Retentions Consultant - Long-Term Insurance x4

SUMMARY:
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POSITION INFO:

One of the largest banking giants is currently seeking Long Term Insurance Retentions Consultants to be based in their call centres

Key Responsibilities:

• Exercise dynamic and innovative retention methods in order to retain our clients. For example: if premium is a problem for client; downgrade or reduce cover, offer discounts
• Validate policy for retained client is captured timeously and accurately 
• Analyze client need, identify appropriate product and action opportunities for cross-selling and up-selling
• Grow existing client base;
• Adhere to underwriter’s rules and business procedures;
• Negotiate with Product Owners, Underwriters where required to find a solution and way forward for the policy to continue, especially at reinstatement of a policy
• The entire process must be conducted telephonically
• Resolves insurance related queries and complaints from customers;
• Ensures that all targets are met;
• Facilitates the development of customer and business loyalty through relationship management and consistently portray a professional corporate image in accordance with the values of the bank
• Query resolution within turnaround times to avoid complaints

Qualifications & Experience

Qualification

• Matric
• A minimum of 120 Insurance credits
• Relevant qualification (certification, Diploma, Degree)
• Regulatory Exams
• FAIS
• Requirements include Class of business (COB) and compliance training

Experience

• Minimum of 2 years insurance industry experience;
• Short Term Insurance Experience 
• Minimum of 2 years call center/telephone experience;
• Minimum of 1-year sales/ retention contact center experience.

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