Oratile Mooketsi
Leads Reporting And Administration Specialist
Summary
Experienced Leads Administrator with a demonstrated history of working in the insurance industry. skilled in presence dialer administrator and supervisor applications ,CRM and Microsoft Excel. Strong Sales Support professional graduated from Dateline.
Overview
14
14
years of professional experience
Work History
Leads Reporting and Administration Specialist
Assupol Life
06.2023 - Current
- Perform daily, weekly and monthly leads extraction using amongst other programs, Excel, to upload leads into Assupol's internal system (CRM and dialer). Should another leads program be added, driving the integration and utilization of it.
- Assist with dialer related functions around leads and campaigns. This includes manual loading of leads batches
- Reconcile and report on daily leads volumes and activities relating to all DIRECT leads' channels [TV, radio, digital and print].
Work in conjunction with the Data Analyst in order to provide analysis on leads. - Compile daily, weekly and monthly reports
- Develop new reports to address changing business needs.
- Utilizing all reporting platforms to create reports.
- Reconciling monthly spend and lead channels
- Analyze all reporting and provide insight into the results.
- Conduct change impact analysis to assess the potential implications of changes to business functions
- Conduct possible research relating to leads processes and practices.
- Assist with all ad hoc requests (admin and follow ups)
Leads Agent
LIBERTY Group
09.2022 - 05.2023
- Allocate leads to the correct FA, Branch Managers, and Direct Advice Centre within SLA
- Identify and screen the different types of leads source from different areas
- Assist in escalating leads where necessary according to the leads process
- Record all feedback received according to the leads process on relevant system
- Ensure that all lead information must be captured correctly onto the leads system to ensuring accurate stats for reporting purposes.
Leads administrator
LIBERTY Group
02.2016 - 08.2022
- Ensuring that leads are loaded within SLA and ensure own understanding and adherence to TCF principles to meet or exceed customer expectations
- Maintain a register to control leads volumes delivered and produce a daily leads tracker
- Ensuring that the vendor doesn't invoice us for more than what was delivered and producing a daily leads tracker
- Provide figures to management for monthly Invoicing
- Resolve client queries & escalate problematic queries to the correct level to ensure prompt & effective resolution, enhancing the client experience
- Providing support in setting up the CRM API integration
- Prepare a monthly MANCO report for leads
- Reconciling monthly spend and lead channels
- Perform dialer administration for leads
- Perform agent skilling on campaigns
- Perform queue movements and dialer settings
- Resolving queries from internal and external stakeholders
- Provide enablement for the sales teams, retentions, FA's, and CVC agents
- Ensure fit and proper requirements are in line with the legislative requirements by masking of personal information when mapping data onto the dialer system
- Taking part in a leads automation project.
Sales consultant
LIBERTY Group
05.2012 - 01.2016
- Phone clients for sales (Tele – Sales)
- Promote and sell insurance products
- Interview clients to establish the client's needs
- Request sales referrals from Clients
- Accurately capture Client's information on CRM
- Achieve sales targets according to the SLA of the business.
Bookkeeper
Be-sure tax consultants
10.2010 - 07.2011
- Accurately processing cashbook transactions on Pastel
- Assist in preparation of monthly managements statements
- Perform all office administration duties
- Prepare monthly VAT returns
- Prepare IRP5's
- Perform monthly journals for accounts
- Attend to customers queries
- Perform statutory company registrations (CIPC, SARS and COIDA)
- Perform submissions of statutory returns (CIPC, SARS and COIDA)
- Attending to queries from SARS/CIPC/COIDA on behalf of clients.
Education
Higher Certificate - Technical Financial Accounting
Damelin
11.2015
Grade 12 Certificate - undefined
Lerothodi high school
Bachelors of Commerce - Information And Technology Management
Mancosa
Johanesburg 04.2001 -
Skills
Microsoft Office
Deadline Adherence
Sales Support
Report Preparation
Attention to Detail
Invoicing
Team Collaboration
Dialer Administration
References
References available upon request.
Timeline
Leads Reporting and Administration Specialist
Assupol Life
06.2023 - Current
Leads Agent
LIBERTY Group
09.2022 - 05.2023
Leads administrator
LIBERTY Group
02.2016 - 08.2022
Sales consultant
LIBERTY Group
05.2012 - 01.2016
Bookkeeper
Be-sure tax consultants
10.2010 - 07.2011
Bachelors of Commerce - Information And Technology Management
Mancosa
04.2001 -
Higher Certificate - Technical Financial Accounting
Damelin
Grade 12 Certificate - undefined
Lerothodi high school