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Commission Processing Specialist

Commission Processing Specialist

vcfoThe Woodlands, TX, US
9 days ago
Job type
  • Full-time
  • Quick Apply
Job description

VCFO is an HR Consulting firm; we are recruiting for our client, FYM Financial LLC.

The Commission Associate is 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.

    • Work Environment :

  • In-office position, Monday through Friday, 8 : 00 AM – 5 : 00 PM.
  • Professional office setting with a collaborative and fast-paced work culture.

    • 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

  • Confidentiality & Integrity – Maintains strict discretion with financial and agent data.
  • Technical Proficiency – Skilled with commission portals, Excel, and agency

    • management / CRM systems.

  • Organizational Skills – Manages multiple carriers, deadlines, and reconciliations

    • efficiently.

  • Adaptability – Quickly adjusts to carrier updates, new processes, or changing

    • commission structures.

  • Analytical Thinking – Identifies trends and recurring issues to improve processes.
  • Team-Oriented Mindset – Works collaboratively with accounting, operations, and sales

    • departments.

  • Time Management – Prioritizes tasks effectively, especially during peak cycles like

    • AEP.

    Requirements

    Qualifications :

  • Required : Minimum of 2 years of prior experience as a commission associate within an

    • insurance agency environment.

  • Required : Comprehensive knowledge of Medicare and Life insurance products and

    • commission structures.

  • Strong analytical, reconciliation, and problem-solving skills.
  • Proficiency with Microsoft Excel and the ability to work with data files and reporting

    • tools.

  • Excellent verbal and written communication skills for professional interactions with

    • agents and carriers.

  • Highly organized with the ability to manage multiple priorities and meet deadlines with

    • accuracy.

    Benefits

    pre-tax medical, dental and vision.  Paid vacation time and sick time.

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    Processing Specialist • The Woodlands, TX, US