Commissions Manager- Boston en Connie Health Inc

Description

About Connie Health:

Connie Health empowers older Americans to make confident, worry-free healthcare decisions. Our Medicare consumer platform combines a tech-driven recommendation engine with local agents for personalized plan and healthcare navigation, helping consumers find the Medicare plan that meets their individual health and economic needs, maximize its benefits, and connect with top in-network providers.

Role Overview:

We are looking for an experienced Commissions Manager to take ownership of our Medicare commissions operations. This role ensures that every dollar earned by our agents is processed accurately, efficiently, and on time. 

The ideal candidate has a deep understanding of complex commission structures, cross-carrier data reconciliation, and process optimization. They can both execute day-to-day processes and build scalable systems and workflows to support our growing business. 

This is a high-impact role at a Series B stage company with strong growth and operational complexity, offering the opportunity to design a scalable commission infrastructure as we expand. 

Requirements

Key Responsibilities:

• Own the end-to-end commissions process, including importing, validating, and reconciling data from multiple carriers.
• Oversee and optimize the commission management system (AgencyBloc) and ensure data accuracy and consistency across systems. 
• Design and implement process improvements that enhance accuracy, efficiency, and transparency in commission reporting. 
• Ensure accurate accruals, journal entries, and reporting related to commissions.
• Collaborate with relevant teams to manage agent onboarding/offboarding, payee setups, and compliance documentation. 
• Conduct regular audits and reconciliations of carrier statements, agent policies, and payments to identify and resolve discrepancies.
• Serve as the primary point of contact for carrier commission inquiries, agent payment questions, and data corrections. 
• Develop and maintain dashboards and reports for leadership visibility into performance, payouts, and outstanding balances. 
• Stay up-to-date with industry standards, compliance, and regulatory requirements related to Medicare commissions and payroll. 

Requirements:

• 5+ years of experience in finance operations or commission management (preferably in insurance, healthcare, or sales-driven industries). 
• Demonstrated experience managing complex commission structures and reconciling multi-source data. 
• Advanced proficiency in Excel/Google Sheets, including pivot tables, data validation, and reconciliation formulas. 
• Experience working with commission systems (AgencyBloc preferred). 
• Strong analytical mindset with a track record of improving systems and workflows. 
• Proven ability to work independently and collaborate with technical and non-technical stakeholders. 
• Exceptional attention to detail, integrity, and accountability.
• Bonus: Knowledge of Medicare commission structures or carrier operations.