Retention Consultant

Job Description

Red Ember Recruitment is recruiting for a Retention Consultant for our client in Pretoria East.

Requirements

• Matric (Essential)
  
• RE5 Qualification
  
• FAIS-compliant (RE5 and/or relevant qualification) – advantageous
  
• Class of Business (Essential and /or advantageous)
  
• Minimum 2 years Retentions/Customer care/ sales experience (insurance experience preferred)
  

Key Responsibilities:

• Contact clients who wish to cancel or have missed payments to understand concerns and provide tailored 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 the clients' 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 the client queries efficiently.
  
• Share insights with management on trends in cancellations and client objections.
  
• Collaborate with your team, stay self-motivated, and uphold clients' values and compliance standards.
  
  

Requirements
Matric (Essential) RE5 Qualification FAIS-compliant (RE5 and/or relevant qualification) – advantageous Class of Business (Essential and /or advantageous) Minimum 2 years Retentions/Customer care/ sales experience (insurance experience preferred) Key Responsibilities: Contact clients who wish to cancel or have missed payments to understand concerns and provide tailored 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 BetterSure’s 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 BetterSure’s values and compliance standards.