Sales Assessor/Auditor for the Waikato & BOP - Hamilton

The Sales Assessor/Auditor is a customer facing salesperson of JMM Insulation, generating and coordinating leads, assessing the insulation needs of properties eligible for the Warmer Kiwi Homes programme, quoting, and following up to confirm the customer commitment.

Working between Waikato and Bay of Plenty branches.

As a Sales Assessor/Auditor, you will display pride in your role, always representing the JMM Insulation brand with exceptional customer service. You will engage with potential customers, building rapport.

You will qualify customers eligibility following the Warmer Kiwi Homes programme guidelines and procedures. This involves conducting an on-site assessment of properties and assessing the accessibility, safety, and existing insulation in order to confirm the measures required and provide the customer with a quote.

By establishing strong relationships with customers and providing exceptional service, you will build customer loyalty and generate customer referrals.

You will also represent JMM Insulation in our new build sector. You will proactively approach builders and seek the opportunity to quote. You will prepare, present, and follow up quotes to secure projects, and you will follow up completed jobs to ensure standards have been met and new opportunities are presented.

Your attention should be on generating quality sales and your focus should be on delivering outstanding customer service.

Performance criteria & outcome

• Generate and coordinate enquiries (leads) for EECA Warmer Kiwi Homes programme, and other retro-fit insulation sales channels.
• Schedule and conduct home insulation assessments to determine insulation solutions for eligible homes of the Warmer Kiwi Homes programme. Follow agreed processes for capturing assessment details, and verifying eligibility.
• Ensure that all assessments are conducted accurately and thoroughly.
• Ensure that all quoted measures are compliant with Warmer Kiwi Homes programme requirements.
• Provide ongoing support and assistance to customers to ensure that they are satisfied with the full sales and installation process.
• Utilise Branch Operations Manager and external stakeholders knowledge, training, and support to ensure that every sale is accurate and meets programme requirements.
• Support and follow agreed Warmer Kiwi Homes programme processes, controls and reporting to ensure visibility and accountability to expectations at all stages of the sales process.

• Schedule and conduct Post Installation Auditing for completed jobs in accordance with WKH programme requirements, and NZS4246. Audits to be completed on the day of installation where possible, and must be completed in same claim cycle.
• Correct any minor quality issues, or notify and reschedule installers to correct any more significant issues.
• Support installer feedback loop through Tool Box meetings and formal processes to ensure quality standards are maintained. Feedback to be provided to the Installation team and Manager.
• Ensure timely processing of jobs, and paperwork to allow fast-flow of claiming.
• Address any customer issues to ensure all customers are happy and recommend our services. You will respond to inquiries and address any concerns in a prompt and professional manner.

• Accurately record all customer and job information in our CRM system, including customer details, site assessment, pre-start health & safety form, quote, and any other relevant information.
• Follow agreed data management processes to protect records, and meet consumer privacy and regulatory requirements.
• Establish and maintain effective reporting measures to ensure visibility and control of quality assurance and safety standards.

• Maintain strong understanding of company policies and procedures, and follow requirements.
• Maintain company property (including company vehicles) clean and tidy, and in safe working order by following company policies and standards advised from time to time.
• Follow company policy and requirements for time sheets, purchase orders, and expense claims. Submit claims in a timely and proper manner.