Insurance Commissions Specialist

Posted 6 Days Ago
Be an Early Applicant
Austin, TX, USA
In-Office
Entry level
Insurance • Professional Services • Software • Financial Services
The Role
Support commission operations for Life and Institutional divisions by processing commissions, reconciling sales data and cash receipts, maintaining commission databases, producing compensation reporting, collaborating with analysts and accounting, and resolving discrepancies.
Summary Generated by Built In

Insurance Commissions Specialist

Lion Street

Austin, TX

About Lion Street

Lion Street, an Integrity company, is a high-net-worth and business insurance market authority with expertise in sophisticated life insurance, wealth management and financial planning solutions. Based in Austin, Texas, Lion Street provides its elite network of independent firms and financial planning experts access to the financial products, intellectual capital and specialized resources needed to serve affluent clientele. Lion Street is strongly committed to building a highly collaborative network of financial professionals.

Job Summary

The Commissions Specialist is responsible for supporting the day-to-day compensation activities for the Lion Street Management Team, Affiliate Firms, and Institutional Agents. This role provides exposure to commission processing, data analysis, and financial reporting, and is ideal for someone looking to begin their career in commission operations or financial analysis within the insurance and financial services industry.

Primary Responsibilities:

  • Assist with commission processing for Life and Institutional divisions

  • Reconcile sales data with commission statements and cash receipts to ensure accuracy

  • Maintain, update, and validate commission databases and supporting documentation

  • Support internal and external reporting related to compensation and commissions

  • Collaborate with commissions analysts across divisions and accounting staff to ensure accurate revenue recognition and recording

  • Identify and help resolve discrepancies, escalating issues as needed

Primary Skills & Requirements:

  • Proficiency in Microsoft Excel (formulas, basic data analysis); advanced skills a plus

  • Strong attention to detail and commitment to accuracy

  • Effective written and verbal communication skills

  • Ability to work collaboratively in a fast-paced, deadline-driven environment

  • Strong analytical and problem-solving skills

  • Willingness and desire to learn new systems, processes, and industry concepts

Preferred Skills & Experience:

  • Bachelor’s degree in Finance, Accounting, Business, Analytics, or a related field (or equivalent experience)

  • Exposure to Business Intelligence tools such as Power BI or Tableau is a plus

  • Insurance or financial services internship or coursework preferred, but not required

Why Lion Street?

Entry-level friendly role with training and mentorship

Opportunity to gain hands-on experience in commission operations and analytics

Benefits Available

  • Medical/Dental/Vision Insurance

  • 401(k) Retirement Plan

  • Paid Holidays

  • PTO

  • Community Service PTO

  • FSA/HSA

  • Life Insurance

  • Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Skills Required

  • Proficiency in Microsoft Excel (formulas, basic data analysis)
  • Strong attention to detail and commitment to accuracy
  • Effective written and verbal communication skills
  • Ability to work collaboratively in a fast-paced, deadline-driven environment
  • Strong analytical and problem-solving skills
  • Willingness and desire to learn new systems, processes, and industry concepts
  • Bachelor's degree in Finance, Accounting, Business, Analytics, or related field (or equivalent experience)
  • Exposure to Business Intelligence tools such as Power BI or Tableau
  • Insurance or financial services internship or coursework
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The Company
29,757 Employees
Year Founded: 2006

What We Do

Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.

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