Job Description
Key Responsibilities
Commission Processing & Payments
- Prepare accurate commission payment listings within required deadlines
- Send commission statements and remittance advice to brokers
- Load new brokers onto the system timeously
- Prepare payment files and ensure all banking details are up to date
Broker Relations & Query Management
- Provide prompt, professional responses to all broker queries within 1 working day
- Maintain transparent communication and keep brokers updated
- Apply Treating Customers Fairly (TCF) principles in all interactions
- Handle difficult interactions with patience and professionalism
Reconciliations & Financial Control
- Perform daily premium deposit reconciliations
- Monitor and follow up on commission claw-back debit balances
- Reconcile binder/outsource fees against system matrices
- Process investment of premium receipts throughout the month
Reporting & Administration
- Prepare and distribute various broker reports by set deadlines
- Maintain accurate spreadsheets and financial records
- Update monthly debit balance reports
- Ensure all required invoices are received and reconciled
Process Improvement
- Participate in finance department projects and improvement initiatives
- Identify inefficiencies and suggest solutions
- Contribute to enhanced accuracy and efficiency
Requirements
Essential
- Matric Certificate
- Minimum 3 years relevant finance experience
- Strong Excel skills (Critical – Non-Negotiable)
- Own reliable transport
- Fluent in English with ability to understand Afrikaans
- Willingness to work overtime when required
Highly Beneficial
- Finance qualification
- Pastel Evolution experience
- Financial services industry experience
Kindly note only shortlisted candidates will be contacted
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