Insurance Retention Specialist
1 week ago
At Energy at Work Projects, we're seeking a skilled Insurance Retention Specialist to join our team. As a key member of our customer service team, you'll play a vital role in developing and implementing innovative retention strategies to drive business growth.
Key Responsibilities:- Innovative Retention Strategies: Design and deploy dynamic methods to retain our valued clients, including premium reductions, downgrades, and enticing discounts.
- Policy Validation: Ensure timely and accurate capture of policies for retained clients to meet company requirements and system cutoffs affecting debit orders.
- Client Needs Analysis: Analyze client needs and identify opportunities for cross-selling and up-selling, delivering tailored solutions.
- Client Base Growth: Cultivate and expand our existing client base.
- Adherence to Underwriting Standards: Strictly adhere to underwriter's rules and business procedures.
- Negotiation Expertise: Collaborate with Product Owners and Underwriters when necessary to find solutions, especially during policy reinstatements—all done through telephonic interactions.
- Client Query Resolution: Address insurance-related queries and customer complaints promptly and effectively.
- Achieving Targets: Meet and exceed all set targets consistently.
- Relationship Management: Foster customer and business loyalty through exceptional relationship management. Uphold a professional corporate image aligned with the bank's values.
- Efficient Query Resolution: Prioritize query resolution within defined turnaround times to prevent complaints.
- Qualification: Matric: High school diploma or equivalent.
- Insurance Credentials: Possess a minimum of 120 Insurance credits.
- Relevant Qualification: Hold a relevant certification, diploma, or degree.
- Regulatory Exams: Compliant with FAIS regulatory exams.
- Class of Business (COB) and Compliance Training: Completed required training.
We're looking for a motivated and experienced professional who is passionate about delivering exceptional customer service and driving business growth. If you're ready to take your career to the next level, we invite you to apply.
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Johannesburg, Gauteng, South Africa Energy at Work Projects Full time{"Job Title": "Insurance Retention Specialist", "Job Description": "Key ResponsibilitiesAs an Insurance Retention Specialist at Energy at Work Projects, you will be responsible for exercising dynamic and innovative retention methods to retain our clients. This includes identifying opportunities to downgrade or reduce cover, offering discounts, and analyzing...
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