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Insurance

Business Operations Coordinator

RemoteRemoteFull TimeEntry-level (exp-based)Posted 2 days ago

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Required skills

  • commissions
  • billing
  • payment processes
  • agent payouts
  • CRM
  • financial systems
  • data inconsistencies
  • Microsoft Excel
  • formulas
  • pivot tables

Nice to have

  • insurance
  • financial services

Role summary

The Operations Coordinator ensures accuracy and efficiency in agent commissions, billing, and payment processes. This role supports daily operational workflows by collaborating with Operations, Sales, and Finance teams to process incentive payouts, commissions, and client billing accurately and on schedule. Key responsibilities include commission processing, data validation, reconciliation, and supporting incentive programs. The ideal candidate possesses strong attention to detail, data proficiency, organizational skills, and excellent communication abilities, thriving in a fast-paced, collaborative environment.

Summary:

The Operations Coordinator plays a key role in ensuring the accuracy, efficiency, and timeliness of agent commissions, billing, and payment processes. This position supports the daily execution and continuous improvement of the company’s core operational workflows.

This individual will collaborate closely with the Operations, Sales, and Finance teams to ensure that agent incentive payouts, agent commissions, and client billing, are processed accurately and on schedule. The role requires strong attention to detail, comfort working with data, and the ability to maintain organized documentation and clear communication across departments.

The ideal candidate is someone who enjoys working in a fast-moving, positive environment and takes pride in delivering high-quality, consistent results. This role is a great opportunity for someone eager to learn, grow, and contribute to a team that values collaboration, innovation, and operational excellence. 

Key Responsibilities: 

Commissions

  • Prepare and process agent commission payouts accurately and on schedule, in line with company policy
  • Maintain the payout calendar, tracking timelines, approvals, and dependencies
  • Validate data from CRM and financial systems to ensure accuracy and consistency
  • Reconcile payments against sales and billing records, and resolve discrepancies promptly
  • Run recurring scrubs to catch duplicates, setup errors, and misaligned data before payouts run
  • Partner with Sales Operations on commission setup best practices
  • Improve reporting, automation, and documentation

Incentive Programs

  • Partner with Sales Operations on the launch and delivery of agent incentive programs
  • Deliver data pulls and tracking to measure program results all varying by partner and product
  • Process incentive payouts accurately and on time
  • Research and resolve questions and disputes about results and payouts
  • Maintain an incentive calendar and clear records for every program
  • Standardize templates and documentation so new programs launch smoothly

Operations Support & Reporting 

  • Maintain data accuracy and consistency across CRM systems and operational databases. 
  • Track, monitor, and report on key metrics related to incentives, billing performance, and operational efficiency. 
  • Partner with cross-functional teams to ensure clear communication and alignment on processes. 
  • Provide administrative and analytical support for department initiatives, special projects, and process improvement efforts. 

Qualifications 

  • 1–3 years of experience in operations, commissions, or financial administration (insurance or financial services experience preferred). 
  • Exceptional attention to detail with the ability to identify and correct numerical or data inconsistencies. 
  • Strong analytical and problem-solving skills; proficient in Microsoft Excel (formulas, pivot tables, lookups). 
  • Excellent communication and relationship-building skills; able to collaborate effectively across teams. 
  • Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment. 
  • High level of integrity, discretion, and professionalism when handling sensitive financial information. 
  • Associate’s or Bachelor’s degree in Business, or a related field preferred (or equivalent experience). 

NCD Benefits

  • Company-paid health, dental, life, and disability insurance
  • 401(k) with employer match
  • Opportunity for professional development
  • Work from home allowance and support
  • Positive work environment
  • Remote, office-based flexibility within the United States of America

Equal Opportunity

NCD is an Equal Opportunity Employer. We are committed to building a team that reflects a variety of backgrounds, perspectives, and skills. We believe our differences make us stronger and help us better serve our members, agents, partners, and each other.

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