Broker Retentions Consultant

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

Job title : Broker Retentions Consultant

Job Location : Gauteng, Pretoria

Deadline : November 17, 2025

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Purpose of position

• Managing broker and client relationships to increase their loyalty and retain their business or services.

Responsibilities

• Handling difficult client calls
• Retaining clients
• Dealing with client and broker queries and complaints on all levels in a competent, efficient and professional way

Requirements

• Matric (essential)
• RE and FAIS accreditation (essential)
• Working knowledge of Obelix and PureCloud

Skills and Attributes

• Sales, retention and client service oriented
• Attention to detail and quality oriented
• Deadline and results oriented
• Ability to take initiative
• Enthusiastic and passionate about the job and the company
• Organised and punctual with excellent time management skills
• Teamwork and collaboration skills
• Good judgment and problem-solving skills
• Adaptable and resilient
• Tolerance for stress
• Selling skills
• Good interpersonal and communication skills
• Negotiation skills
• Administration skills
• Ability to positively influence team and clients
• Live the King Price values
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