Retentions Consultant - Johannesburg, South Africa - Energy at Work Projects

Energy at Work Projects
Energy at Work Projects
Verified Company
Johannesburg, South Africa

1 week ago

Thabo Mthembu

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Thabo Mthembu

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Description

One of the largest banking giants is currently seeking Long Term Insurance 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 crossselling and upselling
  • 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 1year sales/ retention contact center experience.
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