Insurance Commissions Specialist

About the role

Lion Street, an Integrity company, supports high-net-worth and business insurance markets with expertise in life insurance, wealth management, and financial planning. Located in Austin, Texas, Lion Street connects its network of independent firms and financial planners with the necessary financial products and resources to serve affluent clients. The company fosters collaboration among its network of professionals.

Job Summary

The Commissions Specialist assists with commission processing, data analysis, and financial reporting for Lion Street's Life and Institutional divisions. This role offers exposure to commission operations and financial analysis within the insurance and financial services industry.

Primary Responsibilities

• Aid in 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)
• 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
• Insurance or financial services internship or coursework

Why Lion Street?

• Entry-level friendly role with training and mentorship
• Opportunity to gain hands-on experience in commission operations and analytics

About Integrity

Integrity is a leading independent distributor of life, health, and wealth insurance products. With a focus on innovation, Integrity serves agents and clients through a broad range of products and services. The company is dedicated to helping people protect their life, health, and wealth, preparing them for future success.

Benefits

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSAs
• Life Insurance
• Short-Term and Long-Term Disability

About Integrity

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.