Pretoria: Retentions Consultant | Pretoria

Key Responsibilities Contact clients who wish to cancel or have missed payments to understand concerns and provide solutions. Use strategic objection handling to retain clients and reduce policy lapses. Manage and follow up on payment arrangements and outstanding premiums in line with compliance requirements. Offer alternative cover, discounts, or payment options to suit client needs. Educate clients on the value and relevance of insurance products. Maintain accurate client records on the CRM system. Handle all client interactions professionally and empathetically, ensuring FAIS and TCF compliance. Liaise with internal departments to resolve client queries efficiently. Share insights with management on trends in cancellations and client objections. Collaborate with your team, stay self-motivated, and uphold values and compliance standards. Minimum required Qualification and Experience Matric, RE5 and FAIS Qualification (Essential) Class of Business (Advantageous) Minimum 2 years Retentions experience (experience in the Insurance industry is preferred) Skills and Attributes Excellent communication and interpersonal skills, with the ability to build rapport with clients. Strong problem-solving and negotiation abilities. Familiarity with CRM systems and basic computer skills. Self-motivated, results-driven mindset, with a focus on achieving retention targets. Ability to work effectively in a fast-paced, team-oriented environment.