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Client Retention Specialist

1 week ago


Roodepoort, Gauteng, South Africa Standard Bank of South Africa Limited Full time

Our Company:

The Standard Bank of South Africa Limited is a leading financial institution that offers a range of insurance products to its customers. Our team is committed to providing exceptional service and ensuring that our customers remain satisfied with our products.

Job Role:

We are seeking a highly skilled Long Term Retentions Consultant to join our team. The primary function of this role is to ensure that all cancellation requests are retained by using all tools provided, for example, by offering product benefits, downgrading or reducing cover, and discounts to suit the client's needs.

Responsibilities:

  • To reinstate policies as per client's requests, using this opportunity to upsell on the policy, which will contribute to the company's revenue.
  • To provide a high level of service to our customers, ensuring that all cancellation requests are retained.

Requirements:

  • A minimum of 120 Insurance credits
  • FAIS (Long Term Insurance)
  • Class of business (COB) and compliance training