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Retention Specialist
1 week ago
The position of Insurance Retention Expert exists within the Discovery Insure organization, focusing on the development and execution of strategies to enhance client retention. This role is a critical component in ensuring the company's continued growth and success.
Key Responsibilities
- Achieve and maintain high levels of client retention through proactive engagement and tailored solutions.
- Reduce policy cancellations by identifying and addressing potential issues promptly.
- Offer expert advice on product benefits and financial planning to clients.
- Maintain accurate and timely administration within relevant systems.
- Pursue monthly knowledge targets related to products and soft skills.
- Matric qualification (Essential).
- FAIS Credits full qualification (Essential).
- RE5 qualification (Essential).
- Class of business certificate (Essential and/or advantageous)
- Continuous Professional Development (CPD) certificate (Essential and/or advantageous)
- Minimum 2 years' retentions experience in the short-term insurance industry (Essential)
- Minimum of 2 years' sales experience (Essential)
- Degree (Advantageous)
