South Africa Job Openings
Sanlam
Client Engagement Adviser: Retentions
Cape Town
FULL TIME
October 10, 2024
- Retain clients by leveraging persuasive skills to identify and address their needs.
- Create opportunities for retention by proactively engaging with clients who have unpaid debit orders.
- Reinstating cancelled policies by applying effective persuasion techniques.
- Address inquiries and ensure client retention through exceptional customer service.
- Educate clients on Santam Direct’s product features, billing processes, service offerings and overall value.
- Meet monthly key performance metrics and adhere to workforce management protocols.
- Drive marketing campaigns through upselling and cross-selling initiatives.
- Research competitive pricing and policy services to provide clients with suitable comparisons and options.
- Perform additional duties as required.
- RE Qualification
- FAIS compliant (150 credits)
- 3 years’ experience in Personal Lines insurance: Retentions
- Exceptional negotiation and persuasion abilities
- Strong verbal and written communication skills
- Excellent interpersonal and networking capabilities
- Proven track record of adherence to quality standard and compliance
- Strong client service orientation
- Ability to thrive under pressure
- Sound judgement and decision-making skills
- Attention to detail
- Self-motivated with a proactive approach
- Capability to work independently
- Adaptability
- Analytical thinking
- Results-driven mindset
- Conflict resolution
- Emotional self-regulation
- Strong customer service orientation
- Technical proficiency
- Time Management
- Team collaboration
- four week training period after which your knowledge will be assessed; and
- on a job evaluation phase during which progress will be measured against your ongoing ability to meet a set sales target.
Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered on our delivery of insurance good and proper.
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