Manager Independent Agent Contracting & Commissions I

Primary Responsibilities:

• Directs the independent agent contracting process, including review of contracting requirements and completion of appointments, in accordance with regulatory and company requirements.


• Oversees commission hierarchy and debit balance management to ensure accurate and timely administration.


• Coordinates agent lifecycle activities, including level changes, hierarchy changes, appointments, administrative updates, and terminations.


• Ensures contracting and commission operations comply with state regulations, company policies, and contractual obligations through audits and quality reviews.


• Collaborates with marketing and field leadership to support agent recruitment, onboarding, retention, and relationship management.


• Coaches and develops team members while establishing and monitoring key performance metrics, including processing accuracy, turnaround time, and agency and national marketing organization satisfaction.


• Leads change management efforts related to procedures, technology enhancements, and evolving business needs while preparing team members for more complex, value-added responsibilities.


• Identifies and implements process improvements and efficiency gains within contracting and commission operations.


• Tracks departmental metrics, analyzes commission and contracting trends, and provides management reporting on operational performance.


• Processes state appointment and vendor invoices, monitors expenses, and reports budget variances as part of the budgetary process.

Knowledge and Requirements:

• Bachelor’s degree in business, management, or related field or equivalent work experience.


• 3-5 years of experience working with independent agent distribution, contracting, commissions, insurance operations, or a related business function.


• Actively pursues professional certifications or coursework in insurance operations, agent contracting, compliance, or related disciplines.


• Working knowledge of insurance producer licensing, appointment requirements, contracting documentation, commission administration, hierarchy structures, and related state regulatory obligations.


• Understanding of debit balance management processes, including commission repayment, recoupment, and roll-up decisions, with the ability to use sound judgment, discretion, and collaboration with marketing leadership and key stakeholders.


• Prior experience leading, coaching, training, or coordinating the work of others in a team or project environment.


• Strong communication and relationship management skills, with the ability to interact professionally with internal partners, field leadership, agencies, and national marketing organizations while balancing service, compliance, and business priorities.


• Ability to apply quality controls, documentation standards, audit practices, and operational reporting to support accurate, compliant, and efficient contracting and commission administration.


• Strong organizational, prioritization, accountability, and problem-solving skills, including proficiency with Microsoft Office and business systems used for workflow management, reporting, contracting, commissions, or related administrative processes.

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