity across all commission activities
13. Contribute to Commissions Team and wider A&C projects
What do you need to thrive?
14. Experience of working in a finance/ops team in a financial services organisation
15. Experience analysing data
16. Understanding of the importance of data protection
17. Experience communicating (written and verbal) with external third parties
18. Experience working with commissions in the financial services sector
19. Working towards an AAT qualification (or other finance qualification)
20. Intermediate Excel skills (data analysis, VLOOKUPs, pivot tables)
21. Customer focused communicator with strong, confident phone manner
22. Organised team player with commercial awareness and self-motivation
So, what’s in it for you?
23. Bonus Schemes – A bonus that regularly rewards you for your performance
24. A pension of up to 12%– We will match your contributions up to 6% of your salary
25. Our award-winning Vitality health insurance – With its own set of rewards and benefits
26. Life Assurance – Four times annual salary
These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!
If you are successful in your application and join us at Vitality, this is our promise to you, we will:
27. Help you to be the healthiest you’ve ever been
28. Create an environment that embraces you as you are and enables you to be your best self
29. Give you flexibility on how, where and when you work
30. Help you advance your career by playing you to your strengths
31. Give you a voice to help our business grow and make Vitality a great place to be
32. Give you the space to try, fail and learn
33. Provide a healthy balance of challenge and support
34. Recognise and reward you with a competitive salary and amazing benefits
35. Be there for you when you need us
36. Provide opportunities for you to be a force for good in society
We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.