Assistant Director of Commissions

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 payrollcycles. 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. 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. Leverage AI for continuous process improvement and to automate processes 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 Agents Carriers Internal TWFG stakeholders (Accounting, Payroll & IT) Key Performance Indicators (KPIs) 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) Education & Experience Associate degree or higher (Bachelor Degree Preferred) in Accounting/Business 3+ 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 Strong Artificial Intelligence (AI) experience with process improvement 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 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 .

Pay:

$100,000.00 - $115,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Referral program Retirement plan Tuition reimbursement Vision insurance Application Question(s): Please answer all questions. Only candidates who answer all questions will be considered. This position is based on-site in The Woodlands, Texas office Monday-Friday. Are you looking for a 5 day on site position?

Yes / No

How many years of experience do you have working in insurance commission operations (agency or MGA environment)? How many years of experience do you have working with both agency bill and direct bill commissions? Which of the following people management responsibilities have you personally owned? (Denote all that apply) Performance reviews Coaching and corrective feedback Training and onboarding Workforce prioritization / queue management None of the above How comfortable are you reviewing and approving complex commission entries, reconciliations, sweep logs, and exception items? Not comfortable Some exposure Comfortable with oversight Subject matter expert Have you been responsible for monitoring KPIs such as throughput, error rates, or close timeliness and taking corrective action when targets were missed?

Yes / No

How have you leverage AI to improve processes? Please provide examples. This role is a hands on operational leadership position, not purely strategic. Are you willing to be directly involved in daily production, exception resolution, and close support when needed?

Yes / No

Standard work hours are 8:00 AM - 5:00 PM, with potential flexibility after 90 days based on leadership approval. Are you comfortable with this schedule?

Yes / No

Are you currently authorized to work in the United States for any employer?

Yes / No

This position does not offer employment based visa sponsorship now or in the future. Will you require visa sponsorship (e.g., H 1B, TN, E 3) at any time to work in the United States?

Yes / No

Do you prefer structured, predictable work or fast moving, deadline driven work? Structured & Predictable / Fast Moving & Deadline Driven Have you supported or led weekly, monthly, or quarterly commission close cycles with strict payroll or accounting deadlines?

Yes / No

Have you directly partnered with Accounting, Payroll, IT, carriers, or agents to resolve escalations or close cycle issues? Yes /

No Work Location:

In person