Senior Client Retentions Manager
2 weeks ago
**We're looking for**
An experienced retentions specialist to join our clients operations team, you will be responsible for ideating, designing, implementing, and managing all retention and conservation strategies for the company's funeral insurance book.
**Who are you?**
- Thorough understanding of the funeral and micro in insurance landscape of South Africa
- Strong written, presentation and analytical skills
- Incredibly detailed oriented
- Strong experience in designing and implementing retention strategies
- A Strong, positive and focused mind-set
- Experience analysing data to identify gaps that will then correlate in the enhancement of the retentions strategy
- Strong written and verbal communication skills
- Proactive mind-set
**What's the role?**
**You will be responsible for**:
- Collaborate with internal teams and external partners to define the key conservation strategies
- Develop, maintain, and analyse the performance of the funeral book
- Identify current gaps in the retentions & conservation areas operational infrastructure
- Provide daily, weekly and monthly reports outlining cancellations, lapses, NTU's, persistency ratios, retention results
- Manage and enhance relationships with relevant external partners
- Design a retentions framework & implement omnichannel strategies in the retentions space
- Proactively identify potential issues within the client base and build resolution plans
- Design appropriate objectives for the retentions team and management Assist this team in achieving these objectives with clearly defined metrics & KPIs
- Manage and refine the retentions strategy to ensure retentions is optimal
- Analyse the data to acquire relevant knowledge of the company clients so as to identify their needs and analyse their behaviour
- Run surveys with the company's client base to determine opportunities and challenges
- You will work closely with the relevant management to enhance client experience
- You will be responsible for complaint management and ensuring the complaints framework is adhered to
- Implement effective communication strategies per retentions bucket
**Boxes to tick**
- Matric
- Completed RE1 examination - advantageous
- Experience with premium collections - advantageous
- A minimum of 6+ years of relevant retentions experience within an in an insurance company that focuses on funeral or micro-insurance products
- Reside in Gauteng
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