Retention Specialist

2 weeks ago

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

Unlock a Thriving Career as a Retention Specialist

Key Responsibilities:

Develop and implement dynamic retention strategies to minimize client churn and maximize revenue growth.

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.

Qualifications & Experience:

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.

Experience:

Insurance Industry Expertise: Minimum of 2 years of experience in the insurance industry.

Call Center Proficiency: A minimum of 2 years of call center/telephone experience.

Client Services: At least 1 year of sales/client services contact center experience.

At Energy at Work Projects, we're committed to delivering exceptional service to our clients. As a Retention Specialist, you'll play a critical role in helping us achieve this goal.

Elevate Your Career in Retention - Apply Now

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