Job Description

Commission Specialist

- long term contract (12+ months)

- Onsite in Dallas TX

- Competitive Pay

The Commission Specialist role will support the Operations teams supporting various aspects of a commission system rollout. Support will include entering/updating data from various sources into existing tools and systems and troubleshooting and reconciliation of data sources. This role will be responsible for reviewing, formatting/modifying, and entering data into systems or databases.

Primary Responsibilities

• Collect data from various sources, such as reports, databases, etc., ensuring completeness and accuracy of data.
• Convert, format and/or modify data, as needed, using tools and Excel utilities and formulas.
• Load data into tools or systems to process data for analysis.
• Commissions preparation and processing.
• Field and answer questions relating to commission payouts.
• Maintain payout grids and contract levels.
• Research exceptions with contracting team.
• Research and understand the commission structure and processes for multiple insurance carriers and products.
• Gather and review monthly commission statements for multiple insurance carriers.
• Resolve agent commission discrepancies.

Position Requirements

• Minimum of 2 years of experience in a similar data entry, data review and/or commission specialist role.
• 3-5 years accounting experience, insurance or financial services preferred.
• Advanced level Excel skills are required, expert level skills preferred.
• Demonstrated expertise in entering information into administrative or financial systems, validating personal work for accuracy, drawing logical conclusions, and identifying next steps.
• Experience reporting on information in excel, creating spreadsheets and modifying existing spreadsheets updating formulas, etc.
• Must be able to change priorities as needs arise, keep track of different projects or assignments and transition between those assignments with ease and create/ use personal tracking on these tasks.
• Excellent attention to detail and self-auditing of work completed.
• Highly motivated problem solver, self-starter who is adaptable to changes in business needs and direction.

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