Commissions Specialist

Digital Insurance LLC; Berwyn (PA); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Overtime pay

Job summary

OneDigital in Berwyn, PA, is seeking an administrative assistant to manage group commission data in SPARC CRM, reconcile records for accuracy, and support brokers and agents.

You will help with e-filing statements, maintain carrier portal access, and assist with monthly reports. Ideal candidate has 1–2 years admin experience, strong Excel skills, and excellent written and verbal communication.

Qualifications

• High School diploma or GED equivalent.
• 1–2 years of administrative experience, preferably in a broker or agency setting.
• Proven PC proficiency in MS Office.
• Strong Excel skills and ability to work with large data sets.
• Demonstrated customer service orientation and communication skills.

Responsibilities

• Enter group commission data into SPARC CRM and reconcile for accuracy.
• Troubleshoot commission payment issues and respond to agents/office management.
• Assist with approving/merging cases and e-filing commission statements.
• Identify broker/agent lists and distribute carrier renewals as needed.
• Maintain carrier portal access and support internal staff and brokers.

Skills

MS Office

Excel

Customer service

Verbal & written communication

Education

High School diploma or GED

Tools

SPARC CRM System

Job description

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Key Job Tasks:

• Enter group commission data/statements into SPARC CRM System.
• Reconcile data to assure that it is accurate and error-free.
• Troubleshoot issues/problems relating to group commission payments and respond directly to agents and/or other representatives of office management.
• Assist with approving/merging cases/splits.
• Assist with e-filing all commission statements.
• Identify IBC and AmeriHealth winning/losing BORs.
• Identify agents/brokers on carrier lists as needed.
• Distribute carrier renewals and correspondence as needed.
• Update SPARC CRM with License and E & O Insurance for broker partners.
• Maintain process of reviewing HHS OIG list.
• Process carrier appointment paperwork for broker partners.
• Maintain carrier portal access for internal staff and broker partners (if applicable).
• Develop and maintain communications among internal agents and broker partners.
• Participate in the maintenance and upkeep of 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.
• Performs other duties as assigned.

Key Education, Experience and Skills:

• 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 software program.
• Demonstrated customer service orientation.
• Proven ability to effectively communicate verbally and in writing.
• Proven experience with insurance carriers and products desired.

The typical base pay range for this role nationwide is $20 to $23 per hour. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!

OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offerthe same total-wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn