Commissions Information Specialist - Remote
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![]() United States, California, Westlake Village | |
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*Description*
Overview of Responsibilities oAdminister spreadsheet of all carrier portals and websites and corresponding password and login information for each. oUsing daily EFT download from the bank and check deposit data identify commissions received. oDownload/account for all commission statements from carrier portals, efaxes, emails and US mail, making sure they are electronically saved to the proper directory. oTrack carrier statements with status from deposited to complete oInvestigate missing or unidentified statements oAccount for all commission statements, making sure they are electronically saved to the proper directory. oCommunicate with carrier representatives regarding missing statements oReformat statements into Excel as needed and create pivot tables on data oCode commission statements by branch/group size/product. oEnter revenue into template for upload into G/L *Skills* administrative support, commission, vlookup, excel analysis, Insurance, brokerage general agent, insurance carrier, brokerage, commisions *Additional Skills & Qualifications* Additional Skills and Requirements *Minimum of a High School Diploma, GED or equivalent *Excellent customer service skills. *Excellent written and oral communications skills. *Ability to prioritize work effectively. *Ability to work independently and as part of a team. *Ability to be an analytical thinker with attention to detail *The ability to think objectively and demonstrate sound judgement *Strong ethical standards with high level of integrity *Ability to coordinate with computer programmers and work through system logic *Computer literacy with proficiency in the Microsoft Office suite and emphasis on advanced Excel (pivot tables, v-lookups). *Knowledge of Microsoft Dynamics GP, GAIT and ICM a plus. *Ability to site for long periods of time, lift a minimum of 5 lbs, file, stand, bend, reach, pull. Deposit & Invoice Validation Confirm that commission deposits are received and accurately recorded. Review and validate invoices against deposit records. Extract and organize data from PDFs and Excel files. Data Analysis & Reporting Use advanced Excel functions (e.g., VLOOKUP, pivot tables) to analyze and reconcile data. Break down invoice amounts and match them to corresponding policy numbers and client names. Generate reports to support revenue tracking and forecasting. *Experience Level* Intermediate Level *Pay and Benefits* The pay range for this position is $35.00 - $36.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type* This is a fully remote position. *Application Deadline* This position is anticipated to close on Jun 23, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. |