Retentions Consultant | Pretoria

SUMMARY:
Retentions Consultant | Pretoria

POSITION INFO:

Key Responsibilities
• Contact clients who wish to cancel or have missed payments to understand concerns and provide
solutions.
• Use strategic objection handling to retain clients and reduce policy lapses.
• Manage and follow up on payment arrangements and outstanding premiums in line with
compliance requirements.
• Offer alternative cover, discounts, or payment options to suit client needs.
• Educate clients on the value and relevance of insurance products.
• Maintain accurate client records on the CRM system.
• Handle all client interactions professionally and empathetically, ensuring FAIS and TCF
compliance.
• Liaise with internal departments to resolve client queries efficiently.
• Share insights with management on trends in cancellations and client objections.
• Collaborate with your team, stay self-motivated, and uphold values and compliance standards.

Minimum required Qualification and Experience

• Matric, RE5 and FAIS Qualification (Essential)
• Class of Business (Advantageous)
• Minimum 2 years Retentions experience (experience in the Insurance industry is preferred)
Skills and Attributes
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Strong problem-solving and negotiation abilities.
• Familiarity with CRM systems and basic computer skills.
• Self-motivated, results-driven mindset, with a focus on achieving retention targets.
• Ability to work effectively in a fast-paced, team-oriented environment.