Insurance Retention Specialist | Client Solutions

Red Ember Recruitment (PTY) Ltd; Pretoria; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Red Ember Recruitment (PTY) Ltd in Pretoria East is seeking a Retention Consultant to engage clients, understand cancellation triggers, and offer tailored solutions to reduce policy lapses. You will assess risk, propose alternative coverage, and retain valuable customers while ensuring compliance with FAIS and TCF.

The role requires a minimum of 2 years in retentions or customer care with insurance exposure, matric and RE5 qualifications.

Qualifications

• Matric (Essential)
• RE5 Qualification
• Class of Business (Essential and/or advantageous)
• Minimum 2 years Retentions/Customer care/sales experience (insurance experience preferred)

Responsibilities

• Contact clients who wish to cancel or have missed payments to understand concerns and provide tailored solutions.
• Use strategic objection handling to retain clients and reduce policy lapses.
• Manage and follow up on payment arrangements and outstanding premiums in line with compliance requirements.
• Offer alternative cover, discounts, or payment options to suit client needs.
• Educate clients on the value and relevance of BetterSure's insurance products.
• Maintain accurate client records on the CRM system.
• Handle all client interactions professionally and empathetically, ensuring FAIS and TCF compliance.
• Liaise with internal departments to resolve client queries efficiently.
• Share insights with management on trends in cancellations and client objections.
• Collaborate with your team, stay self-motivated, and uphold BetterSure's values and compliance standards.

Skills

Retention experience

Customer care

Sales experience

Empathy

Education

Matric

RE5 Qualification

Class of Business

Tools

CRM system

Job description

Red Ember Recruitment (PTY) Ltd in Pretoria East is seeking a Retention Consultant to engage clients, understand cancellation triggers, and offer tailored solutions to reduce policy lapses. You will assess risk, propose alternative coverage, and retain valuable customers while ensuring compliance with FAIS and TCF.

The role requires a minimum of 2 years in retentions or customer care with insurance exposure, matric and RE5 qualifications.