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:

  • Support the sales operations in terms of complaint resolution across all campaigns for telesales, branch, direct and corporates sales.

  • Ensure that all complaints are deliberated with proper call chronology and call analysis based on call validation.

  • Prepare accounts for endorsement for various requests such as reversal, cancellation, transfer of insurance, delivery of certificate.

  • Close monitoring of Customer Interactive Maintenance System (CIMS) and all other channels such as email are completed within the required turnaround time (TAT).

  • Request call retrieval if needed and do necessary call validation.

  • 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.

  • Consolidate cancellation and reversal requests for all insurance and non-insurance complaints with the proper endorsement to operations for handling.

  • Provide reports on error of both telesales agents as well as sales verifiers for basis of performance

  • 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:

  • Bachelor's degree holder; preferably graduate of business course

  • At least 6 months experience in sales and/or administrative work

  • Knowledge in report generation, drafting and preparing communication materials is preferred but not required

  • Experience in dealing with various units of the organization and customer service is an advantage

  • Experience working in Cards business is preferred but not required

  • Working knowledge of MS Officer applications (MS Excel, Word and PowerPoint)

 

Other Details:

Rank: Rank and File

Location: Makati City