Commissions Administrator

🕒 il y a 2 mois

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Experior Financial Group

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2014

💸 Finance

👥 B2C

Finance • B2C

Experior Financial Group est une agence générale gestionnaire canadienne et une société de services financiers qui connecte des associés agréés avec des clients pour fournir des solutions d'assurance et d'investissement. L'entreprise propose des assurances vie, santé, voyage, maladies graves, invalidité et funérailles, ainsi que des produits d'investissement tels que les fonds distincts, REER, FERR et CELI, ainsi que des services de planification de la retraite. Experior opère un modèle unique d'AGA « Tri-Brid », le logiciel propriétaire d'Analyse Financière Experior (EFA) et un CRM pour les agents, et recrute et forme des associés à travers le Canada et les États-Unis.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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