Insurance Customer Retention Specialist

2 weeks ago


Johannesburg, Gauteng, South Africa Energy at Work Projects Full time

At Energy at Work Projects, we're seeking a skilled Insurance Customer Retention Specialist to join our team. As a key member of our call centre team, you'll be responsible for exercising innovative retention methods to retain our clients.

Key Responsibilities:

  • Develop and implement dynamic retention strategies to minimize customer attrition.
  • Validate client policies to ensure accuracy and timeliness.
  • Analyze client needs and identify opportunities for cross-selling and up-selling.
  • Grow our existing client base through effective relationship management.
  • Collaborate with underwriters and product owners to resolve client queries and complaints.
  • Provide exceptional customer service and support via telephone.
  • Meet and exceed performance targets.
  • Foster customer loyalty and business growth through relationship management.
  • Ensure prompt query resolution to prevent complaints.

Qualifications & Experience:

  • Maintenance of Matric qualification.
  • A minimum of 120 Insurance credits.
  • Relevant qualification (certification, Diploma, Degree) in Insurance.
  • Regulatory Exams (e.g., FAIS).
  • Class of business (COB) and compliance training.

Experience:

  • A minimum of 2 years of experience in the Insurance industry.
  • Short-term Insurance experience.
  • Minimum of 2 years of call center/telephone experience.
  • Minimum of 1 year of sales/retention contact center experience.


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