Retentions Advisor
6 months ago
**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, protect what matters to them and invest for the future. We help companies
and organisations care for and reward their employees and members. Through our own network of advisers or via
independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions
**Role Purpose**
Our advisors within the Client Retentions environment will deal with client queries and complaints; specifically
from clients that want to cancel their insurance; on all levels in a competent, efficient and professional way and in
accordance with the values of Momentum Insure.
**Requirements**:
- Matric or equivalent
- Relevant regulatory qualifications from a FSCA perspective:
1. Regulatory exams if you have been in afinancial advisory role or similar before
2. Class of Business training effective from 01 August 2018
3. Continuous professional development (CPD) points if you have been in a financial advisory role or similar before effective from 01 June 2018
- Understanding of a short-term insurance industry
- Previous call centre experience in a short-term insurance client centric, retention or sales environment will
be preferred- Experience in short-term insurance will be advantageous
**Duties & Responsibilities**
As a client retentions advisor, you will be responsible for retaining existing clients who want to cancel their
insurance.
**Competencies**
- Client service oriented
- Attention to detail/Quality oriented
- Deadline and results oriented/Work standards
- Initiative
- Enthusiastic and passionate about the job and the company
- Effective at planning and organisation/Work management
- Teamwork/Collaboration
- Judgment/Problem solving
- Adaptability
- Integrity
- Tolerance to work in a high pressured environment
- Interpersonal and communication skills
- Selling skills
- Negotiation skills
- Administration skills
- Influencing skills
- Practical learning ability
- Principles of client service
- Understand the workings of a call centre
- Computer literacy
- Product/Systems knowledge and/or potential to acquire such knowledge within a short space of time
- Living the Momentum values
-
Retentions Advisor
6 months ago
Centurion, South Africa OUTsurance Full timeCompany 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
6 months ago
Centurion, South Africa OUTsurance Full timeCompany 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
6 months ago
Centurion, South Africa OUTLife Full timeCompany 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 months 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...
-
Commercial Retention Advisor
2 weeks ago
Centurion, South Africa OUTsurance Full time**Company Description** OUTsurance is a customer-centric financial services company with a global foot print. 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 things, to the outstanding people that work...
-
Commercial Retention Advisor
4 months ago
Centurion, South Africa OUTsurance Full timeJob DescriptionOur Commercial Retention Advisors are responsible for having crucial conversations when need be. It is their responsibility to retain clients and make sure these clients remain part of the OUTsurance family.Dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality...
-
Retention Advisor
5 months ago
Centurion, South Africa OUTsurance Full timeJob DescriptionOur retention advisors are responsible for handling difficult calls. It is their responsibility to retain clients and make sure these clients remain part of the OUTsurance family.Dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality standards that are in place...
-
Retention Advisor
3 months 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...
-
Retention Advisor
4 weeks ago
Centurion, South Africa OUTsurance Full timeCompany 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 with...
-
Pet Client Care/ Retention Advisor
5 months ago
Centurion, South Africa OUTsurance Full time**Company Description** OUTsurance is a world-class profit orientated short-term & life insurer. You always get something OUT, in that we are vibrant, successful and values orientated with an awesome dynamic culture. Our success can be attributed to the OUTstanding people that work for us. **Job Description** Responsibilities** - Our retention advisors are...
-
Insurance Retention Specialist
1 month ago
Centurion, Gauteng, South Africa OUTsurance Full timeJob Title: Retention AdvisorAt OUTsurance, we are seeking a highly skilled and motivated Retention Advisor to join our team. As a key member of our sales and service team, you will be responsible for handling difficult calls and ensuring that our clients remain part of the OUTsurance family.Key Responsibilities:Handle client queries and complaints in a...
-
Team Manager: Retentions
7 months ago
Centurion, South Africa Momentum Insure Company Limited Full time**Introduction**Role Purpose**Requirements**: - Matric/Equivalent qualification - Leadership or management studies completed or in progress will be beneficial. - Previous retention/customer service experience is essential - Previous leadership experience will be favourable - Must have completed the necessary regulatory exam/s (RE)as well as Full...
-
Advisor Technical
2 months ago
Centurion, South Africa Afgri Full timeTo provide support and technical advice where specialised knowledge is required to resolve problems and enhance skill levels of customers and support staff. This role forms part of the internal knowledge center within AFGRI Equipment. Works with the Workshop Managers and Technical Advisors to help solve problems. Helps to improve Technicians’ diagnostic...
-
Experienced Health Financial Advisor
2 months ago
Centurion, South Africa Health Solutions Full time**Introduction** - Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined...
-
Distribution Channel Director
7 months ago
Centurion, South Africa The Recruitment Council Full timeA unique opportunity to join one of South Africa’s largest FSP’s as a Channel Director. The role is accountable for footprint growth and client expansion while using social media, digital processes and technology and in line with the company’s holistic financial wellness approach. The role will lead this new tied channel to significantly contribute to...
-
Distribution Channel Director | Centurion
1 month ago
Centurion, South Africa The Recruitment Council Full timeA unique opportunity to join one of South Africa’s largest FSP’s as a Channel Director. The successful candidate will be responsible for translating and operationalizing the company’s strategy to develop and implement a new generation PSA (Product Supplier Agents) channel. The role is accountable for footprint growth and client expansion while using...
-
Talent Acquisition Specialist
4 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.Momentum Group | South Africa Financial...
-
Client Educator
5 months ago
Centurion, South Africa Momentum Corporate Full time**Introduction** **Role Purpose** Educate employers, financial advisors and members on their group benefits to promote product utilization, understanding of benefits as well as promote and educate stakeholders (internal and external) regarding availability of digital platforms that the company provides. **Requirements**: - Grade 12 - NQF 6 or equivalent...
-
Client Educator
3 months ago
Centurion, South Africa Momentum Corporate Full time**Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Educate employers, financial advisors and members on their group benefits to promote product utilization, understanding of benefits as well as promote and educate stakeholders (internal and external) regarding...
-
Head of Strategic Wealth Management
7 months ago
Centurion, South Africa The Recruitment Council Full timeBusiness Acumen: - Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group Client / Stakeholder Commitment: - Anticipates, meets and exceeds client’s needs by creating long lasting relationships that...