Commission Processing Specialist

Position : Commission Associate

Position Overview :

Our Insurance and brokerage client is seeking a Commission Processing Specialist responsible for managing the accurate preparation, review, and reconciliation of commission statements within a Medicare and Life insurance agency. This position requires prior commission accounting experience, a thorough understanding of Medicare and Life insurance products, and the ability to effectively resolve commission-related matters with agents and carriers. The ideal candidate will possess strong analytical skills, attention to detail, and a commitment to maintaining accuracy and compliance in all commission processes.

Key Responsibilities :

• Retrieve, prepare, and review commission statements from carrier portals with accuracy and timeliness.
• Reconcile commission data against agency records and identify, investigate, and resolve discrepancies.
• Serve as the primary point of contact for agents regarding commission inquiries, adjustments, and issues.
• Coordinate directly with insurance carriers to address and resolve commission-related matters.
• Maintain accurate commission records and support reporting, audits, and compliance requirements.
• Collaborate with Manager and team on projects to improve efficiency and accuracy within commission operations.
• Adhere to agency policies, carrier requirements, and regulatory standards at all times.

Qualifications :

Work Environment :

Top 3 Core Qualities :

1. Attention to Detail & Accuracy – Ensures commission statements, payments, and reconciliations are processed correctly and without error.

2. Industry Knowledge (Medicare & Life Insurance) – Strong understanding of commission structures, carrier processes, and agent expectations.

3. Communication & Problem-Solving Skills – Ability to explain commission issues clearly, resolve discrepancies, and maintain positive relationships with agents and carriers.

Secondary Qualities :