Description:
Job Summary
- Monitor and maintain quality and compliance standards for sales calls and applications.
Key Performance Areas
- Verify Member Information on Sales Calls
- Audit Sales Application for accuracy and Compliance
- Perform Prescribed Administrative Duties
Key Tasks
Verify Member Information on Sales Calls
- Search telephony source(s) for sales voice recordings.
- Listen attentively to sales voice recordings.
- Verify that member’s details have been correctly captured.
- Update/correct member information, on CRM, per sales call (Names, Email address, ID numbers).
Audit Sales Application for Accuracy and Compliance
- Verify correctness and application of Sales’ “needs analysis”.
- Assess suitability of product(s) sold for member’s identified needs.
- Verify that benefits have been correctly/accurately communicated.
- Identify and report potential financial risk factors contained in calls/applications.
- Verify accuracy of CRM notes against sales call.
- Check that all compliance requirements have been correctly executed.
- Confirm that all required essential support documentation is accounted for.
- Request outstanding support documentation from relevant source(s).
- Disposition policies to either activate, send for endorsement, cancel or send back.
- Verify Callbi matched queries to determine whether the policy is Active or a send back .
- Verify bulk activated policies and provide feedback.
Perform Prescribed Administrative Duties
- Conduct and submit “Self-Check” for QA process completeness.
- Create query tickets for enquiries to Team Leaders and coaches.
- Record sends back reasons for each send back.
- Capture daily activities on the QA capture Form .
- Update debit and inception dates for all active policies (system bug prohibiting).
- Perform ad hoc duties as and when allocated by Supervisor.
Requirements:
- Monitor and maintain quality and compliance standards for sales calls and applications.
- Verify Member Information on Sales Calls
- Audit Sales Application for accuracy and Compliance
- Perform Prescribed Administrative Duties
- Search telephony source(s) for sales voice recordings.
- Listen attentively to sales voice recordings.
- Verify that member’s details have been correctly captured.
- Update/correct member information, on CRM, per sales call (Names, Email address, ID numbers).
- Verify correctness and application of Sales’ “needs analysis”.
- Assess suitability of product(s) sold for member’s identified needs.
- Verify that benefits have been correctly/accurately communicated.
- Identify and report potential financial risk factors contained in calls/applications.
- Verify accuracy of CRM notes against sales call.
- Check that all compliance requirements have been correctly executed.
- Confirm that all required essential support documentation is accounted for.
- Request outstanding support documentation from relevant source(s).
- Disposition policies to either activate, send for endorsement, cancel or send back.
- Verify Callbi matched queries to determine whether the policy is Active or a send back .
- Verify bulk activated policies and provide feedback.
- Conduct and submit “Self-Check” for QA process completeness.
- Create query tickets for enquiries to Team Leaders and coaches.
- Record sends back reasons for each send back.
- Capture daily activities on the QA capture Form .
- Update debit and inception dates for all active policies (system bug prohibiting).
- Perform ad hoc duties as and when allocated by Supervisor.
- Customer Care: 1 to 2 years
- Quality Assurance: 1 to 2 years
- Data Capture Experience: 1 to 2 years
- Matric
- RE5
- 1 year Data Capturing experience
- 1 year QA experience
- 1 year Customer Care experience
- Excellent listening skills
- Interpersonal skills
- Good verbal and written communication skills
- Demonstrable computer skills (MS Office i.e. Excel)
- Good record keeping and data capture skills
- Good Time Management skills
- Mature Outlook
- Able to work independently
- Able to perform under pressure
- Able to take initiative and ownership
- Proactive
- Self-motivated, flexible and enthusiastic
- Analytical
- Accurate – detail oriented
- Ambitious
- Honest, Hardworking and Humble
Qualifications
- Matric
- RE5
Experience
- 1 year Data Capturing experience
- 1 year QA experience
- 1 year Customer Care experience
Knowledge and Skills
- Excellent listening skills
- Interpersonal skills
- Good verbal and written communication skills
- Demonstrable computer skills (MS Office i.e. Excel)
- Good record keeping and data capture skills
- Good Time Management skills
Attributes
- Mature Outlook
- Able to work independently
- Able to perform under pressure
- Able to take initiative and ownership
- Proactive
- Self-motivated, flexible and enthusiastic
- Analytical
- Accurate – detail oriented
- Ambitious
- Honest, Hardworking and Humble
04 Feb 2026;
from:
careers24.com