Talent.com
Commission Processing Specialist

Commission Processing Specialist

vcfoShenandoah, TX, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 :

  • Required : Minimum of 2 years of prior experience as a Commission Processing Specialist 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.

    • 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
    • serp_jobs.job_alerts.create_a_job

    Processing Specialist • Shenandoah, TX, United States