Type your keywords in the search box above

Advertisement

QA Agent

Advertisement

Reference: 

QA Agent

Location: 

Benoni

Source: 

National Risk Managers ( Affinity Health)

 

Summarise

  • Monitor and maintain quality and compliance standards for sales calls & applications

 

 

Tasks/Activities

Verify Member Information on Sales Calls

  • Search telephony source(s) for sales voice recordings

  • Listen attentively to sales voice recordings

  • Verify that members details have been correctly captured

  • Update/correct member information, on CRM, per sales call

 

Audit Sales Application for Completeness and Compliance

  • Verify correctness and application of Sales needs analysis

  • Assess suitability of product(s) sold for members identified needs

  • Verify that benefits have been correctly/accurately communicated

  • Identify and report potential financial risk factors contained in calls/applications

  • Identify and report misrepresentation 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)

  • Confirm that all regulatory documentation requirements are attached to policies

  • Update/correct policy information/notes, on CRM, per sales call

  • Disposition policies to either activate, send for endorsement, cancel or sendback

  • Complete QA scorecard for each QAed policy (Genii)

 

Perform Prescribed Administrative Duties

  • Compile periodic activity/stats reports

  • Conduct and submit Self-Check for QA process completeness

  • Create query tickets for enquiries to Supervisors and coaches

  • Record sendback reasons for each sendback (Genii)

  • Indicate, to Sales Representatives, means to correct identified sendback reasons

  • Capture daily activities on Google Sheets

  • Update inception dates for all active policies (system bug prohibiting)

  • Perform duties delegated by supervisor/manager

 

Industry: 

Admin

Job Type: 

Permanent

Date Posted: 

2020-06-03

Advertisement

Latest Articles

What are the top five job skills every company will be looking for in 2022 and beyond? 

resume application

While South Africa’s unemployment rate soared to a new record high of 34.9% in the third quarter of 2021, the quandary is there is a lack of

Here's today's question: "How do great managers lead effective meetings?"

Does your body language communicate honesty and confidence? Not sure? Find out what you're saying through your non-verbal cues.

If you're in a customer-facing role, you will often have to deal with people who are aggressive, abusive, unreasonable or even reasonable or

Advertisement