Insurance Retentions Sales Agent

Qualification:

• Matric/Grade 12
• RE5 (Preferred)
• FETC: Short-term Insurance NQF4 or better (Preferred)
  • Meet the regulatory requirements (e.g. DOFA period, FAIS Fit & Proper)

Experience and skills required

• Must be vaccinated
• At least 2 years’ experience as a retentions or sales agent in a short-term insurance call centre environment.
• Knowledge of Short-Term Personal Lines Technical Elements
• Knowledge of Short-Term Personal Lines Insurance Products
• Advanced Sales Skills
• Proficiency using Microsoft Office – Outlook, Word and Excel

Key Responsibilities

• Accurately identify the origin and reason for policy cancellations (or cancelled policies).
• Determine the most appropriate approach of responding to the customer after identifying the cause for the policy cancellation (or potential policy cancellation).
• Gain an understanding of the customer’s portfolio with the business across comprehensive products; value added products and any other offerings (including policy tenure).
• Apply or provide competitor comparisons where necessary relative to the cancellation reason and customer needs in order to provide options to customers.
• Where appropriate, offer discounting strategies relative to customer profitability and options available from Insurer partners.
• Engage in effective brand reputation management aligned to specific customer concerns in order to limit brand damage and integrity.