Retentions Consultant (must have RE5 & FAIS qualification)

SUMMARY:
This role focuses on retaining clients post-sale by delivering exceptional client service in line with the company’s values and retention strategies. The ideal candidate will be responsible for addressing cancellation requests, policy lapses, and missed payments through strategic objection handling, empathetic communication, and tailored solutions that meet our clients’ needs

POSITION INFO:
Key Responsibilities
-  Contact clients who wish to cancel or have missed payments to understand concerns and provide 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 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 client queries efficiently.
-  Share insights with management on trends in cancellations and client objections.
- Collaborate with your team, stay self-motivated, and uphold values and compliance standards.