Quality Assurance Consultant

Do you have an unwavering attention to detail and an eye for spotting errors? Do you love reviewing phone calls to ensure staff meet the required standard? Are you fantastic at evaluation and coaching where required?

Minimum Requirements:
Computer literate with knowledge in Excel, Word and MS Suite;
Completed Senior Certificate (Matric);
2 years experience in an administrative and compliance quality assurance position, within the Insurance industry;
RE5 certificate (preferred);
Ability to communicate appropriately and effectively in spoken and written English and Afrikaans;
Be able to work long hours only if necessary-above & beyond the specified hours if need be.
Duties:

Monitoring /Quality Assurance:
Daily Monitoring and Quality Assurance of all New Business and Servicing Deals;
Weekly Monitoring and Quality Assurance of all New Business and Servicing Deals.
On-going Assistance and Feedback:
Assist Financial Advisors and Administrators with Rectifying Identified Compliance Errors/Risks;
Meeting with Financial Advisers and Administrators to Rectify any Identified Compliance Errors/Risks under the Guidance of the Internal Compliance Officer.
Quality Assurance Administration:
Send Weekly Quality Assurance feedback to the Admin Manager and Internal Compliance Officer;
Ensure that the Quality Assurance Spreadsheet is updated by the Admin Manager Weekly;
Ensure that All Completed Quality Assurance Tasks are Completed on our CRM System;
Check that broker drive is updated with final documents;
Assist with uploading of complete packs into CRM;
Spot check QA using task tracker and production schedules to ensure admin is capturing accurately on CRM.
Monitoring /Auditing Quality of Applications and Quotes:
Check that the Application and Quote is signed and dated;
Check that the Application and Quote correspond;
Check that the Administrator has the correct task number;
Check that the correct Compliance documents are in the Pack;
Check that the Admin Pack is E-Filed;
Check that the New /Servicing deal is tracked on the figures report;
Check that the Application is sent to the capturer within the correct Service Level Agreement;
Check that FICA documents are E-Filed and received when required;
Keep track and recommend training based on errors identified.