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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commission administration, including the reconciliation of commission statements and management of commission processes. Proficient in maintaining accurate records and collaborating with finance and sales teams to ensure compliance and efficiency.
Highest-signal resume keywords
Commission AdministrationAccounting Software ExperienceAnalytical SkillsMicrosoft Office Suite ProficiencyCustomer Service Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commission ReconciliationCommission Statement PreparationData AnalysisFinancial ReportingPayment Processing
Soft Skills
Attention to DetailProblem-Solving SkillsVerbal CommunicationWritten CommunicationInterpersonal Skills
Tools & Technologies
Commission Management SystemsMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint
Industry Keywords
Financial ComplianceCommission ProcessesBroker RelationsSales SupportAccounting Principles
About the role
Key responsibilities & impact- Oversee the monthly loading and maintenance of carrier commission statements within the commission database
- Reconcile commission statements for accuracy, completeness, and proper allocation of commission earnings
- Prepare and distribute commission statements for internal sales representatives and external brokers
- Conduct audits and reviews of commission calculations and payments
- Research, resolve, and respond to commission-related inquiries
- Monitor commission processes and recommend improvements to efficiency, accuracy, and reporting
- Maintain accurate commission records and supporting documentation in accordance with company policies and regulatory requirements
- Collaborate with accounting, finance, and sales teams on commission-related matters
- Serve as primary contact for external brokers, carrier partners, and internal sales representatives regarding commission payments, adjustments, reconciliations, and inquiries
- Communicate with external clients, brokers, and business partners to resolve issues and provide updates
- Build and maintain relationships with brokers, carriers, and internal stakeholders
- Manage the end-to-end premium and commission payment process, including receiving client premium payments, remitting funds to insurance carriers, and paying commissions and overrides
- Support brokers and Third-Party Administrators regarding payment schedules, commission calculations, and payment accuracy
- Perform other duties and special projects as assigned
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance, Business Administration, or a related field; or equivalent combination of education and relevant work experience
- Prior experience in commissions administration, accounting, finance, payroll, or a related role preferred
- Strong analytical and problem-solving skills with a high level of accuracy and attention to detail
- Excellent verbal and written communication skills
- Proficiency with Microsoft Office Suite, including Excel, Word, and PowerPoint
- Experience working with commission management systems, accounting software, or databases preferred
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Demonstrated ability to communicate professionally with external clients, brokers, carriers, and internal stakeholders
- Strong interpersonal and relationship-management skills with the ability to handle sensitive financial matters with professionalism and discretion
- Customer service experience and the ability to resolve inquiries in a timely, accurate, and professional manner
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
