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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in carrier commission reconciliation, direct bill processes, and receivables management, with a strong ability to analyze financial discrepancies and collaborate effectively across departments. Proficient in utilizing Applied EPIC to maintain accurate commission and policy data while driving operational excellence initiatives.
Highest-signal resume keywords
Carrier Commission ReconciliationDirect Bill ProcessesApplied EPICFinancial OperationsAnalytical Problem-Solving
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 AdministrationReceivables ManagementFinancial Transaction InvestigationAccount Current ReconciliationsData Discrepancy Identification
Soft Skills
Analytical SkillsOrganizational SkillsCommunication SkillsCollaboration SkillsOwnership Mindset
Tools & Technologies
Applied EPIC
Industry Keywords
Insurance OperationsAgency AccountingBrokerage OperationsCommission Payment DiscrepanciesOperational Excellence Initiatives
About the role
Key responsibilities & impact- Review and analyze carrier commission statements to identify missing, delayed, underpaid, or misapplied commission payments
- Compare expected commissions against payments received and investigate discrepancies
- Contact carriers directly to research payment activity, commission calculations, agency codes, and rate variances
- Drive collection efforts for outstanding carrier commissions and document recovery opportunities
- Monitor and prioritize aged or high-value commission discrepancies to maximize recovery
- Monitor cancellation reserve and at-risk account dashboards and validate outstanding receivable balances
- Research and resolve aging receivables with Accounting, Operations, and Client Service teams
- Provide findings and recommendations regarding payment ownership, balance corrections, and resolution paths
- Research direct bill suspense items and unrecorded commission transactions
- Ensure commissions are accurately reflected within agency management systems
- Identify policies on carrier statements that are not properly reflected in Applied EPIC and update records
- Process servicer changes, policy cancellations, non-renewals, bill mode corrections, and commission rate updates
- Develop and maintain relationships with carrier representatives to support payment research and issue resolution
- Coordinate with carriers to obtain documentation and route direct bill commission payments
- Provide Accounting teams with carrier statements, contacts, and supporting documentation
- Update commission rates and policy information in Applied EPIC based on carrier payment activity
- Identify root causes of payment and data discrepancies and recommend process improvements
- Assist in maintaining accurate revenue, commission, and policy data across operational systems
- Support cross-functional initiatives to improve direct bill workflows and financial controls
Requirements
What you’ll need- High School diploma required; Associate Degree or higher preferred
- 3-6+ years of experience in insurance operations, agency accounting, brokerage operations, commission administration, or financial operations
- Prior hands-on experience with carrier commission reconciliation, direct bill processes, and receivables management
- Strong experience working directly with insurance carriers to resolve commission payment discrepancies and billing issues
- Strong understanding of direct bill commission processes, carrier statements, account current reconciliations, and agency revenue flows
- Proven ability to investigate complex financial transactions and identify root causes of discrepancies
- Working knowledge of Applied EPIC
- Exceptional analytical, problem-solving, and organizational skills
- Strong communication skills with the ability to collaborate effectively across departments and with external carrier partners
- Ability to manage multiple priorities and drive issues through resolution with minimal supervision
- Demonstrated ownership mindset and willingness to work beyond transactional responsibilities to achieve business objectives
- Experience supporting operational excellence initiatives and cross-functional financial processes is preferred
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off
- Holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage