Insurance Retention Specialist

4 weeks ago


Johannesburg, Gauteng, South Africa Energy at Work Projects Full time
Job Title: Insurance Retention Specialist

Energy at Work Projects is seeking an experienced Insurance Retention Specialist to join our team. As a key member of our call centre, you will be responsible for exercising innovative retention methods to retain our clients.

Key Responsibilities:

  • Develop and implement dynamic retention strategies to reduce policy cancellations.
  • Analyze client needs and identify opportunities for cross-selling and up-selling.
  • Negotiate with product owners and underwriters to find solutions for policy reinstatement.
  • Ensure all targets are met and customer satisfaction is high.
  • Facilitate the development of customer and business loyalty through relationship management.

Qualifications & Experience:

  • Matric or equivalent qualification.
  • A minimum of 120 insurance credits.
  • Relevant qualification (certification, diploma, degree).
  • Regulatory exams (FAIS, etc.).
  • Minimum 2 years insurance industry experience.
  • Short-term insurance experience.
  • Minimum 2 years call centre/telephone experience.
  • Minimum 1-year sales/retention contact centre experience.


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