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Insurance Commissions Associate

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Raymond James

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Location:
United States , Saint Petersburg

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Process a range of specialized and non-standard transactions that usually require some research or investigation. Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to process all aspects of commissions for financial advisors.

Job Responsibility:

  • Acts as commission liaison between insurance carriers, financial advisors and sales management
  • Confirms proper posting of fees, commissions, reimbursements to commission systems and to general ledger, ensuring integrity ledger accounts
  • Prepares various journal entries, primarily commission postings and adjustments
  • Reconciles commission statements and commission related general ledger accounts
  • Utilizes reporting software to assist in reconciliations and problem resolution
  • Records, inputs and posts commission information from a variety of sources, including ACH’s and paper checks
  • Prepares advances and commission reversals
  • Remains current in operations policies and procedures
  • May train other associates
  • Performs other duties and responsibilities as assigned

Requirements:

  • High School diploma or equivalent with a minimum of two (2) years of Payroll or Commissions experience
  • Associate’s degree (A.A.) or equivalent from a two-year college or technical school and one (1) year related experience and/or training in Payroll or Commissions
  • Bachelor’s Degree Preferred
  • Knowledge of Accounting concepts, practices and procedures
  • Knowledge of Operations and systems of assigned functional area
  • Knowledge of Fundamental accounting concepts, practices, and procedures
  • Knowledge of Financial products
  • Skill in Operating standard office equipment and using required software applications, including general ledger and payroll software systems, including Microsoft Office Excel, Access and/or Crystal reporting
  • Skill in Preparing, processing and maintaining transaction documentation, files, and records
  • Skill in Gathering and compiling information
  • Skill in Responding appropriately to inquiries and dealing with complex transaction issues
  • Skill in Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines
  • Ability to Partner with other functional areas to accomplish objectives
  • Ability to Execute instructions and request clarification when necessary
  • Ability to Identify and resolve discrepancies
  • Ability to Communicate effectively, both orally and in writing, with all organizational levels
  • Ability to Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines
  • Ability to Provide a high level of customer service, primarily via telephone
  • Ability to Maintain strict confidentiality of commission records
  • Ability to Work independently as well as collaboratively within a team environment

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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