Commission Specialist, Finance & Banking

Commission Specialist

Our client located in Dallas, TX is hiring a Commission Specialist. This is anticipated to be a multi‑year contract opportunity that will be based in‑office.

Technology, Analytics

The Commission Specialist will support the Operations teams in the rollout and management of a commission system. The main responsibility is to ensure the accuracy of the commission processes across various products and carriers.

• Collect and verify data from multiple sources, ensuring accuracy and completeness.
• Format, modify, and convert data using Excel utilities and formulas as necessary.
• Input data into existing tools and systems for processing and analysis.
• Prepare and process commissions accurately and on time.
• Respond to inquiries regarding commission payouts and resolve issues promptly.
• Maintain payout grids and contract levels up‑to‑date.
• Investigate and resolve commission discrepancies with the contracting team.
• Gain a thorough understanding of commission structures and processes for different insurance carriers and products.
• Review monthly commission statements and reconcile data as needed.

• College Degree preferably in Finance, Business Administration, Mathematics, or Accounting.
• Minimum of 2 years of experience in data management, financial data review, or commission specialist roles.
• 2 years of accounting experience, preferably in life insurance or financial services.
• Proficiency in Excel, including creating and modifying spreadsheets and using formulas, lookups, and analysis.
• Proven ability to enter data accurately, validate work for precision, and analyze information effectively.
• Experience managing multiple projects and tasks, adapting to changing priorities seamlessly.
• Strong attention to detail with a commitment to self‑audit work for quality assurance.

• Opportunity to participate in a comprehensive benefit plan.
• Paid Time Off on an accrual basis and weekly direct deposit.
• Paid parking.
• Discounted lunch.

• Medical insurance.
• Vision insurance.

Location:

Dallas, TX

Employment type:

Contract

Seniority level:
Associate

Job function:
Accounting/Auditing

Industries:
Technology, Information and Media

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