Short-Term Insurance, Personal lines (FAIS), Customer Service and Retentions Consultant

Absa Group; Johannesburg; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Absa Group is seeking a Customer Service and Retentions Consultant to enhance customer satisfaction by addressing queries, upselling insurance products, and providing financial advice. With a focus on quality assurance and compliance, this role requires strong communication skills and the ability to uphold integrity and professionalism.

Qualifications

• Must pass Regulatory Exam for Representatives (RE5).
• Product-specific training upon onboarding.

Responsibilities

• Deliver dynamic customer service by resolving queries and upselling products.
• Ensure customer satisfaction and compliance with standards.

Skills

Customer service

Problem-solving

Communication

Education

Further Education and Training Certificate (FETC)

FSCA-Approved Qualification

Job description

Short-Term Insurance, Personal Lines (FAIS), Customer Service and Retentions Consultant

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

With over 100 years of rich history and a strong position 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 promptly, resolving customer queries, upselling other direct Insurance products, offering financial advice, and handling retentions.

Job Description

• Customer satisfaction, call resolution, quality assurance, and compliance.
• FAIS Fit and Proper Requirements (Advice and Intermediary Service): FSCA-Approved Qualification, Regulatory Exam for Representatives (RE5).
• Product-specific training upon onboarding.
• Class of Business Training and Continuous Professional Development.
• Uphold 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 to promote demographic diversity.

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

About the company

Absa Group Limited, formerly Amalgamated Banks of South Africa, is a South African-based financial services group offering personal and business banking, credit cards, corporate and investment banking, wealth and investment management, among other services.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Reasonable accommodations are available for applicants with disabilities. Contact [e-mail] or 407-000-0000 for assistance.

All new hires must complete Form I-9 and provide proof of identity and work eligibility. An Automated Employment Decision Tool (AEDT) will evaluate skills and responses. For NYC applicants, alternative processes or accommodations can be requested at [e-mail] or 407-000-0000.