Short Term Insurance Client Services and Retention Consultant

Absa Group; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A major South African bank in Johannesburg is seeking a customer service representative to provide dynamic support. Responsibilities include answering calls, resolving queries, and upselling indirect insurance products. Candidates should hold a Further Education and Training Certificate (FETC) and have experience in financial advice and compliance with legal standards. The role is integral to enhancing customer satisfaction and ensuring service quality.

Qualifications

• Experience with customer service and handling queries.
• Familiarity with insurance products and financial advice.
• Compliance with FAIS Fit and Proper Requirements.

Responsibilities

• Answer incoming calls timeously and resolve customer queries.
• Upsell indirect insurance products to customers.
• Ensure customer satisfaction and quality assurance of service.

Skills

Dynamic customer service

Call resolution

Quality assurance

Financial advice

Education

Further Education and Training Certificate (FETC)

Job description

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

To deliver dynamic customer service by answering incoming calls timeously, resolving customer queries and upselling other idirect Insurance products on offer. Offer financial advice to the customer and handle retentions.

Job Description

Customer satisfaction, call resolution, quality assurance of service and calls, and compliance. FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service): FSCA-Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Training Continuous Professional Development Attest To Honesty, Integrity, and Good Standing

Education

Further Education and Training Certificate (FETC)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised