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Broker Commissions Consultant
2 weeks ago
Job Advert Summary:
Minimum Requirements:
Grade 12
Tertiary Qualification
Basic accounting
Customer service
Company policies and procedures
Knowledge Character / Dash Board / Knowledgebase system
Excel / Office Word / Outlook
Etiquette and Business Protocol
Duties and Responsibilities:
Answering broker calls, responding to all written correspondence and dealing with all enquiries timeously, efficiently and effectively through to resolution
Rendering professional and quality service to Broker intermediaries / clients
Prioritize customer needs to ensure satisfaction
Escalate all enquiries that require Third Party intervention, follow them up and communicate feedback to the Client timeously.
Update accreditations (VAT, CMS, FAIS) of brokerage / broker.
Load, QA and sign off on new broker agreements
Authorise bank details.
Load all new broker appointments
Assist client with broker communication
Reconcile and finalise the monthly commission and Multiply payments.
Run the monthly commission and Multiply statements
Run the monthly commission and Multiply bank files.
Place the monthly credit holds on broker profiles.
Correct rejections on the commission and Mutliply payments, when applicable.
Request and authorise manual journals for backdated payments using Excel/Outlook in order to add correction in the payment file.
Assist with audit process findings/quality non-conformities raised by the Internal Audit Group in order to clear raised findings/non-conformities within agreed upon time.
Monitor service levels to internal/external broker commission clients through delivering quality service, courteous behaviour/quick response to needs in order to ensure service at the highest level of satisfaction.
Ensure all reports for MRD, PPS and all internal clients are finalised and send by the required dates.
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