Retention Specialist at Alexander Forbes

Job description

Minimum Requirements

• Matric/Senior Certificate/Business related qualifications
• FAIS Compliant essential
• Successfully completed RE5
• At least one years experience working in a retention/sales position
• 3 years work experience in short term insurance
• Computer literate (MS Word, MS Excel, Power Point, Policy Management system (in-house))

Key Responsibilities

• Communicate with clients who have indicated an intention to cancel their insurance with a view to retaining these clients
• Analyse clients portfolio in terms of loss ratio, rate etc to assess whether client can be retained within the retention guidelines
• Accept full responsibility for all telephone calls, emails and messages to the department relating to retention.
• Timeous completion of any accompanying transaction whether by computer or otherwise stipulated.
• In depth knowledge of in-house policy wordings, including that of competitors
• Maintaining and building client relationships
• Keep accurate statistics on reasons for client cancellation