Commission Information Specialist

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🏄 California – Remote

🏄 California – Remote

💵 $21 - $28 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Warner Pacific Insurance Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1984

⚕️ Healthcare Insurance

🤝 B2B

💳 Fintech

💰 Private Equity Round on 2022-01

Healthcare Insurance • B2B • Fintech

Warner Pacific Insurance Services is a full-service general agency that provides a range of insurance services to brokers and businesses. They assist clients with quoting, underwriting, and enrollment, while also offering technology solutions and compliance resources. With strong relationships with various insurance carriers, they aim to match clients with suitable plans and support their business growth through personalized service and tools.

📋 Description

• 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

🎯 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