Insurance Retentions Sales Agent

 

Recruiter:

Belmar Personnel

Job Ref:

Insurance Retentions..

Date posted:

Monday, March 28, 2022

Location:

Johannesburg, South Africa

Salary:

R10 000 – R12 000 Basic Salary incl. benefits (Medical Aid and Provident Fund) plus Commission


JOB SUMMARY:
Insurance Retentions Sales Agent

JOB DESCRIPTION:

Qualification:

  • Matric/Grade 12
  • RE5 (Preferred)
  • FETC: Short-term Insurance NQF4 or better (Preferred)
    • Meet the regulatory requirements (e.g. DOFA period, FAIS Fit & Proper)

Experience and skills required

  • Must be vaccinated
  • At least 2 years’ experience as a retentions or sales agent in a short-term insurance call centre environment.
  • Knowledge of Short-Term Personal Lines Technical Elements
  • Knowledge of Short-Term Personal Lines Insurance Products
  • Advanced Sales Skills
  • Proficiency using Microsoft Office – Outlook, Word and Excel

Key Responsibilities

  • Accurately identify the origin and reason for policy cancellations (or cancelled policies).
  • Determine the most appropriate approach of responding to the customer after identifying the cause for the policy cancellation (or potential policy cancellation).
  • Gain an understanding of the customer’s portfolio with the business across comprehensive products; value added products and any other offerings (including policy tenure).
  • Apply or provide competitor comparisons where necessary relative to the cancellation reason and customer needs in order to provide options to customers.
  • Where appropriate, offer discounting strategies relative to customer profitability and options available from Insurer partners.
  • Engage in effective brand reputation management aligned to specific customer concerns in order to limit brand damage and integrity.

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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