Broker Clerical II

LegalShield; Ada (OK); On-site; USD 40,000 - 56,000; Full time

Job summary

LegalShield in Ada, Oklahoma, is seeking a Broker Clerical II to perform advanced administrative and operational functions supporting broker services and employee benefits operations.

You will process broker agreements, commissions, changes, and revenue reporting, while maintaining accuracy, confidentiality, and autonomy in daily tasks. The role emphasizes strong communication, critical thinking, and teamwork within a fast-paced office environment.

Qualifications

• High school diploma or GED preferred.
• Experience processing broker or insurance-related agreements and commissions is preferred.
• Proficient with Microsoft Word, Excel, and PowerPoint.
• Strong typing and 10-key skills with high accuracy.
• Excellent written and verbal communication; ability to work independently.

Responsibilities

• Process Licensed Agent, Regional Broker, and National Broker Agreement setups.
• Prepare and distribute Commission Revenue Reports.
• Research and process Commission Adjustments and Commission Rebuilds.
• Process Broker of Record changes and monthly operational reports.
• Set up direct deposits and other broker administrative transactions.
• Identify discrepancies and resolve data issues with accuracy.
• Support escalated inquiries and operate within confidentiality guidelines.
• Provide day-to-day guidance to team members and assist leadership.

Skills

Communication

Time management

Attention to detail

Independent work

Education

High school diploma or GED

Tools

Microsoft Word

Excel

PowerPoint

10-key typing

Job description

## Broker Clerical IIApplylocations: Adatime type: Full timeposted on: Posted 2 Days Agojob requisition id: R0002796# **Job Summary:**Under moderate supervision, the Broker Clerical II performs advanced administrative and operational functions that support the organization's broker services and employee benefits operations. This position is responsible for processing broker and licensed agent agreements, commission adjustments, broker of record changes, acquisitions, revenue reporting, direct deposit setup, monthly reporting, and other specialized administrative functions. The Broker Clerical II independently manages complex work assignments while maintaining a high level of accuracy, organization, and confidentiality. This role serves as an operational resource for the department by assisting with escalated issues, supporting leadership initiatives, identifying process improvement opportunities, and providing day-to-day guidance to team members. The Broker Clerical II demonstrates strong communication, critical thinking, and time management skills while exercising sound judgment and maintaining autonomy in daily responsibilities# **Responsibilities:**# **Performance Outcomes** Communication and Customer Support * Receive inbound calls and emails while completing outbound calls and emails with associates, licensed agents, brokers, and internal business partners.* Research and resolve escalated questions related to broker servicing, commissions, and administrative processes.* Execute Acquisition Requests received from Broker Relationship Managers and Directors.* Maintain professional relationships while providing exceptional customer service. Administrative and Operational Responsibilities * Review and process Licensed Agent, Regional Broker, and National Broker Agreement setups.* Prepare and distribute Commission Revenue Reports.* Research and process Commission Adjustments and Commission Rebuilds.* Process Broker of Record changes.* Complete monthly operational and production reports.* Process direct deposit setup and other broker administrative transactions.* Identify discrepancies and resolve issues to ensure data accuracy.* Perform account research, follow-up, and other administrative responsibilities.* Complete special projects and other duties assigned by leadership. Team Support * Serve as a knowledgeable resource for Broker Clerical team members by providing operational guidance and assistance with daily workflows.* Assist with escalated calls, emails, and complex account research.* Partner with leadership to resolve operational issues and improve departmental processes.* Assist with production reporting and operational tracking.* Support departmental workflow and business continuity as operational needs require. *Education, Knowledge, and Experience** High school diploma, GED, or equivalent preferred.* Successful performance as a Broker Clerical I or equivalent experience performing progressively responsible clerical, administrative, or broker support functions.* Experience processing broker agreements, commissions, or similar administrative functions preferred.* Proficient in Microsoft Word, Excel, and PowerPoint.* Strong typing and 10-key skills.* Excellent written and verbal communication skills.* Strong organizational, analytical, and critical thinking abilities.* Ability to manage multiple priorities while maintaining a high degree of accuracy and confidentiality.* Ability to exercise sound judgment and work independently with minimal supervision.* Positive, professional attitude with the ability to collaborate effectively across departments.* Ability to adapt quickly in a fast-paced environment while maintaining attention to detail. FLSA StatusNon- Exempt Physical Requirements/ Work EnvironmentThe work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not required for this position.# **Additional Information:**# # **Location:**Ada# **Department:**9340 Business Solutions Sales Operations# **Time Type:**Full time