Job Description

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

Exceptional accuracy level to convert the application data to the appropriate PPS

systems without mistakes and adhering to the accuracy standards as per the checklist.

Assertiveness

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.

Role Profile: PPS Advisory Services and Enablement

Attention to detail

Exceptional level of detail focus in order to adhere to checklists and to validate the

information provided by the advisor adheres to the minimum requirements.

Conflict resolution

Above average level required to resolve conflicts with the advisor and other divisions in

other to fulfil the application process.

Sound Written and Communication Skills

Above average skills level to communicate extensively both within and outside teams.

High Levels of Concentration

Above average concentration level to cope with the highly repetitive nature of this job.

Lack of this attribute may lead to poor quality results and significant attrition.

Software Proficiency

Well versed with MS Office suite including Excel, Word, Outlook as well as Adobe.

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

QA applications for compliance and completeness including those not captured into

Intouch by the Advisor according to the current checklists.

Scan the documentation (not uploaded into Avalon by the Financial Advisors) (time

limit).

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

information, artefacts provided as well as existing system information.

Make necessary corrections by adhering to the compliance standard backed by the

required PoE. These communications and e-mails must be captured against 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/

queries as it pertains to NEW BUSINESS).

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

performance.

Capture the application information accurately into the various PPS systems after the

application form and related documentation passes the QA checklist validation.

Ensure that all actions and communications with regards to an application are recorded

within the PPS systems, including verbal queries received telephonically or face-to-face.

Communicate with client/ Advisor/ Regional Coordinator with regards to NEW

APPLICATIONS only, to ensure good customer experience.

Act in a virtual support role to assist the Advisors nationally. Conduct discovery meetings with new Advisors to ensure they understand the

application submission process as well as the associated processes.

Process Doctor invoices - create a workflow for doctor payments (moved from RM).

Secondary Functions:

Act as a secondary source in arranging service appointments for advisors for existing.

Clients.