Willenborg Wealth Management is seeking an Insurance Commissions Associate to manage commission processing for financial advisors in a remote setting. The role requires experience in payroll or commissions, along with strong organizational and communication skills
Job Summary
Process a range of specialized and non-standard transactions that usually require some research or investigation.
Acts as commission liaison between insurance carriers, financial advisors and sales management, confirming proper posting of fees and commissions.
Utilizes reporting software to assist in reconciliations and problem resolution, and maintains strict confidentiality of commission records.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking an Insurance Commissions Associate to manage commission processing for financial advisors in a remote setting. The role requires experience in payroll or commissions, along with strong organizational and communication skills.
Skills & Requirements
Must-have
Process commissions for financial advisors
Reconcile commission statements
Prepare journal entries
Liaise with insurance carriers and advisors
Utilize reporting software
Nice-to-have
Partner with other functional areas
Provide high level of customer service
Maintain strict confidentiality
Work independently and collaboratively
Key Requirements
Minimum 2 years of Payroll or Commissions experience
Associate's degree or equivalent with 1 year related experience
High School diploma or equivalent with 2 years experience