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Commission Specialist (Contract)

Dallas, TX 75202

Category: Other Area(s) Job Number: 42137 Location Requirements: On-Site

Job Description

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.

Meet Your Recruiter

Melissa Fyffe

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