Retentions Consultant

5 days ago

Pretoria, Gauteng, South Africa TAC Recruitment (Pty) ltd Full-time R 180,000 - R 240,000 Contract

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Contact clients who wish to cancel or have missed payments to understand concerns and provide tailored solutions.
Use strategic objection handling to retain clients and reduce policy
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
Educate clients on the value and relevance of companys insurance
Maintain accurate client records on the CRM
Handle all client interactions professionally and empathetically, ensuring FAIS and TCF
Liaise with internal departments to resolve client queries
Share insights with management on trends in cancellations and client
Collaborate with your team, stay self-motivated, and uphold company values and compliance

Matric (Essential)
RE5 Qualification
FAIS-compliant (RE5 and/or relevant qualification) advantageous
Class of Business (Essential and /or advantageous)
Minimum 2 years Retentions/Customer care/ sales experience (insurance experience preferred)
Familiarity with CRM systems