Commissions & CRM Data Specialist

OneDigital; Berwyn (PA); On-site; USD 28,000 - 32,000; Full time

Job summary

OneDigital is seeking an Administrative Specialist to support the Employee Benefits team in Berwyn, PA. The role focuses on data entry, reconciliation, and coordination with brokers and agents to ensure accurate commission processing.

You will handle SPARC CRM data, assist with case approvals, and maintain carrier communications, while providing strong customer service and effective written and verbal communication.

Qualifications

• High School diploma or GED equivalent required.
• Minimum of 1–2 years of administrative experience, preferably in a broker or agency setting.
• Proven PC proficiency in an MS Office environment; strong Excel skills.
• Demonstrated customer service orientation and ability to communicate effectively, verbally and in writing.
• Experience with insurance carriers and products is desirable.

Responsibilities

• Enter group commission data/statements into SPARC CRM System.
• Reconcile data to ensure accuracy and error-free processing.
• Troubleshoot issues related to group commission payments and respond to agents/office management.
• Assist with approving/merging cases/splits and e-filing commission statements.
• Identify IBC and AmeriHealth BORs and agents/brokers on carrier lists as needed.
• Distribute carrier renewals and maintain SPARC CRM with license and E&O insurance for broker partners.
• Maintain communication among internal agents and broker partners.
• Contribute to monthly reports and professional services spreadsheets.

Education

High School diploma and/or GED equivalent

Tools

MS Office

Excel

Job description

OneDigital is seeking an Administrative Specialist to support the Employee Benefits team in Berwyn, PA. The role focuses on data entry, reconciliation, and coordination with brokers and agents to ensure accurate commission processing.

You will handle SPARC CRM data, assist with case approvals, and maintain carrier communications, while providing strong customer service and effective written and verbal communication.