Retention Intern
4 days 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 for people, communities and businesses.
Role Purpose
**Role Purpose**
Effectively reinstating policies and preventing replacements to ensure increased new business.
Requirements
- Grade 12 or equivalent qualification
- Relevant financial planning degree or qualifications
- Knowledge of the financial services or insurance industry
- No experience Required
Duties & Responsibilities
You will learn to:
- Ensure the engagement and retention of clients within the current portfolio.
- Ensure an agreed level of successful replacement and reinstatement saves agreed as per the team's monthly target.
- All replacements and reinstatements are attended to within the specified turnaround time.
- Answer and provide first time resolution and quality driven responses to all correspondences.
- Adhere 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
- Keep client informed (verbally and/or in writing) if any unresolved queries is outstanding.
- Delivering effective and consistent service and support to external clients within specified service level agreements.
- Engaging and retaining of clients within their current portfolios aligned to the Treating Customers Fairly principles.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- 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.
Competencies
Planning and organising skills - Time management skills - Data capturing skills - Interpersonal skills - Communication skills
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.
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