Job Description: Facilitate the retaining of policies through company approved retention strategies. Focus on maintaining customer relationships, meeting various KPIs and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Focus on growth of brand and process alternative solutions to meet customer needs. Job Responsibilities: Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems. Customer Needs Clarification Set clear objectives for each call; adhere to SOP's in place to liaise appropriately with the customer. Ask relevant questions to evaluate the customer's needs and most suitable products linked to the customer's profile, to identify and respond to areas requiring further information or explanation. Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain alternative solutions to the customer and influence the customer to retain their business. Job Requirements: General Experience 2 or more years sales experience (Essential); 1 year retentions experience (Advantageous General Education Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5 (Advantageous); FAIS credits, CPD hours and COB (Advantageous)
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