Retentions Consultant | Talent pool

Discovery Limited; Sandton; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player in the short-term insurance sector is seeking a Retentions Consultant to join their dynamic team. In this role, you'll be instrumental in negotiating with clients to retain their policies, ensuring exceptional customer service and adherence to compliance standards. The company prides itself on its innovative approach to insurance, aiming to create a nation of great drivers through its award-winning programs. If you possess strong problem-solving skills, are target-driven, and thrive in a fast-paced environment, this opportunity offers a chance to make a meaningful impact while growing your career in a supportive and forward-thinking organization.

Qualifications

• At least 2 years’ retentions experience in short-term insurance.
• Minimum 2 years’ sales experience.

Responsibilities

• Negotiate with clients to retain their policies.
• Achieve client retention and reduce policy cancellations.

Skills

Problem-solving skills

Target-driven

Self-motivated

Persuasive

Attention to detail

Education

Matric

FAIS Credits

RE5 qualification

Class of business certificate

CPD certificate

Degree

Job description

Discovery – Insure Retentions Consultant – Short Term Insurance

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Insure

Discovery Insure is committed to creating a nation of great drivers and building better businesses through our innovative Shared-value Insurance model. Discovery Insure is South Africa’s fastest growing short-term insurance company with comprehensive products that provide protection against current and emerging risks facing clients in the motor and home insurance sectors. Vitality Drive, an internationally recognised and award-winning programme, is a key differentiator in the market that incentivises and rewards clients for driving well. The Vitality Drive programme has been scaled to local and international markets including Europe and the Middle East.

The company employs over 1,000 people dedicated to putting customers and financial advisers first by providing innovative solutions and cover.

Key Purpose

To negotiate with existing and prospective clients to retain their policies with Discovery Insure.

Areas of Responsibility

• Achieve client retention targets
• Reduce policy cancellations
• Offer financial advice and promote product benefits as required
• Achieve not taken up (NTU) targets
• Ensure accurate, timely administration on relevant systems
• Meet monthly product and soft skills knowledge targets
• Engage with stakeholders effectively
• Adhere to risk and compliance requirements
• Demonstrate teamwork, self-management, and alignment with Discovery values

Skills and Attributes

• Problem-solving skills
• Target-driven and goal-oriented
• Self-motivated and able to perform under pressure
• Persuasive and resilient
• Tenacious and attentive to detail
• Quick learner with the ability to apply knowledge

Education and Experience

• Matric (Essential)
• FAIS Credits - full qualification (Essential)
• RE5 qualification (Essential)
• Class of business certificate (Essential and/or advantageous)
• CPD certificate (Essential and/or advantageous)
• At least 2 years’ retentions experience in short-term insurance (Essential)
• Minimum 2 years’ sales experience (Essential)
• Degree (Advantageous)

We consider our Employment Equity Plan and Targets during recruitment. As an Equal Opportunities employer, we welcome applications from people with various disabilities.