About The Position

The Operations Coordinator supports accurate, efficient, and timely agent commissions, incentive payouts, billing, and payment processes. The role contributes to the daily execution and continuous improvement of the company’s operational workflows, collaborating with Operations, Sales, Sales Operations, and Finance. The position requires strong attention to detail, comfort working with data, organized documentation, and clear cross-department communication. It offers an opportunity to learn, grow, and contribute in a collaborative, positive, fast-moving environment that values innovation and operational excellence.

Requirements

  • 1–3 years of experience in operations, commissions, or financial administration.
  • Exceptional attention to detail and ability to identify and correct numerical or data inconsistencies.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Excel, including formulas, pivot tables, and lookups.
  • Excellent communication and relationship-building skills, with the ability to collaborate effectively across teams.
  • Strong organizational skills and ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • High integrity, discretion, and professionalism when handling sensitive financial information.

Nice To Haves

  • Insurance or financial services experience.
  • Associate’s or Bachelor’s degree in Business or a related field, or equivalent experience.

Responsibilities

  • Prepare and process agent commission payouts accurately and on schedule, in line with company policy.
  • Maintain the payout calendar, tracking timelines, approvals, and dependencies.
  • Validate data from CRM and financial systems for accuracy and consistency.
  • Reconcile payments against sales and billing records and promptly resolve discrepancies.
  • Run recurring data scrubs to identify duplicates, setup errors, and misaligned data before payouts.
  • Partner with Sales Operations on commission setup best practices.
  • Improve reporting, automation, and documentation.
  • Partner with Sales Operations on the launch and delivery of agent incentive programs.
  • Deliver data pulls and tracking to measure program results, which vary by partner and product.
  • Process incentive payouts accurately and on time.
  • Research and resolve questions and disputes about program results and payouts.
  • Maintain an incentive calendar and clear records for every program.
  • Standardize templates and documentation to help new programs launch smoothly.
  • Maintain data accuracy and consistency across CRM systems and operational databases.
  • Track, monitor, and report on metrics related to incentives, billing performance, and operational efficiency.
  • Partner with cross-functional teams to ensure clear communication and alignment on processes.
  • Provide administrative and analytical support for department initiatives, special projects, and process improvement efforts.

Benefits

  • Company-paid health, dental, life, and disability insurance.
  • 401(k) with employer match.
  • Opportunity for professional development.
  • Work-from-home allowance and support.
  • Positive work environment.
  • Remote, office-based flexibility within the United States of America.
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