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Insurance Retention Specialist

1 week ago

Sandton, South Africa Sharedvalue Full time
About the Role

We are looking for a skilled Servicing Agent to join our servicing team at Sharedvalue in Rivonia. The successful candidate will be responsible for managing client relationships, retaining policies, and providing excellent customer service.

Key Accountabilities:
  • Client Engagement: Build strong relationships with clients to drive retention and satisfaction.
  • Policy Management: Process policy amendments, cancellations, and renewals efficiently.
  • Communication: Provide clear and concise communication to clients regarding policy changes and queries.
Essential Skills:
  • Strong client relationship and negotiation skills.
  • Experience in short-term insurance servicing and retentions.
  • RE5 certification and FAIS compliance (or working towards it).