Finance Specialist

Company Description Gruening Health & Wealth is an independent Medicare and retirement agency that represents highly competitive Medicare companies to offer customers some of the best products available in the industry. The organization focuses on helping individuals understand their options and select Medicare plans that fit their healthcare and financial needs. By remaining independent, Gruening Health & Wealth provides unbiased guidance and access to a broad range of carriers and plan types. Team members contribute directly to improving clients’ long-term health and financial security through clear, personalized support.

Role Description The Finance Specialist is responsible for ensuring the accurate and timely processing of

insurance commissions for agents. This role manages commission statements, reconciles

carrier payments, researches discrepancies, and maintains detailed financial records. The ideal

candidate is highly organized, analytical, and able to manage multiple deadlines while

maintaining a high level of accuracy.

Key Responsibilities

Commission Processing

• Locate and retrieve commission statements and payout data across various insurance carrier portals.
• Process and reconcile incoming carrier statements against internal CRM data to verify payout accuracy.
• Calculate and distribute accurate agent commission payments, overrides, and split structures according to company policies and compensation agreements.
• Monitor pending commissions, chargebacks, and adjustments to analyze lapse trends and protect agency revenue.

Dispute Resolution & Communication

• Serve as the primary point of contact for agents regarding all commission and payout inquiries, providing clear, empathetic, and timely resolutions.
• Research and resolve complex commission-related issues by communicating directly with insurance carriers, internal staff, and agents.
• Manage the commission dispute process, tracking down missing payments from carriers and resolving discrepancies for internal and external agents.

Reporting, Compliance & Systems

• Maintain accurate, organized commission records, and documentation.
• Prepare comprehensive commission and revenue reports for leadership and the accounting team.
• Ensure all commission processing strictly complies with company policies and ever-changing CMS (Medicare) regulations.
• Optimize commission tracking software to automate workflows, reduce manual data entry errors, and identify opportunities for procedure improvements.
  

Cross-Functional Finance & Admin Support

• Provide administrative and analytical support for broader accounting and operations tasks as needed.
• Maintain absolute confidentiality of sensitive financial, employee, and client information.

Qualifications

• Strong analytical skills with the ability to interpret data, identify trends, and support decision-making.
• Foundational knowledge in finance, including budgeting, forecasting, and financial modeling.
• Experience working with financial statements, including income statements, balance sheets, and cash flow reports.
• Accounting skills, including account reconciliation, journal entries, and adherence to accounting principles.
• Effective communication skills to explain financial concepts clearly to colleagues and clients.
• Proficiency with spreadsheet and financial software tools (e.g., Excel, accounting systems).
• Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent practical experience.
• Attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
• Experience in insurance, Medicare, or retirement planning is beneficial but not required.