Insurance Commission Reporting Specialist

7 days ago

Overland Park, Kansas, United States Prime Capital Financial Full time $60,000 - $90,000 per year

Overview:

The Insurance Commission Reporting Specialist is responsible for managing the insurance commission reporting process for Prime Capital Financial. This position serves as a key liaison between the Finance Department and Compliance teams, ensuring accuracy and efficiency in insurance commission processing, advisor payouts, and associated reporting.

Key Responsibilities:

Commission Reporting & Processing

  • Prepare and reconcile insurance commission reports received from
  • carriers and vendors.
  • Review and validate commission data to ensure accuracy before
  • processing payments.
  • Collaborate with the Finance team to provide all necessary data for
  • commission payouts.
  • Track and investigate discrepancies, missing data, or inconsistencies in
  • carrier reports.
  • Maintain detailed commission logs, documentation, and tracking systems
  • for audit readiness.

Cross-Department Collaboration

  • Serve as a primary point of contact between Finance, Compliance, and
  • Advisor teams regarding insurance commission questions and reporting
  • timelines.
  • Provide timely responses and resolution to advisor commission inquiries.
  • Partner with the Director of Finance to continuously improve commission
  • tracking and reporting processes.

Data Integrity & Reporting

  • Maintain commission reporting dashboards, summaries, and reports for
  • internal stakeholders.
  • Identify and implement process improvements to enhance reporting
  • accuracy and timeliness.
  • Ensure all commission activities align with firm compliance and financial
  • policies.

Qualifications

Required:

  • 2+ years of experience in insurance commission reporting, carrier reconciliation,
  • or financial operations.
  • Strong knowledge of insurance products, carriers, and commission structures.
  • Exceptional attention to detail and accuracy in financial data.
  • Proficiency in Microsoft Excel and financial reporting systems.
  • Excellent communication and organizational skills.

Preferred:

  • Bachelor's degree in Finance, Accounting, Business Administration, or related
  • field.
  • Experience within an RIA, broker-dealer, or insurance/financial services firm.
  • Familiarity with insurance licensing and registration requirements.

Key Competencies:

  • Analytical Thinking: Ability to interpret financial data and resolve discrepancies
  • efficiently.
  • Accountability: Takes ownership of deliverables and deadlines.
  • Collaboration: Works effectively across Finance and Compliance teams.
  • Process Improvement: Continuously seeks to enhance operational accuracy
  • and efficiency.
  • Integrity: Maintains confidentiality and adheres to compliance standards.

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