SUMMARY:
Receive and capture commission.
POSITION INFO:
An established insurance company is seeking to hire a highly skilled and experienced Commisions Administrator to join their team. This is an excellent opportunity for someone to grow their career within a reputable organisation.
Your:
Formal Education:
- Minimum: Matric
- Financial Diploma
Experience:
- 3 years working experience in the financial services industry
will enable you to fullfill the following duties:
People:
- Regular interaction with fellow-employees, financial advisors and product providers to ensure the effective delivery of administrative requirements.
Commissions:
- Process all commission schedules.
- Request monthly commission statements from all product providers (via email and telephone).
- Process timely and accurately the daily/weekly/monthly commissions for 200+ financial advisors on the internal Commsplit commission system via a manual and automatic import process.
- Manage the client information Inbox daily and load all client information reports received.
- Manage the outstanding client information process. Request client information from advisors and capture daily on commissions system. This is a crucial part of the position and is measured continuously.
- Ensure exception reports are dealt with and allocated. Take corrective measures to ensure commission statements balance with the commission system.
- Deal with any commission related enquiries from your HOD.
- Manage the special payments commission loads. Advisors to inform you which product provider relates, obtain statements and load. Compile associated documentation and present.
- Email individuals commission statements to advisors as requested.
