Apply on Employer Site

Prime Capital Financial · 21 hours ago

Insurance Commission Reporting Specialist

Overland Park, KS

Full-time

Onsite

Entry, Mid Level

2+ years exp

Prime Capital Financial is seeking an Insurance Commission Reporting Specialist responsible for managing the insurance commission reporting process. This role involves collaboration with Finance and Compliance teams to ensure accuracy in commission processing and reporting, along with maintaining detailed documentation and tracking systems.

Asset ManagementFinanceFinancial ServicesWealth Management

Hiring Manager

Amanda Dugger

Responsibilities

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

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

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

Qualification

Insurance commission reportingFinancial operationsMicrosoft ExcelInsurance products knowledgeFinancial reporting systemsAnalytical thinkingAccountabilityProcess improvementCommunication skillsOrganizational skillsCollaborationIntegrity