Commissions Administrator

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Experior Financial Group

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2014

💸 Finanças

👥 B2C

Finance • B2C

A Experior Financial Group é uma agência geral de gestão e empresa de serviços financeiros canadense que conecta associados licenciados a clientes para fornecer soluções de seguros e investimentos. A empresa oferece seguros de vida, saúde, viagem, doenças graves, invalidez e funerais, além de produtos de investimento, como fundos segregados, RRSPs, RRIFs e TFSAs, e serviços de planejamento de aposentadoria. A Experior opera um modelo único de MGA “Tri-Brid”, software proprietário Experior Financial Analysis (EFA) e um CRM para agentes, além de recrutar e treinar associados em todo o Canadá e EUA.

Descrição

• Collect, process, and input commission statements from various insurance providers • Analyze commission transactions and cross reference with bank statements • Manage multiple deadlines to ensure timely commission payments to agents • Address agent inquiries promptly, accurately, and courteously, including handling challenging situations with professionalism and composure • Perform additional duties related to the commissions department as assigned by the immediate manager.

🎯 Requisitos

• Previous experience in an IMO or at a carrier level is an asset • Proficiency with Excel is advantageous • Bilingual fluency in English and Spanish (written and spoken) is an asset • Strong attention to detail and accuracy • Excellent time management and organizational abilities • Capable of managing tight deadlines and multiple priorities effectively • Effective problem-solving and investigative skills • Reliable, trustworthy, proactive, with a keen sense of ownership and initiative • Exceptional verbal and written communication skills • Approachable and professional in delivering challenging information on the phone, and in email interactions • Strong computer skills with a capacity to learn new systems • Ability to handle stressful situations with a positive, proactive attitude • Positive demeanor with an openness to constructive feedback • Must reside and be authorized to work in the USA.

🏖️ Benefícios

• Work-life balance with paid vacation and sick days • Competitive compensation • Comprehensive medical, dental, and vision benefits • Flexible work options: on-site, hybrid, and remote • Career growth and development opportunities • Diverse team environment • Straight day shifts with no weekends • Company events and celebrations • Tuition reimbursement • Company-provided equipment