Broker Commissions Consultant

5 months ago


Centurion, South Africa PPS Recruitment Full time

**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.

Assist SSD with system testing on new development / enhancements.

Ensure all reports for MRD, PPS and all internal clients are finalised and send by the required dates.



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