Commission Information Specialist

GeneralGeneralFull TimeRemoteSeniorTeam 201-500Since 1984H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

3 days ago

Salary

$21 - $28 / hour

Seniority

Senior

High SchoolEnglish

Job Description

Commission Information Specialist

Warner Pacific Insurance Services

• Administer spreadsheet of all carrier portals and websites and corresponding password and login information for each • Using daily EFT download from the bank and check deposit data identify commissions received • Download/account for all commission statements from carrier portals, efaxes, emails and US mail, making sure they are electronically saved to the proper directory • Investigate missing or unidentified statements • Prepare assigned statements into necessary excel format for revenue coding and broker commission payments • Load data into Stateable system • Communicate with carrier representatives regarding missing statements • Track and quantify open support tickets with 3rd party vendor • Assist with special projects as assigned

Job Requirements

  • Minimum of a High School Diploma, GED or equivalent
  • Excellent customer service skills
  • Excellent written and oral communications skills
  • Ability to prioritize work effectively
  • Ability to work independently and as part of a team
  • Ability to be an analytical thinker with attention to detail
  • The ability to think objectively and demonstrate sound judgement
  • Strong ethical standards with high level of integrity
  • Ability to coordinate with computer programmers and work through system logic
  • Computer literacy with proficiency in the Microsoft Office suite and emphasis on advanced Excel (pivot tables, v-lookups)
  • Knowledge of Sage Intacct and advanced Microsoft Excel skills a plus
  • Ability to site for long periods of time, lift a minimum of 5 lbs, file, stand, bend, reach, pull

Benefits

  • merit increases
  • paid holidays
  • Paid Time Off
  • medical
  • dental
  • vision
  • short- and long-term disability benefits
  • 401(k) + match
  • life insurance

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