Duveen Appels
Commission Consultant
Port Elizabeth
Overview
16
16
years of professional experience
Work History
Commission Consultant
BrightRock Life
03.2013 - Current
- Broker contracting and FSP onboarding
- Broker and FSP contract maintenance
- Query Support
- Daily Commission Payment runs
- Work allocations and maintenance and support
- High volume telephonic support
- Provide training on various service levels and processes
- Broker appointments, Client requests, Broker Portfolio Transfers
- Generate daily statement runs
- Statement recons
- Quality Assurance
- Broker Consultants Onboarding and Maintenance
- Generate weekly commission contract reports
Debtors Clerk
Santa Lucia Trust
01.2008 - 02.2013
- Assisted in financial tasks such as invoicing, budget tracking, and expense report processing for optimal fiscal management.
- Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary.
- Managing accounts and tracked debt management
- Onboarding of new contracts and suppliers
- Generate weekly reports and provide feedback on debt analysis
Education
High School Diploma -
Cillie High School
Sidwell, Port Elizabeth 04.2001 -
Timeline
Commission Consultant
BrightRock Life
03.2013 - Current
Debtors Clerk
Santa Lucia Trust
01.2008 - 02.2013
High School Diploma -
Cillie High School
04.2001 -