Retention Specialist

6 days ago


Pretoria, Gauteng, South Africa Discovery Limited Full time
Job Title: Retention Specialist - Insurance Industry

About the Role:

We are seeking a highly motivated and results-driven Retention Specialist to join our team at Discovery Limited. As a key member of our sales team, you will be responsible for convincing and negotiating with existing and prospective clients to remain with our company.

Main Responsibilities:

  • Achieve client retention targets by providing exceptional service and building strong relationships with clients.
  • Reduce policy cancellations through effective communication and problem-solving skills.
  • Offer financial advice and sell product benefits where required to ensure clients receive the best possible solutions.
  • Achieve not taken up (NTU) targets by identifying and addressing potential issues before they become major problems.
  • Administer relevant systems accurately and efficiently to ensure seamless operations.
  • Achieve monthly product and soft skills knowledge targets by continuously developing your expertise and staying up-to-date with industry developments.
  • Engage with stakeholders effectively to build trust and understanding.
  • Ensure adherence to risk and compliance requirements to maintain a safe and secure working environment.
  • Work collaboratively as part of a team to achieve shared goals and objectives.

Requirements:

  • Matric certification is essential.
  • FIA's credits - full qualification is mandatory.
  • RE5 qualification is also required.
  • A Class of business certificate or Continuous Professional Development (CPD) certificate can be advantageous.
  • A minimum of 2 years' retentions experience in the short-term insurance industry is necessary.
  • You should have a minimum of 2 years' sales experience.
  • A degree can be beneficial but is not essential.

About the Salary:

The estimated salary for this position is around R400,000 per annum, based on industry standards and location. However, please note that this is an estimate and may vary depending on individual circumstances.

About Us:

Discovery Limited is a leading health insurer in South Africa, dedicated to providing innovative and accessible healthcare solutions to our customers. We value collaboration, integrity, and continuous learning, and we are committed to making a positive impact in the communities we serve.



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