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Clients Retentions Agent

3 weeks ago

Sandton, South Africa RJPersonnel Full time

3years
- Communicate with clients who have indicated an intention to cancel their insurance with a view to retaining these clients
- Analyse clients portfolio in terms of loss ratio, rate etc to assess whether client can be retained within the retention guidelines
- Timeous completion of any accompanying transaction whether by computer or otherwise stipulated.
- In depth knowledge of in-house policy wordings, including that of competitors
- Maintaining and building client relationships
- Keep accurate statistics on reasons for client cancellation

**Qualifications and Experience**:

- Matric/Senior Certificate/Business related qualifications
- FAIS Compliant essential
- Successfully completed RE5
- At least one years experience working in a retention/sales position
- 3 years work experience in short term insurance
- Computer literate (MS Word, MS Excel, Power Point, Policy Management system (in-house))

**Personal Attributes**
- Planning and organizing skills
- Team Player
- Accept Responsibility
- Good negotiation skills
- Customer service orientated
- Excellent communication skills, including telephone etiquette
- Able to handle pressure
- Able to take own initiative and be creative
- Ability to build the team
- Reliable and dependable
- Excellent communication skills
- Good customer care skills