Retentions Consultant

2 days ago


Johannesburg, South Africa B-Sure Full time

Job Overview

**Date Posted**:
Posted 2 hours ago

**Location**:
Johannesburg, Gauteng

**Job Title**:
Retentions Consultant

**Salary**:
R7,500

**Salary Type**:
Basic + Commission

**Education Level**:
High School / Matric

**Job Level**:
Junior

**Required Experience**:
0 - 1 Years

Retentions Consultant - Johannesburg

A Retentions Consultant position is available in Bedfordview, Johannesburg, Gauteng, South Africa.

**Responsibilities and Duties - Retentions Consultant**:

- Receive and process all cancellations received. This could be in the form of either cancelations confirmed (policies already cancelled by the insurer) or cancellations requests (policies which are active, and the client has the intention of cancelling).
- Meet daily minimum targets
- Action/attempt to action all assigned clients on a daily basis.
- To contact and attempt to retain clients by relationship building to minimize any future cancellations.
- Analyze customer feedback and provide any trends to the Retentions Manager, thus allowing for new techniques to be developed to ensure retention.
- Provide excellent customer services to ensure customer satisfaction.
- When communicating with clients, ensure that the client is aware of the importance of insurance and is able to make an informed decision regarding their cover.
- Explain to customers about new products and benefits, ensure all knowledge of products is up to date.
- Perform customer negotiations and reach a fair conclusion.
- Ensure that all clients details are correct (banking details, personal information and risk items), if the client is retained.
- Cancel policies with Insurance Companies, if not retained.
- Ensure that all admin is completed daily, to ensure B-Sure’s System correlated with the Insurance Companies’ System.
- Ensure all quotes have been performed correctly.
- At all times, update Cura with all details pertaining to last conversation with client.
- ILD Tests - attend training and pass tests on a monthly basis.
- Perform all other assigned duties.

**Key Competencies - Retentions Consultant**:

- Communication Skills: written and verbal: the capacity to clearly present information
- Negotiation Skills: Ability to communicate, persuade clients to reach a compromise.
- Time Management: The ability to use one’s time effectively and productively.
- Multitasking Ability: Judge different work activities and shift attention from one task to another.
- Ideally, one needs to be able to meet the demands of several different tasks/stakeholders without dropping the ball.
- Performance Driven: Ability to be motivated to take action, seize opportunities and pursue goals.

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