Retention Consultant
Job Location:
Pretoria - South Africa
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
- Matric (Essential)
- RE5 Qualification
- FAIS-compliant (RE5 and/or relevant qualification) advantageous
- Class of Business (Essential and /or advantageous)
- Minimum 2 years Retentions/Customer care/ sales experience (insurance experience preferred)
- Contact clients who wish to cancel or have missed payments to understand concerns and provide tailored 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 BetterSures 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 BetterSures values and compliance standards.
Required Skills:
Matric (Essential) RE5 Qualification FAIS-compliant (RE5 and/or relevant qualification) advantageous Class of Business (Essential and /or advantageous) Minimum 2 years Retentions/Customer care/ sales experience (insurance experience preferred) Key Responsibilities: Contact clients who wish to cancel or have missed payments to understand concerns and provide tailored 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 BetterSures 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 BetterSures values and compliance standards.
