Reconciliation Specialist

Employment Type: Full-Time | Hourly (Non-Exempt)

Idea Insurance Agency is seeking a detail-oriented and analytical Commission Reconciliation Specialist to join our Operations team. This role is responsible for managing commission processing, reconciliations, financial reporting, and payment accuracy for W-2 employees, 1099 agents, and partner agencies across multiple insurance product lines.

The ideal candidate thrives in a fast-paced environment, enjoys working with financial data, and has strong experience in reconciliation, reporting, and problem-solving.

• Process and reconcile commission payments for employees, independent agents, and sub-agencies.
• Investigate and resolve commission discrepancies and payment issues.
• Generate commission, production, and performance reports for leadership.
• Support agents with commission-related inquiries and carrier payment questions.
• Maintain accurate financial records and reconciliation documentation.
• Collaborate with Sales, Finance, Marketing, and Operations to ensure commission accuracy and timely payments.
• Utilize carrier portals, CRM systems, Excel, Quick Books, and reporting tools to manage commission operations.

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field required
  . Associate's degree in a related field will be accepted with a minimum of four (4) years of directly related professional experience in lieu of a bachelor's degree.
• 3+ years of experience in commission operations, financial reconciliation, accounting support, or insurance administration.
• Advanced Microsoft Excel skills.
• Experience with Quick Books, CRM platforms, carrier portals, and reporting systems.
• Exceptional attention to detail, analytical thinking, and organizational skills.
• Excellent communication skills and ability to manage multiple priorities.
• Willingness to work 100% on-site in the Orlando, FL area (please refrain from applying if not commutable)