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Position Summary

The Assistant Director of Commissions supports the Director of Commissions in overseeing TWFG’s onshore and off‐shore commission operations to ensure accurate, timely completion for payroll cycles. This mid‐management role bridges responsibilities between Commission Manager and Director—driving daily production health, exception resolution, KPIs/reporting, controls, and staff development. Supervisory responsibility for the Commission Processors.

Essential Responsibilities

• Co‐manage daily processing priorities across on‐shore/off‐shore workgroups; monitor queues, throughput, and error rates. Review complex commission entries, reconciliations, sweep and direct‐bill logs; clear exceptions and elevate systemic issues. 30%
• Provide supervisory oversight for the Commission Processors, coaching and growing capability, complete performance reviews and development planning. Recruit, Interview and Train Commission Processors, building a comprehensive on-board training plan. Build training for current Processors, keep Standard Operating Procedures up-to-date and conduct QA spot checks. 20%
• Partners with carriers, agents, and internal stakeholders to resolve escalations rapidly and professionally. Drive process improvement, leveraging technology automation. Partnering closely with IT to identify business requirements, success measures, user acceptance testing and final approval to go live with enhancements. 20%
• Support pre‐close and close activities for commission cycles; serve as closing backup when delegated by the Director. 20%
• Prepare and deliver operational reports and close packs to Accounting; approve check print queues as delegated. 10%

Key Internal & External Partners (Example Below)

• Agents
• Carriers
• Internal TWFG stakeholders (Accounting, Payroll & IT)

Key Performance Indicators (KPIs) (Example Below)

• Cycle close timeliness
• Daily entry/reconciliation throughput vs. target
• Error/rework rate ≤ 5% target
• Reconciliation turnaround time ≤48-72 on average target days (varies by carrier)

Required Qualifications

Education & Experience

• Associate degree or higher (Bachelor Degree Preferred) in Accounting/Business
• 3–5+ years in insurance commission operations (agency or MGA), including direct‐bill and agency‐bill experience.
• 3+ years leading a team of commission processors or similar roles

Preferred Qualifications

• Technology process improvement experience, identify business requirements, success measures, user acceptance testing and final approval to go live with enhancements
• Insurance Agent or Agency experience a plus

Supervisory Responsibilities

• Commission Processors

Core Competency

Behavioral Competencies

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

Technical Competencies

• Team Leadership experience: focused on accountability, continuous improvement & growth.
• Relationship Management: Builds strong, trust‐based relationships with agency principals and producers. Uses regular engagement and consultative coaching to influence growth and performance.
• Communications: Strong verbal and written communication skills using high emotional intelligence when working with agents, carriers, and internal team members.
• Advanced Excel and Analytical Proficiency: comfort with high‐volume, fast‐paced environments.
• Technical Proficiency: Uses systems, spreadsheets, and tools efficiently and effectively.
• Accuracy & Attention to Detail: Maintains high standards when entering and reconciling data.
• 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.
• Problem Solving: Identifies discrepancies quickly and take corrective action or escalation appropriately.

Work Environment & Physical Requirements

• Office setting onsite
• 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
• Standard office noise levels
• Travel requirements

Work Schedule

• Work Schedule: Monday–Friday, 8:00 AM–5:00 PM
• Work Designation is an essential function of your position

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.

Disclaimer

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.