PAM 17647 - Retentions Agent (Insurance) – Bryanston

Your duties will encompass:

• 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).
• Effectively upsell required products as determined by a client needs analysis and available coverages.
• Apply or provide competitor comparisons where necessary relative to the cancellation reason and customer needs to provide options to customers.
• Update key customer information across all relative systems as required.
• Effective retention of customers for the business across all channels and brands measured by agreed persistency ratios.
• Arrange for the payment of outstanding premiums to ensure cover is in place.