Strategic Insurance Retentions Specialist

Standard Bank Group; Roodepoort; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Standard Bank Group in Roodepoort seeks a Multi-product Retentions Consultant to provide telephonic and written support to customers, focusing on retaining cancellations by presenting product benefits and alternatives. The role also covers reinstatement of policies and prudent upselling where possible.

Candidates should have a diploma in Finance and Accounting, relevant insurance credits, and FAIS/COB training, with 3+ years in Short Term Insurance and 2+ years call centre experience.

Qualifications

• Matric required.
• Minimum 120 insurance credits required.
• Regulatory exams required.
• FAIS accreditation required.
• COB and compliance training required.
• Minimum 3 years in the insurance industry.
• Minimum 2 years call centre/telephone experience.
• Insurance product knowledge of at least one product.

Responsibilities

• Provide high level service to customers telephonically and via correspondence.
• Retain cancellations by offering product benefits, downgrades or discounts.
• Handle reinstatement of policies and upsell where appropriate.
• Adhere to procedures and maintain accurate client records.

Skills

Interacting with People

Team Working

Articulating Information

Interpreting Data

Following Procedures

Education

Diploma in Finance and Accounting

Matric

120 Insurance credits

Regulatory Exams

FAIS

COB and compliance training

Job description

Standard Bank Group in Roodepoort seeks a Multi-product Retentions Consultant to provide telephonic and written support to customers, focusing on retaining cancellations by presenting product benefits and alternatives. The role also covers reinstatement of policies and prudent upselling where possible.

Candidates should have a diploma in Finance and Accounting, relevant insurance credits, and FAIS/COB training, with 3+ years in Short Term Insurance and 2+ years call centre experience.