Commissions Administrator

🕒 4 days ago

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Experior Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

💸 Finance

👥 B2C

Finance • B2C

Experior Financial Group is a Canadian managing general agency and financial services company that connects licensed associates with clients to provide insurance and investment solutions. The company offers life, health, travel, critical illness, disability, and funeral insurance, along with investment products such as segregated funds, RRSPs, RRIFs, and TFSAs, and retirement planning services. Experior operates a unique “Tri‑Brid” MGA model, proprietary Experior Financial Analysis (EFA) software and a CRM for agents, and recruits and trains associates across Canada and the USA.

📋 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 • Perform additional duties related to the commissions department as assigned by the immediate manager

🎯 Requirements

• 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

🏖️ Benefits

• Competitive compensation and a comprehensive total rewards package • 401(K) program • Group benefits coverage (health, vision, dental, and short-term disability) • Access to mental health supports • Employee Assistance Program • Ongoing training and development to help you grow your skills