Insurance Retention Specialist

15 hours ago


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

We are seeking an experienced Insurance Retention Specialist to join our team at Energy at Work Projects. This role is responsible for exercising innovative retention methods to retain clients, analyzing client needs, and identifying opportunities for cross-selling and up-selling.

Key Responsibilities:
  • Develop and implement dynamic retention strategies to minimize policy lapse and maximize client retention.
  • Analyze client data to identify potential risks and opportunities for growth.
  • Negotiate with underwriters and product owners to find solutions that meet client needs and ensure policy continuity.
  • Resolves insurance-related queries and complaints from customers in a timely manner.
  • Ensure all targets are met and consistently portray a professional corporate image.
Requirements & Qualifications

To be successful in this role, you will need:

  • A minimum of 120 Insurance credits
  • A relevant qualification (certification, Diploma, Degree)
  • FAIS certification
  • Class of business (COB) and compliance training
  • Minimum of 2 years insurance industry experience;
  • Minimum of 2 years call center/telephone experience;
  • Minimum of 1-year sales/retention contact center experience.
Salary Information

The estimated salary for this role is R300,000 - R450,000 per annum, depending on experience and qualifications.



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