Commission Support Specialist

First Connect Insurance • Palo Alto, CA

9d • $60,000 - $70,000

About The Position

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 150 carriers, selling various insurance policies, including home, auto, small business, and more. We’re on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We’ve got thousands of active agents with hundreds joining monthly and we plan to accelerate our growth.

The Commission Support Specialist serves as the key coordinator between First Connect, insurance carriers, and our agents. This position will be the primary point of contact for all commission-related inquiries, ensuring the integrity of agent commissions through diligent data review and verification. This role requires a blend of investigative research, problem solving, and top-tier customer service. The ideal candidate thrives in a fast-paced environment and is motivated by both individual performance and team impact.

Requirements

• A self-starter who thrives with minimal supervision; must possess the "learning agility" to grasp new tools and complex processes quickly while independently navigating ambiguity.
• Basic experience in Microsoft Excel and navigating CRM systems and tools
• Highly organized and dependable, with strong follow-through and attention to detail.
• Proven ability to handle high-pressure situations
• Demonstrate the ability to problem solve and communicate effectively

Responsibilities

• Agent Inquiry Support: Serve as the primary contact for all commission-related questions. You’ll handle phone calls and emails, explaining commissions clearly and professionally.
• Discrepancy Resolution: Proactively identify, investigate, and resolve complex commission discrepancies.
• Carrier & Team Collaboration: Partner with internal team members and external insurance carriers to facilitate the processing of adjustments, missing payments, and account reconciliations.
• Support: Perform ad hoc assignments and projects assigned by management to support the team’s responsibilities and goals.
• Data Integrity: Maintain accurate records of adjustments and communications to ensure a transparent audit trail for all commission activities.

Benefits

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
• We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
• Equity - This position is eligible for equity compensation
• Training and Career Growth - Training and internal career growth opportunities
• Flexible Time Off - You know when and how you should recharge

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed