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

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
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 sit for long periods of time, lift a minimum of 5 lbs, file, stand, bend, reach, pull

Commission Information Specialist

About this role