Agent Commission Specialist
6 days ago
Agent Commission Specialist
Duration:
6 Months Contract
Location:
Dallas, TX (onsite)
Key Responsibilities
Prepare and analyze agent commission reports on a weekly, monthly, and quarterly basis.
Validate commission calculations to ensure alignment with contractual agreements and policy terms.
Reconcile commission payments between internal systems and external agent statements.
Identify discrepancies, investigate root causes, and coordinate resolution with Finance and Sales.
Support audits and compliance reviews by maintaining accurate documentation of commission data.
Develop dashboards and performance reports to monitor agent payout trends and profitability.
Collaborate with the IT and Data teams to automate reporting processes and enhance system functionality.
Respond to agent and management inquiries regarding commission calculations, adjustments, and policies.
Ensure all reporting aligns with company policies, accounting controls, and regulatory requirements.
Qualifications
Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Minimum 3+ years of experience in commission reporting, compensation analysis, or financial analysis within the insurance industry.
Strong understanding of insurance products, policy structures, and agent compensation models.
Proficiency in Excel, Power BI, and/or SQL; experience with commission or policy administration systems preferred.
Excellent analytical, problem-solving, and communication skills.
Detail-oriented with the ability to manage multiple tasks and meet tight deadlines.
Preferred Skills
Experience in life, health, or property & casualty insurance environments.
Knowledge of commission automation tools such as Callidus, Xactly, or similar systems.
Familiarity with data reconciliation, variances, and exception reporting processes
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