Digital Retention Specialist

2 weeks ago

Centurion, South Africa MMI Holdings Full time

-Introduction

Implementing and contributing to the Momentum Life Digital Retention strategy through proactively creating and maintaining efficiencies in the client’s journey to ensure retention of clients.
Role Purpose
Engage with clients to determine their requirements and recommend relevant products in order to achieve sales targets and retain clients.
Requirements

**Experience and Qualifications**
- Matric
- Relevant financial planning degree and qualifications
- 2-3 years' experience in financial planning
Duties & Responsibilities
- Maintain the Momentum Life digital client book through reviewing and improving Momentum Life Digital’s client journey to ensure retention of clients.
- Understanding the Momentum Digital lapses and cancellations - e.g. we know that premium collection at inception and the 1st 3 months is a challenge - we need solutions to this (Insights into trends on the lapses and cancellation - implement a solution for it)
- Investigate and implement growth opportunities within the existing Momentum Life Digital client book.
- Provide feedback on the shortfalls of the process and implement a solution for the shortfalls.
- Improve the current client communication to ensure regular engagement and retention of clients within the current portfolio.
- Proactively retain clients before lapses and arrears occur through understanding and gaining insights on client’s
- Manage the ongoing improvement of the current retention operations and strategies to achieve and improve on the current lapse assumptions.
- Implementing and managing the first premium collection process in line with the Digital Financial Planners’ process.
- Continuously delivering effective and consistent client service which supports the client’s needs.
- Answer and provide first time resolution and quality driven responses to all correspondences.
- Implement and manage the cancellation process with all relevant actions (such as exit interviews etc) through understanding the client’s motivation to cancel and to understand how the client can be retained.
- Adhere and contribute to the standard operating procedures when communicating with clients through recording and updating of calls, update query with actions taken.
- All communication to brokers and clients adheres to Momentum Policies and Internal processes adheres to standard department processes.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Develop and maintain productive and collaborative working relationships with colleagues, peers and stakeholders.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving your career development.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Responsibly managing financial and other company resources under your control.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Business Acumen - Understands how the business operates, what the key issues and risks are that drives business outcomes through the service and administrational tasks.
- Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
- Actively participates in change, does what is right for the business and drives continuous improvement through innovation.
- Prioritises the business interests of MMH and investing the success of the group by aligning effort across divisions.
- Manages self and relationships with others effectively and provides perspective in difficult situations.
- Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
- Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

  • 1783 - Customer Retention Specialist

    2 weeks ago

    Centurion, South Africa Ctrack Full time

    **We are seeking a Customer Retention Consultant to join our dynamic team and innovative company.**: **About the Customer Retention Specialist**: We are seeking proactive and empathetic _Customer Retention Specialists_ to join our team and play a critical role in managing B2B fleet cancellation requests. The primary goal of this role is to prevent customer...

  • Customer Retention Consultant

    7 days ago

    Centurion, South Africa Hello Group Recruitment Full time

    **Job Advert Summary**: We are looking for a dynamic retention officer/ specialist to work with customers, employees, and marketers to increase brand loyalty and revenue. In this role, you will deal directly with our customers to find out what issues they are facing, how we may improve our products or services, and how to retain their business. To be...

  • Retentions Advisor

    6 days ago

    Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 25 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

  • Retentions Advisor

    4 weeks ago

    Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

  • Retentions Advisor

    3 weeks ago

    Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

  • Life Retention Advisor

    4 weeks ago

    Centurion, South Africa OUTLife Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

  • Retentions Advisor

    5 days ago

    Centurion, South Africa Momentum Insure Company Limited Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

  • Digital Learning Content Developer Specialist

    5 days ago

    Centurion, Gauteng, South Africa Ziyana Group Full time

    ZiyanaGroup is a leading provider of digital learning solutions. We are seeking an experienced Digital Learning Content Developer to join our team.The successful candidate will be responsible for creating engaging and interactive learning materials to support our internal Learning and Development initiatives as well as those of our clients.Key...

  • Freelance Digital Marketing Specialist

    4 days ago

    Centurion, South Africa Teledial Marketing Full time

    Our company is looking for a Freelance Digital Marketing Specialist and Content Creator to generate leads through various platforms which will be used by the outbound telesales team to convert into sales. **Responsibilities**: Creating and executing digital marketing and social media campaigns. Developing visual assets for digital campaigns. Landing page...

  • Digital Transformation Executive

    2 weeks ago

    Centurion, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Momentum Metropolitan is a broad-based organisation in the financial services industry that is taking steps to enter a new digital frontier to enable businesses and people from all walks of life to achieve their financial goals and life aspirations. The Digital Transformation Specialist partners closely with our Chief Digital Information...

  • Retentions Front Office Specialist

    2 weeks ago

    Centurion, South Africa Momentum Life Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Effectively...

  • Digital Transformation Special

    2 weeks ago

    Centurion, South Africa MMI Holdings Full time

    -Introduction Division: Momentum Investments Business Unit: RISO (Wealth Interaction) Role Type: Permanent Level: Junior Location: Centurion/Cape Town (Hybrid working model) Reporting to: Portfolio Head Wealth Interaction Team Role Purpose Build, strengthen and maintain relationships with Momentum Investments key stakeholders and act as key contact to...

  • Retention Advisor

    4 weeks ago

    Centurion, South Africa OUTsurance Full time

    **Company Description** OUTsurance has been propelling the South African insurance industry forward for the last 26 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

  • Specialist, Digital and Branding

    1 week ago

    Centurion, South Africa Exxaro Recruitment Full time

    **Job Advert Summary**: **PURPOSE**: - To contribute to and implement a comprehensive digital and brand strategy aligned with our Sustainable Growth and Impact strategy, Corporate Affairs strategy and Exxaro's overall business objectives, which is focused on enhancing and managing brand visibility and reputation internally and externally across all...

  • Senior Digital Marketing Manager

    2 weeks ago

    Centurion, South Africa MMI Holdings Full time

    -Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose Responsible for Momentum...

  • Senior Digital Copywriter

    2 weeks ago

    Centurion, South Africa MMI Holdings Full time

    -Introduction At Momentum Multiply, we strive to bring more wellness to more people for less, and the best way for us to achieve this is through our marketing and communication talent. We are looking for a well-versed, vibrant, and digital-savvy individual to join our marketing team in taking Momentum Multiply to the next level. Role Purpose Provide...

  • Digital Marketing: PPC Specialist

    4 days ago

    Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other...

  • Digital Enablement Manager

    7 days ago

    Centurion, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose Drive...

  • Head: Group Digital Content

    4 days ago

    Centurion, South Africa Brand and Corporate Affairs Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

  • Publishing Specialist

    5 days ago

    Centurion, Gauteng, South Africa Square 1 Recruitment Full time

    About the RoleSquare 1 Recruitment is seeking a Publishing Specialist to join our team. The successful candidate will have experience working with XML and a strong understanding of the publishing industry.Key ResponsibilitiesWork closely with the editorial team to develop and maintain digital productsCollaborate with stakeholders to ensure timely delivery of...