Broker Clerical II: Advanced Admin & Commissions

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

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.