Broker Relations & Client Retention Specialist

King Price Insurance; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A South African insurance company is seeking a Broker Retentions Consultant in Pretoria to manage broker and client relationships, ensuring client loyalty and service retention. Essential qualifications include Matric and RE/FAIS accreditation, along with skills in sales and client service. Applicants should have a working knowledge of Obelix and PureCloud. The role offers an opportunity to positively influence clients and work within a values-driven environment.

Qualifications

• Matric is essential for the position.
• RE and FAIS accreditation is a must.
• Experience with Obelix and PureCloud is preferred.

Responsibilities

• Manage broker and client relationships to increase loyalty.
• Handle difficult client calls professionally.
• Assist with client and broker queries and complaints.

Skills

Sales orientation

Client service orientation

Attention to detail

Time management

Problem-solving

Negotiation skills

Administration skills

Education

Matric

RE and FAIS accreditation

Tools

Obelix

PureCloud

Job description

A South African insurance company is seeking a Broker Retentions Consultant in Pretoria to manage broker and client relationships, ensuring client loyalty and service retention. Essential qualifications include Matric and RE/FAIS accreditation, along with skills in sales and client service. Applicants should have a working knowledge of Obelix and PureCloud. The role offers an opportunity to positively influence clients and work within a values-driven environment.