Retentions Agent

2 days ago


Cape Town, South Africa A1 Financial Services Full time

We require dynamic Retentions agents with experience in the insurance industry - mass market. This portfolio specializes in “customer first contact” for recently purchased insurance products for a leading brand.

You will be based in the Western Cape, Southern Suburbs.

**Client Retention Agent Job Responsibilities**:

- Introductory call to customers welcoming them and re-iterating product benefits and reconfirming policy details
- Convince clients to pay arrear premiums, re-instate lapsed policies, restructure policies to make more affordable, and query why premiums are not being paid
- Identify and assess customers’ needs to achieve satisfaction and possible completion and amendment to sale
- Meet personal / customer service team targets and call handling SLA
- Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution

**Retention Representative Qualifications / Skills**:

- Customer service or Sales experience
- Product knowledge
- Market knowledge
- Problem solving
- Documentation skills
- Phone skills
- Listening
- Resolving conflict
- Analysing information
- Multi-tasking
- Computer literate (Office, Word, Excel Internet Explorer)

**Requirements**:

- Matric is essential /NQF4
- Proven customer support experience or experience as a client service representative - minimum 2 years’ experience
- Prior experience in the insurance industry would be an advantage
- Strong phone contact handling skills and active listening
- Familiarity with CRM systems and practices

**Benefits**
- Basic + Commission
- Incentives

**Salary**: R5,000.00 - R5,500.00 per month

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)


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