Retentions Agent
3 weeks ago
- Jobs by Location
- Job by industries
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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