Client Retention & Operations Specialist

Telesure Investment Holdings (TIH); Johannesburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

TIH is seeking a customer service professional to retain customers and build relationships through understanding needs and offering fit-for-purpose solutions. You will handle inquiries, document data accurately, and adhere to regulatory standards while contributing to KPI-driven performance.

The role emphasizes upselling where appropriate and ongoing capability building to drive service quality and customer satisfaction.

Qualifications

• Matric or equivalent with FAIS regulatory exam 5 qualification.
• At least 2 years in a service/collections/retentions environment.
• Experience with complaint handling is advantageous.

Responsibilities

• Respond to client complaints and queries within agreed timeframes to ensure satisfaction and retention.
• Clarify customer needs and identify best-fit product offerings or upsell opportunities.
• Complete administration accurately and maintain data across systems.
• Understand and adhere to regulatory codes and internal procedures.
• Prioritise workload and use performance systems to improve KPI achievement.
• Develop capabilities through training and professional accreditation where relevant.

Skills

Customer service

Complaint handling

Communication skills

Education

Matric / Grade 12 / FAIS & Regulatory Exam 5 qualification

Job description

TIH is seeking a customer service professional to retain customers and build relationships through understanding needs and offering fit-for-purpose solutions. You will handle inquiries, document data accurately, and adhere to regulatory standards while contributing to KPI-driven performance.

The role emphasizes upselling where appropriate and ongoing capability building to drive service quality and customer satisfaction.