Commission Information Specialist

Warner Pacific Insurance Services

Commission Information Specialist responsible for collecting and reviewing carrier statement data. Administering spreadsheet of carrier portals and tracking commissions received.

Posted 7/3/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $22 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Proficient in data management and analysis, with strong capabilities in Microsoft Excel, including pivot tables and v-lookups. Demonstrates excellent communication and customer service skills while effectively coordinating with team members and external representatives.

Highest-signal resume keywords

Advanced Microsoft Excel SkillsData ManagementCustomer Service SkillsAnalytical ThinkingCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisRevenue CodingCommission TrackingEFT Download ProcessingSage Intacct Knowledge

Soft Skills

Attention to DetailTeam CollaborationPrioritizationSound JudgementIntegrity

Tools & Technologies

Microsoft Office SuiteStateable System

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Carrier PortalsCommission StatementsSupport Tickets3rd Party Vendor Coordination

About the role

Key responsibilities & impact

Administer spreadsheet of all carrier portals and websites and corresponding password and login information for each
Using daily EFT download from the bank and check deposit data identify commissions received
Download/account for all commission statements from carrier portals, efaxes, emails and US mail, making sure they are electronically saved to the proper directory
Investigate missing or unidentified statements
Prepare assigned statements into necessary excel format for revenue coding and broker commission payments
Load data into Stateable system
Communicate with carrier representatives regarding missing statements
Track and quantify open support tickets with 3rd party vendor
Assist with special projects as assigned

Requirements

What you’ll need

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 Sage Intacct and advanced Microsoft Excel skills a plus
Ability to site for long periods of time, lift a minimum of 5 lbs, file, stand, bend, reach, pull

Benefits

Comp & perks

merit increases
paid holidays
Paid Time Off
medical
dental
vision
short- and long-term disability benefits
401(k) + match
life insurance