Accountant/Data Analyst

Avocado VA Inc.; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Avocado VA Inc. is seeking a detail‑oriented Insurance Commission Accountant to download, reconcile and match carrier and FMO statements to policies, members, and agents.

You will compute monthly agent/rep commissions using CRM data, identify discrepancies, and coordinate follow‑ups with carriers and FMOs. The role requires 2+ years in insurance commission accounting, strong Excel/Power Query skills, and experience with HubSpot or similar portals.

Qualifications

• 2+ years of insurance commission accounting (agency, FMO/IMO or carrier side). US health or Medicare commissions strongly preferred.
• Strong Excel and data skills (required).
• Power Query: combining multiple CSV/Excel statement files from a folder, cleaning and transforming data, refreshing queries
• Pivot tables: summarizing by carrier, agent, product and month; tying totals back to source
• Lookups (XLOOKUP / INDEX-MATCH, SUMIFS) and working comfortably with large files
• Experience reconciling policy-level data (policy/member IDs, effective dates, paid-through dates, chargebacks)
• Familiarity with a CRM (HubSpot preferred) and carrier/agent portals
• Very good written English for email follow-ups with US carriers and agents
• Organized and reliable with recurring deadlines; documents your work so others can follow it

Responsibilities

• Commission reconciliation: download and process carrier and FMO commission statements and match paid commissions to policies, members and writing agents.
• Sales rep commissions: calculate monthly commissions for ACA/OBC and DVH lines using CRM deal data, including new vs. renewal business, chargebacks and AOR changes.
• Discrepancy follow-up: identify missing, short-paid or misattributed commissions and follow up with carriers and FMOs until resolved.
• Independent agent program: prepare monthly override/IA computations, invoices and payouts from portal reports.
• Data consolidation: maintain consolidated commission workbooks (multi-carrier, multi-month, 30,000+ rows) and keep them reconciled to source statements.
• QuickBooks Online: create invoices, record payments and support monthly closing for related entities.
• Reporting: produce monthly commission summaries and P&L inputs for management.

Skills

Excel

Power Query

Pivot tables

Lookups (XLOOKUP/INDEX-MATCH/SUMIFS)

HubSpot familiarity

Tools

HubSpot

Carrier portals

Job description

Commission reconciliation: download and process carrier and FMO commission statements (e.g. Messer, Community Health Choice, UHC, Aetna, Ambetter, Oscar, Cigna, Ameritas) and match paid commissions to policies, members and writing agents.

Sales rep commissions: calculate monthly agent/rep commissions for ACA/OBC and Dental-Vision-Hearing (DVH) lines using CRM deal data (HubSpot), including new vs. renewal business, chargebacks and AOR changes.

Discrepancy follow-up: identify missing, short-paid or misattributed commissions and follow up with carriers and FMOs until resolved.

Independent agent program: prepare monthly override/IA computations, invoices and payouts from portal reports.

Data consolidation: maintain consolidated commission workbooks (multi-carrier, multi-month, 30,000+ rows) and keep them reconciled to source statements.

QuickBooks Online: create invoices, record payments and support monthly closing for related entities.

Reporting: produce monthly commission summaries and P&L inputs for management.

What we’re looking for

2+ years of insurance commission accounting (agency, FMO/IMO or carrier side). US health or Medicare commissions strongly preferred.

Strong Excel and data skills (required):

Power Query: combining multiple CSV/Excel statement files from a folder, cleaning and transforming data, refreshing queries

Pivot tables: summarizing by carrier, agent, product and month; tying totals back to source

Lookups (XLOOKUP / INDEX-MATCH, SUMIFS) and working comfortably with large files

Experience reconciling policy-level data (policy/member IDs, effective dates, paid-through dates, chargebacks)

Familiarity with a CRM (HubSpot preferred) and carrier/agent portals

Very good written English for email follow-ups with US carriers and agents

Organized and reliable with recurring deadlines; documents your work so others can follow it

Nice to have

Knowledge of ACA/Marketplace, Medicare Advantage or ancillary commission structures (overrides, AOR rules, chargebacks)

Power Pivot / data models or Power BI

Experience with US payroll or sales tax