The Commission Supervisor is part of a top-tier finance, accounting and analytics team acting in support of our Life division. This individual should have high intensity and integrity, intellectual curiosity, demonstrated leadership abilities and a passion for excellence. The Commission Supervisor will have significant financial and accounting responsibilities.

Essential Functions:

  • Perform a variety of basic accounting tasks in accordance with standard procedures
  • Lead Commission Analysts training and monitor team’s daily workflow
  • Understand priorities and supervise Commission Analysts to accomplish tasks in a timely manner
  • Manage the commission reconciliation process on both carrier level and statement level
  • Communicate with insurance carriers regularly to streamline processes, ensure accuracy and resolve outstanding commission issues.
  • Working in conjunction with internal IT administrators and San Francisco operation team to resolve commission questions and concerns in a timely and accurate fashion.
  • Maintain and review division’s account receivable reports
  • Verify and request all essential documents for each carrier, update them as needed
  • Assist Director of Revenue Accounting during the monthly closing process
  • Provide appropriate reports as requested
  • Maintain open lines of communication between upper management and CAs
  • Support the development of the firms’ proprietary revenue tracking system
  • Research aged policies

Additional Responsibilities:

  • Perform other duties as assigned from time to time by superiors

Knowledge, Skills, and Abilities:

  • Experience with Microsoft Office Suite and the ability to learn proprietary computer systems needed.
  • Knowledge of insurance commissions is a huge plus.
  • High level of self-motivation; ability to accomplish goals independently
  • Results oriented & focused
  • Ability to thrive in both structured and unstructured environments
  • Strong attention to detail
  • Superior analytical and business judgment
  • Articulate and well-spoken; strong interpersonal, communication and presentation skills
  • Positive attitude and the ability to work well with others is needed

Training and Experience:

  • Two years of experience as a Supervisor
  • BA/BS required, preferably in Business or related field
  • Minimum of two (2) years of experience in accounting, finance or business analysis related positions