Commission Processor

Position Summary

The Commission Processor ensures the accurate and timely entry of commission data within the agency

management system, supporting financial accuracy, agent satisfaction, and operational efficiency. This role

requires strong attention to detail, solid accounting fundamentals, and the ability to validate and reconcile

commission-related information from multiple sources. The Commission Processor works closely with internal

teams and carriers to maintain high data integrity, correct and timely commission payments, and resolve

discrepancies promptly.

Essential Responsibilities

Commission Processing: 30%

• Locate policy records in the agency management system using policy numbers, insured name, or

address.

• Create new policy entries and update or correct policy terms as needed.
• Invoice commissions accurately using the correct percentages, splits, and transaction codes (e.g., new

business, endorsement, cancellation, reinstatement, renewal).

Reconciliation & Data Verification: 20%

• Obtain source documents and commission funding from relevant carriers or internal sources.
• Reconcile direct bill and account current statements to funding details.
• Compare entered data with source documents to verify accuracy.
• Identify and correct data entry errors or escalate discrepancies to the supervisor when necessary.

Documentation & Workflow Management: 10%

• Maintain logs of processed commission activities and completed work.
• Prepare required request forms and documentation for payments to carriers, insurers, and finance

companies.

• Store completed documents electronically in the appropriate locations following department

procedures.

Communication: 30%

• Communicate with carriers and agents to resolve commission-related concerns or discrepancies.

Other Duties: 10%

• Perform additional duties as assigned by the Commission Manager, Lead , or Company Leadership

Key Internal & External Customers

• External: Agents & Carriers
• Internal TWFG department teammates

Key Performance Indicators (KPls)

• Completion of assigned carrier commissions per each cycle
• Error rate below _5_%
• Response time to Carrier/agent inquiries within 24- 48 hours

Required Qualifications

Education & Experience

• High school diploma or equivalent required.
• Core Competencies

Preferred Qualifications

• Associate degree in Accounting, Business Administration, or related field preferred.
• 1-2 years of experience in accounting, bookkeeping, commissions processing, or data-entry roles (preferred)
• Strong accounting knowledge and understanding of basic reconciliation principles (highly preferred).

Core Competency (Examples Below)

Behavioral Competencies

• Pride and Ownership: Take Pride and Ownership in work you deliver
• Customer Service: Deliver personalized, friendly, engaging and timely service
• Dependability: Follows through on responsibilities and maintains consistent work quality.
• Teamwork: Work collaboratively with co-workers to ensure timely & accurate commission processing

Technical Competencies

• Accuracy & Attention to Detail: Maintains high standards when entering and reconciling data.
• Problem Solving: Identifies discrepancies quickly and take corrective action or escalation appropriately.
• Technical Proficiency: Uses systems, spreadsheets, and tools efficiently and effectively.
• Communications: Strong verbal and written communication skills using high emotional intelligence

when working with agents, carriers, and internal team members.

• High Volumes & Fast Pace: Comfortable handling high volumes of data in a fast-paced environment.
• Time Management: Prioritizes tasks to meet department deadlines and processing cycles.
• Adaptability: Shift priorities, manage multiple responsibilities, and adapt to changes quickly.

Work Environment & Physical Requirements

• Office setting, Standard office noise levels
• Ability to remain in a stationary position for prolonged periods
• Ability to operate a computer and standard office equipment
• Ability to lift to 10-20 lbs. (paper boxes, office supplies)
• Visual acuity required for reviewing financial data
• Work Schedule: Monday-Friday
• Set Agreed upon schedule - starting between 6 AM and 9 AM
• Overtime as required & approved

Equal Employment Opportunities

TWFG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.

This job description is not intended to cover all activities, duties, responsibilities and standards of the position and may change at any time with or without notice. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

TWFG (NASDAQ: TWFG) is a high-growth, independent distribution platform for personal and commercial insurance in the United States and represents hundreds of insurance carriers that underwrite personal lines and commercial lines risks. For more information, please visit twfg.com.

Pay: $20.00 - $22.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Work Location: In person