Job Description

About Us

Agility Insurance Services is a premier Field Marketing Organization (FMO) specializing in Medicare, life, and health insurance products. We provide best-in-class support, training, and resources to independent agents and agencies, empowering them to succeed in a competitive marketplace. Our team is driven by innovation, precision, and a commitment to operational excellence.

The Commissions Processing Analyst plays a critical role in ensuring the accuracy, integrity and timeliness of commission payments. This role goes beyond processing by incorporating analysis, reconciliation, and process optimization across multiple data sources and systems. As a key cross-functional partner, you will work closely with Contracting, Accounting, and Sales teams to validate commission structures, resolve discrepancies, and provide actionable insights that support financial accuracy and business performance.

Requirements

Key Responsibilities

Commission Data Analysis & Management

• Collect, validate, and analyze commission, bonus, and override data from carriers and internal systems
• Ensure data accuracy, completeness, and alignment across multiple sources
• Identify trends, inconsistencies, and opportunities for process improvement

Calculations & Reconciliation

• Perform complex commission and override calculations using established rate structures
• Investigate variances and resolve discrepancies in commission payments
• Reconcile commission data in partnership with Contracting and Accounting teams

Cross-Functional Collaboration

• Work closely with Contracting to ensure agent and agency records are accurate and up to date
• Validate commission schedules against contractual agreements
• Support special compensation arrangements and provide analytical insights

Reporting & Insights

• Analyze commission trends, variances, and financial impacts
• Provide insights to stakeholders to support decision-making and operational improvements

Accounting & Compliance Support

• Partner with Accounting on month-end close and financial reporting processes
• Support audits and compliance reviews with detailed documentation and analysis
• Recommend and implement enhancements to strengthen and efficiency

Qualifications

Education & Experience

• Associate or Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred (or equivalent work experience) experience
• 2–4 years of experience in commissions processing, financial analysis, accounting, or a related analytical role
• Experience with Microsoft Excel (formulas, spreadsheets, data organization)
• Willingness to learn commission structures, reconciliation processes, and internal systems
• Strong attention to detail with the ability to work accurately in a fast-paced environment

Technical Skills:

• Proficiency in Microsoft Excel (spreadsheets, formulas, data organization)
• Comfortable working with data and learning new systems and tools
• Familiarity with commission or accounting systems is a plus, but not required

Core Competencies

• Strong attention to detail and commitment to accuracy
• Willingness to learn and take on new responsibilities
• Good organizational and time management skills
• Ability to follow processes and meet deadlines
• Clear communication skills and ability to work well with team members
• Professionalism and discretion when handling sensitive information

What We Offer

• Comprehensive base salary: $50,000-$70,000 (based on experience)
• Performance-based incentive opportunities
• Comprehensive benefits package (medical, dental, vision, paid time off, 401(k), etc.)
• Professional development and career growth opportunities
• A collaborative and supportive team environment
• The opportunity to drive impact through data accuracy and process improvement
  

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Agile People and Payroll provides equal employment opportunities to all applicants, without regard to unlawful considerations of or discrimination against race, religion, creed, color, nationality, sex, sexual orientation, gender identity, age, ancestry, physical or mental disability, medical condition or characteristics, marital status, or any other classification prohibited by applicable local, state, or federal laws. Agile People and Payroll may obtain a ‘consumer report’ about you from a consumer reporting agency for employment purposes. A ‘consumer report’ is a background screening report that may contain information regarding your criminal history, driving history, and information about you.