Insurance Commissions Specialist

Location: Austin, TX, United States

Company

Lion Street, an hirify.global company, provides life insurance, wealth management, and financial planning products and resources to independent firms and financial professionals serving affluent clients.

What you will do

• Assist with commission processing for the 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 compensation and commission reporting.
• Collaborate with commissions analysts and accounting staff on revenue recognition and recording.
• Identify, investigate, and escalate commission discrepancies.

Requirements

• Proficiency in Microsoft Excel, including formulas and basic data analysis.
• Strong attention to detail, analytical ability, and problem-solving skills.
• Effective written and verbal communication skills.
• Ability to work collaboratively in a fast-paced, deadline-driven environment.
• Willingness to learn new systems, processes, and insurance industry concepts.

Nice to have

• Bachelor’s degree in Finance, Accounting, Business, Analytics, or a related field, or equivalent experience.
• Exposure to Power BI or Tableau.
• Insurance or financial services internship experience or coursework.

Culture & Benefits

• Entry-level-friendly role with training and mentorship.
• Hands-on experience in commission operations and analytics.
• Medical, dental, and vision insurance.
• 401(k) retirement plan, paid holidays, PTO, and community service PTO.
• FSA/HSA, life insurance, and short-term and long-term disability coverage.