Insurance Retention Agent

Findojobs South Africa; Gauteng; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial institution is seeking a Retentions Agent to enhance customer retention through various activities. The role requires at least 2 years of retention and short-term insurance experience. Candidates will manage stakeholder engagement and achieve retention targets in a dynamic team environment. Opportunities for networking and innovation will be available.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Qualifications

• Minimum 2 years of retention experience.
• Minimum 2 years of short-term insurance experience.

Responsibilities

• Achieve monthly retention targets.
• Maintain accurate and timely administration.
• Manage stakeholder engagement.
• Adhere to risk and compliance requirements.
• Excel in retention activities, reinstatements, policy reviews.

Skills

Goal-oriented

Solution-oriented

Teamwork

Education

Matric

Short-term insurance qualification

RE Qualification

Job description

Description

Interacts with existing customers to perform various retention-related activities, including cross-selling, suggesting alternative products, resolving customer queries and dissatisfaction, and providing product education to maximize customer experience and positively impact retention.

Hello Future Retentions Agent!

Welcome to FNB, the home of the #changeables. We design for shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen.

As part of our team in FNB STI RETENTIONS, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can :

• Achieve monthly retention targets
• Maintain accurate and timely administration
• Manage stakeholder engagement
• Adhere to risk and compliance requirements
• Strive for teamwork, self-management, and alignment with FNB values
• Excel in retention activities, reinstatements, policy reviews, upselling, and policy cancellations

You will be an ideal candidate if you have :

• Minimum 2 years of retention experience
• Minimum 2 years of short-term insurance experience
• RE Qualification
• Short-term insurance qualification
• Matric (Essential)

You will have access to :

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you are :

• Goal-oriented
• Able to work in a target-driven environment
• A knack for seeking solutions amidst adversity

Apply now if you are interested in taking the next step. We look forward to engaging with you!

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose it.

Job Details

Note that applications will not be accepted on or after the following date: 25 / 07 / 25. Kindly submit applications before this closing date.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose it.