CBS - SALES VERIFICATION ASSOCIATE
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Position Title: Sales Verification Associate
Job Summary:
The jobholder is primarily responsible in supporting the Sales Division in terms of complaint logging and handling. He/She is also assigned to coordinate with various departments to address requests and inquiry related to sales.
Duties and Responsibilities:
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Support the sales operations in terms of complaint resolution across all campaigns for telesales, branch, direct and corporates sales.
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Ensure that all complaints are deliberated with proper call chronology and call analysis based on call validation.
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Prepare accounts for endorsement for various requests such as reversal, cancellation, transfer of insurance, delivery of certificate.
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Close monitoring of Customer Interactive Maintenance System (CIMS) and all other channels such as email are completed within the required turnaround time (TAT).
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Request call retrieval if needed and do necessary call validation.
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Provide the vital reports which will indicate the status of all complaints, requests and query both for all open and closed items for the month.
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Consolidate cancellation and reversal requests for all insurance and non-insurance complaints with the proper endorsement to operations for handling.
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Provide reports on error of both telesales agents as well as sales verifiers for basis of performance
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Performs projects or tasks that may be assigned from time to time (e.g. BORC, BCP, Cost Champion, Corp. Correspondents, Line trainer, e-Champ)
Qualifications:
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Bachelor's degree holder; preferably graduate of business course
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At least 6 months experience in sales and/or administrative work
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Knowledge in report generation, drafting and preparing communication materials is preferred but not required
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Experience in dealing with various units of the organization and customer service is an advantage
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Experience working in Cards business is preferred but not required
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Working knowledge of MS Officer applications (MS Excel, Word and PowerPoint)
Other Details:
Rank: Rank and File
Location: Makati City