Consultant, Retentions - Funeral

Standard Bank Of South Africa Limited; Gauteng; On-site; ZAR 180 000 - 250 000; Full time

Job summary

A leading company in Insurance & Asset Management seeks a dedicated professional to provide exceptional customer service. The role involves managing cancellation requests, reinstating policies, and upselling products to enhance client retention and contribute to revenue. Ideal candidates will have a strong background in the insurance industry and proven sales experience.

Qualifications

• Completed Matric and NQF 5A qualification with Insurance credits required.
• FAIS certification and regulatory exams needed.

Responsibilities

• Ensure cancellation requests are managed effectively to retain clients.
• Reinstate policies as per client requests promptly.
• Upsell policies during customer interactions.

Skills

Customer Service

Sales

Education

Completed Matric

NQF 5A qualification or higher with Insurance credits

FAIS (Long Term Insurance) certification

Job description

Business Segment : Insurance & Asset Management

Location : ZA, GP, Roodepoort, Ellis Street 4

Job Summary: To provide a high level of service (telephonically and via correspondence) to Customers.

Main Responsibilities:

1. Ensure all cancellation requests are retained by utilizing available tools, such as highlighting product benefits, offering downgrades or cover reductions, and providing discounts tailored to client needs, to keep clients on the books.
2. Reinstate policies as per clients' requests, ensuring prompt and accurate reinstatement.
3. Upsell policies during interactions to contribute to the company's revenue.

Qualifications :

• Completed Matric
• NQF 5A qualification or higher with Insurance credits
• Regulatory Exams
• FAIS (Long Term Insurance) certification
• Class of Business (COB) and compliance training

Experience :

• Minimum of 2 years in the insurance industry
• At least 2 years in a call centre/telephone environment
• Minimum of 1 year in sales or retention contact centre