An exciting opportunity has become available for a Retention Adviser in the Client Engagement team at Santam Direct, with offices based in Cape Town.
WHAT WILL YOU DO?The responsibility of the Retention Adviser is to retain clients while offering world-class products and services and achieving targets efficiently and professionally. The successful candidate must demonstrate resilience, ambition, enthusiasm, and passion for their work and Santam.
RESPONSIBILITIESRetain clients by leveraging persuasive skills to identify and address their needs.Create opportunities for retention by proactively engaging with clients who have unpaid debit orders.Reinstate cancelled policies by applying effective persuasion techniques.Address inquiries and ensure client retention through exceptional customer service.Educate clients on Santam Direct's product features, billing processes, service offerings, and overall value.Meet monthly key performance metrics and adhere to workforce management protocols.Drive marketing campaigns through upselling and cross-selling initiatives.Research competitive pricing and policy services to provide clients with suitable comparisons and options.Perform additional duties as required.QUALIFICATIONS AND EXPERIENCE• RE Qualification
• FAIS compliant (150 credits)
• 3 years' experience in Personal Lines insurance: Retentions
SKILLSExceptional negotiation and persuasion abilitiesStrong verbal and written communication skillsExcellent interpersonal and networking capabilitiesProven track record of adherence to quality standards and complianceStrong client service orientationAbility to thrive under pressureSound judgement and decision-making skillsAttention to detailSelf-motivated with a proactive approachCapability to work independentlyCOMPETENCIESSPECIFIC REQUIREMENTSThere will be a probationary period for three months, which consists of the following two phases:
Four-week training period after which your knowledge will be assessed.On-the-job evaluation phase during which progress will be measured against your ongoing ability to meet a set sales target.WHO ARE WESantam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered on our delivery of insurance good and proper.
Please note this appointment will be made in line with the Santam Employment Equity targets. People with disabilities are welcome to apply.
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