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Johannesburg: Retentions Consultant – Short Term Insurance posted by Energy at Work Projects






Date 2024-06-08
Job Title Retentions Consultant – Short Term Insurance
Employer Energy at Work Projects
More Information
Salary 10000
Category Finance Accounting
Location Gauteng
/ Johannesburg

Job Summary

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 underwriters 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.
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Retentions Consultant – Short Term Insurance position available in Gauteng, Johannesburg. This job position was posted by Energy at Work Projects. The job has been posted as a premium ad on 2024-06-08 at 13:11:32 in the Finance Accounting category

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