Short Term Insurance Customer Retention and Service Consultant (FAIS)

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

Job summary

A leading financial institution in Johannesburg is looking for a Customer Service Representative to enhance customer satisfaction by responding to inquiries and upselling insurance products. The successful candidate must have a financial services qualification and experience in a similar role. This position emphasizes compliance and continuous professional development.

Qualifications

• Experience in customer service roles with a focus on call resolution and satisfaction.
• Must hold a FSCA-approved qualification and pass the regulatory exam for representatives (RE5).
• Training in specific products and ongoing professional development required.

Responsibilities

• Answer incoming calls and resolve customer queries promptly.
• Upsell indirect insurance products to improve customer service.
• Ensure compliance with service standards and regulations.

Skills

Customer service

Problem-solving

Communication

Education

Further Education and Training Certificate (FETC)

Job description

Overview

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of history and strong regional and international expertise, a career with our family offers the opportunity to be part of an exciting growth journey and to 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).

Affirmative Action and Equality

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.