Retentions Consultant - Short Term Insurance - Marshalltown
One of the largest banking giants is currently seeking Retentions Consultants to be based in their call centres Key Responsibilities: Exercise dynamic and innovative retention methods in order to retain our clients. For example: if premium is a problem for client; downgrade or reduce cover, offer discounts. Validate policy for retained client is captured timeously and accurately. Analyze client need, identify appropriate product and action opportunities for cross-selling and up-selling. Grow existing client base. Adhere to underwriter’s rules and business procedures. Negotiate with Product Owners, Underwriters where required to find a solution and way forward for the policy to continue, especially at reinstatement of a policy. The entire process must be conducted telephonically. Resolves insurance related queries and complaints from customers. Ensures that all targets are met. Facilitates the development of customer and business loyalty through relationship management and consistently portray a professional corporate image in accordance with the values of the bank. Query resolution within turnaround times to avoid complaints. Qualifications & Experience Qualification Matric A minimum of 120 Insurance credits Relevant qualification (certification, Diploma, Degree) Regulatory Exams FAIS Requirements include Class of business (COB) and compliance training Experience Minimum of 2 years insurance industry experience; Short Term Insurance Experience Minimum of 2 years call center/telephone experience; Minimum of 1-year sales/ retention contact center experience.
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