Commissions Specialist

OneDigital • KTB Berwyn, PA

12d

About The Position

The Commissions Specialist supports commission processing and administrative operations for OneDigital’s Employee Benefits business. The role enters and reconciles group commission data in the SPARC CRM system, troubleshoots payment issues, assists with case approvals and commission statement filing, and maintains broker and carrier records, access, and communications. It also supports recurring reports, correspondence, mail distribution, and other office tasks as assigned.

Requirements

• High school diploma and/or GED equivalent.
• Minimum of 1–2 years of relevant administrative experience, preferably in a broker or agency setting.
• Demonstrated PC proficiency in an MS Office environment.
• Proven knowledge and ability to work extensively with Excel.
• Demonstrated customer service orientation.
• Proven ability to communicate effectively verbally and in writing.

Nice To Haves

• Experience with insurance carriers and products is desired.

Responsibilities

• Enter group commission data and statements into the SPARC CRM system.
• Reconcile commission data to ensure it is accurate and error-free.
• Troubleshoot issues relating to group commission payments and respond directly to agents and/or other office management representatives.
• Assist with approving and merging cases and splits.
• Assist with e-filing commission statements.
• Identify IBC and AmeriHealth winning and losing BORs.
• Identify agents and brokers on carrier lists as needed.
• Distribute carrier renewals and correspondence as needed.
• Update SPARC CRM with broker partners’ licenses and E&O insurance.
• Maintain the process for reviewing the HHS OIG list.
• Process carrier appointment paperwork for broker partners.
• Maintain carrier portal access for internal staff and broker partners, when applicable.
• Develop and maintain communications among internal agents and broker partners.
• Participate in maintaining and updating the SPARC CRM system.
• Assist with the monthly lost business report.
• Prepare the monthly professional services spreadsheet.
• Assist with sorting and distributing daily mail.
• Scan and email incoming commission checks and statements.
• Sort and distribute carrier notices.
• Perform other duties as assigned.

Benefits

• Eligible employees are offered health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses per company policy.
• Employee perks and discounts.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED