Client Retention Specialist - Insurance

SmartRecruiters, Inc.; Centurion; On-site; ZAR 180,000 - 300,000; Full time

Job summary

OUTsurance in South Africa is seeking a retention advisor to handle difficult calls, retain clients, and ensure they remain part of the OUTsurance family.

You will resolve client queries and complaints professionally, aligning with quality standards and OUTsurance values, with a focus on cross-selling and exceptional service.

The ideal candidate has extensive sales and customer service experience in financial services, FAIS RE5 preferred, and the resilience to meet targets.

Qualifications

• Extensive sales and customer service experience in financial services.
• FAIS RE5 regulatory exams completed preferred.
• Experience in handling challenging client interactions with professionalism.

Responsibilities

• Handle difficult calls to retain clients and keep them within the OUTsurance family.
• Resolve client queries and complaints according to quality standards and company values.
• Cross-sell existing policies while maintaining high levels of service and client satisfaction.

Skills

Sales

Customer service

Communication

Negotiation

Persuasion

Computer literacy

Administrative skills

Independence

Education

FAIS RE5 completed

Job description

OUTsurance in South Africa is seeking a retention advisor to handle difficult calls, retain clients, and ensure they remain part of the OUTsurance family.

You will resolve client queries and complaints professionally, aligning with quality standards and OUTsurance values, with a focus on cross-selling and exceptional service.

The ideal candidate has extensive sales and customer service experience in financial services, FAIS RE5 preferred, and the resilience to meet targets.