Commissions Processor, Highland Capital Brokerage

Finance & Accounting Opportunity in Financial Services

Commissions Processor, Highland Capital Brokerage

Location: 3535 Grandview Parkway, Suite 500, Birmingham, AL 35243

Role Type: Full-time

Salary: $38,000 - $40,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

We are seeking a detail-oriented and proactive Commissions Processor to join our team at Highland Capital Brokerage. This role supports accurate and timely commission payments for agents and HCB, and collaborates closely with management, brokerage firms, brokers, and carriers. The ideal candidate is professional, analytical, team-oriented, and excels at meeting deadlines. Strong Excel skills are required, and experience with BGA/IMO operations is a significant plus.

Education Requirements:

• Bachelor's degree in finance or related field preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

• Support the commission team in processing payments and maintaining accurate records.
• Assist with internal and external commission inquiries and escalations.
• Perform research on complex commission issues under the guidance of senior staff.
• Process commission payments for brokers and ensure timely reporting from carriers.
• Conduct weekly, monthly, and quarterly analysis of commissions received versus expected.
• Perform data entry that serves as the basis for revenue recognition and calculations.
• Build and maintain professional relationships with management and staff of HCB firms.
• Act as a liaison between HCB firms, IAB brokers, independent brokers, and insurance carriers.
• Provide courteous, accurate, and responsive service via phone, email, or in-person interactions.
• Maintain quality review of all processed work and assist in continuous process improvement.
• Collaborate with other departments and field staff, providing information and proactive updates as needed.
• Participate in ongoing professional development and training opportunities.
• Perform other duties as assigned to support team and department goals.

Basic Requirements:

• 3+ years of experience in life/annuity insurance, banking, brokerage, or call center environments preferred.
• Strong knowledge of Microsoft Office, particularly Excel.
• Experience with BGA/IMO operations is a plus.

Skills and Attributes:

• Strong interpersonal and customer service skills
• Strong oral and written communication
• Analytical and problem-solving abilities
• Team-oriented with a positive attitude
• Ability to multitask and prioritize effectively
• Willingness to assist the team in achieving overall success