Johannesburg: Retentions Consultant – Accidental & Health x2 posted by Energy at Work Projects
Posted on 2025-07-26 00:00:00
| Employer | Energy at Work Projects |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Johannesburg |
Job Summary
Unlock a Thriving Career as a Accidental & Health Customer Service/ Retentions Consultant!
Key Responsibilities:
Innovative Retention Strategies: Deploy dynamic and creative methods to retain our valued clients. Examples include offering premium reductions, downgrades, and enticing discounts.
Policy Validation: Ensure timely and accurate capture of policies for retained clients to meet company requirements and system cutoffs affecting debit orders.
Client Needs Analysis: Analyze client needs and identify opportunities for cross-selling and up-selling, delivering tailored solutions.
Client Base Growth: Cultivate and expand our existing client base.
Adherence to Underwriting Standards: Strictly adhere to underwriter’s rules and business procedures.
Negotiation Expertise: Collaborate with Product Owners and Underwriters when necessary to find solutions, especially during policy reinstatementsall done through telephonic interactions.
Client Query Resolution: Address insurance-related queries and customer complaints promptly and effectively.
Achieving Targets: Meet and exceed all set targets consistently.
Relationship Management: Foster customer and business loyalty through exceptional relationship management. Uphold a professional corporate image aligned with the bank’s values.
Efficient Query Resolution: Prioritize query resolution within defined turnaround times to prevent complaints.
Qualifications & Experience:
Qualification:
Matric: High school diploma or equivalent.
Insurance Credentials: Possess a minimum of 120 Insurance credits.
Relevant Qualification: Hold a relevant certification, diploma, or degree.
Regulatory Exams: Compliant with FAIS regulatory exams.
Class of Business (COB) and Compliance Training: Completed required training.
Experience:
Insurance Industry Expertise: Minimum of 2 years of experience in the insurance industry.
Call Center Proficiency: A minimum of 2 years of call center/telephone experience.
Client Services: At least 1 year of sales/client services contact center experience.
If you’re ready to excel in a dynamic role, armed with qualifications, experience, and a commitment to exceptional client retention, we invite you to apply. Join us in shaping the future of insurance and delivering unparalleled service to our clients!
Elevate Your Career in Retention – Apply Now! ????
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