Retention Advisor
6 days ago
**Introduction**
**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 a financial advisory role or similar before2. Class of Business training effective from 01 August 20183. 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
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