24 Oct
Energy at Work Projects
Johannesburg
One of the largest banking giants is currently seeking Retentions Consultants to be based in their call centres
Key Responsibilities :
Exercise dynamic and innovative retention methods in order to retain our clients. For example : if premium is a problem for client;
downgrade or reduce cover, offer discounts.
- Validate policy for retained client is captured timeously and accurately.
- Analyze client need, identify appropriate product and action opportunities for cross-selling and up-selling.
- Grow existing client base.
- Adhere to underwriter’s rules and business procedures.
- Negotiate with Product Owners, Underwriters where required to find a solution and way forward for the policy to continue,
especially at reinstatement of a policy.
- The entire process must be conducted telephonically.
- Resolves insurance related queries and complaints from customers.
- Ensures that all targets are met.
- Facilitates the development of customer and business loyalty through relationship management and consistently portray a professional corporate image in accordance with the values of the bank.
- Query resolution within turnaround times to avoid complaints.
Qualifications & Experience
Qualification
- Matric
- A minimum of 120 Insurance credits
- Relevant qualification (certification, Diploma, Degree)
- Regulatory Exams
- FAIS
- Requirements include Class of business (COB) and compliance training
Experience
- Minimum of 2 years insurance industry experience;
- Short Term Insurance Experience
- Minimum of 2 years call center / telephone experience;
- Minimum of 1-year sales / retention contact center experience.
▶️ Retentions Consultant - Short Term Insurance
🖊️ Energy at Work Projects
📍 Johannesburg