Financial Insurance Advisor – Retention & Solutions

Teleperformance; Gqeberha; On-site; ZAR 84,000 - 106,000; Full time

Benefits offered by this job

Transport allowance

Medical Insurance

Provident fund

Job summary

Teleperformance in South Africa is seeking a Financial Customer Service Advisor to safeguard and enhance customer loyalty by delivering excellent service and accurate information. The role emphasizes identifying and promoting relevant products and services to customers.

Key requirements include strong communication, a customer-first mindset, and experience in financial services or regulated industries. The position offers a monthly basic salary and additional benefits within a fast-paced,

Qualifications

• Excellent written and verbal communication.
• Self-motivated with a can-do attitude.
• Strong focus on customer satisfaction and retention.
• Experience in financial services or BPO environments is preferred.
• Familiarity with motor insurance processes is a plus.
• Matric or equivalent is essential.

Responsibilities

• Respond to inbound customers and colleagues to provide solutions.
• Take ownership of high-risk or vulnerable customers with end-to-end management.
• Identify opportunities to upsell or retain customers during interactions.
• Work to achieve First Call Resolution on every contact.
• Escalate issues and collaborate with colleagues to raise service standards.
• Assist with customer administration and product processing as needed to maintain efficiency.
• Adhere to FCA conduct rules and client requirements.

Skills

Excellent communicator

Self-motivated

Learning oriented

Target driven

Polite and friendly

Professional and welcoming

Strong customer focus

Excellent verbal communication

Active listening

Task prioritisation

Rapport building

Positive mindset

Customer empathy

Fast-paced adaptation

Ownership

Education

Matric or equivalent

Job description

Teleperformance in South Africa is seeking a Financial Customer Service Advisor to safeguard and enhance customer loyalty by delivering excellent service and accurate information. The role emphasizes identifying and promoting relevant products and services to customers.

Key requirements include strong communication, a customer-first mindset, and experience in financial services or regulated industries. The position offers a monthly basic salary and additional benefits within a fast-paced,