Retentions Agent

3 weeks ago


Johannesburg, Gauteng, South Africa Momentum Metropolitan Holdings Limited Full time
Job title : Retentions Agent (ADMED)Job Location : Gauteng, JohannesburgDeadline : April 05, 2025Quick Recommended Links
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Requirements

  • Matric 
  • FAIS accredited representative for Short-Term Personal Lines products FAIS Fit and Proper including RE5
  • Computer Literacy (MS Word, Outlook and Excel)
  • At least 1-year outbound call centre experience in sub-category Short-Term Personal Lines OR Health Service Benefits
  • Knowledge of the local healthcare or gap cover industry and the client retention process would be advantageous

Duties & Responsibilities

  • Telephonically contact customers whose cover has terminated or lapsed in the last 90 days to successfully retain them as direct clients.
  • Propose cover options available to customers to prevent their policy cover from remaining terminated.
  • To contact clients in arrears with policy premiums and to reach a payment agreement on how the arrears will be settled. 
  • To contact clients who request their policy to be cancelled and to attempt to retain them first before processing the policy cancellation in accordance with the cancellation protocols.
  • Assist inbound customers who want to take cover directly from Admed (not through a broker).
  • Provide excellent customer service and ensure that the principles of Treating Customers Fairly (TCF) are delivered across every function performed.
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