Retention Consultant

Recruiter:

Red Ember Recruitment

Job Ref:

644624000027984102

Date posted:

Friday, October 2, 2026

Location:

Pretoria, South Africa

Salary:

17000

SUMMARY:
-

POSITION INFO:

Red Ember Recruitment is recruiting for a Retention Consultant for our client in Pretoria East.

Requirements

Matric (Essential)
RE5 Qualification
FAIS-compliant (RE5 and/or relevant qualification) – advantageous
Class of Business (Essential and /or advantageous)
Minimum 2 years Retentions/Customer care/ sales experience (insurance experience preferred)

Key Responsibilities:

Contact clients who wish to cancel or have missed payments to understand concerns and provide tailored solutions.
Use strategic objection handling to retain clients and reduce policy lapses.
Manage and follow up on payment arrangements and outstanding premiums in line with compliance requirements.
Offer alternative cover, discounts, or payment options to suit client needs.
Educate clients on the value and relevance of the clients' insurance products.
Maintain accurate client records on the CRM system.
Handle all client interactions professionally and empathetically, ensuring FAIS and TCF compliance.
Liaise with internal departments to resolve the client queries efficiently.
Share insights with management on trends in cancellations and client objections.
Collaborate with your team, stay self-motivated, and uphold clients' values and compliance standards.

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