Job Advert Summary
QA applications for compliance and completeness including those not captured into Intouch by the Advisor according to the current checklists. Operational understanding of Advisory Services. The ideal candidate would need to be above average level to ensure that the necessary work is completed as per the defined
standards without being influenced by undue pressure from other parties especially during cut-off times.
Minimum Requirements
Qualifications:
Matric
Experience:
- Understanding of PPS IT systems.
- Accurate data capturing
systems without mistakes and adhering to the accuracy standards as per the checklist.
- Assertiveness
standards without being influenced by undue pressure from other parties especially
during cut-off times.
Role Profile: PPS Advisory Services and Enablement
- Attention to detail
information provided by the advisor adheres to the minimum requirements.
- Conflict resolution
other to fulfil the application process.
- Sound Written and Communication Skills
- High Levels of Concentration
Lack of this attribute may lead to poor quality results and significant attrition.
- Software Proficiency
Knowledge of legacy PPS software would be beneficial.
- Soft skills/ People skills
Above average soft skills/ people skills including:
- People skills - the ability to listen, to communicate and to relate to others on a
personal or professional level. Problem-solving abilities, empathy for others and a
willingness to work together toward the common good.
- Customer service orientation - the ability to make a good impression with customers
including the know-how to project a professional image, both in the way you act and
dress. You must be courteous to customers, handle their questions and issues in an
easy-going manner and demonstrate a keen knowledge of the company's products
and services.
- Team player - ability to work in a team (a member of a group who tries to do what is
good for the group rather than what is good for just himself or herself).
- EQ - a measure of a person's adequacy in such areas as self-awareness, empathy,
and dealing sensitively with other peopl
Duties and Responsibilities
Intouch by the Advisor according to the current checklists.
- Scan the documentation (not uploaded into Avalon by the Financial Advisors) (time
- Rename the scanned files (not uploaded into Avalon by the Advisors).
- Create client on Avalon - create and link the client if required.
- Apply the validation and QA standards as prescribed in the checklist.
- Verify the accuracy of data provided by comparing application data with quote
- Make necessary corrections by adhering to the compliance standard backed by the
application in the systems (validate with client).
- Consult with the Advisor to resolve any unclear application or compliance issues (email/phone call) within SLA.
- Conduct medical reporting follow-up 3 times a week.
- Act as a single contact point for the Advisors for NEW BUISNESS (including servicing/
- Liaise with the other teams to resolve any application queries.
- Update Excel production spreadsheet until a proper IT system is in place to enforce track
- Capture the application information accurately into the various PPS systems after the
- Ensure that all actions and communications with regards to an application are recorded
- Communicate with client/ Advisor/ Regional Coordinator with regards to NEW
- Act in a virtual support role to assist the Advisors nationally.
- Conduct discovery meetings with new Advisors to ensure they understand the
- Process Doctor invoices - create a workflow for doctor payments (moved from RM).
- Act as a secondary source in arranging service appointments for advisors for existing.