Retention Advisor at Momentum

Role Purpose    

• Our advisors within the Client Retentions environment will deal with client queries and complaints; specifically from clients that want to cancel their insurance; on all levels in a competent, efficient and professional way and in accordance with the values of Momentum Insure.

Requirements    

• Matric or equivalent
• Relevant regulatory qualifications from a FSCA perspective 1. Regulatory exams if you have been in a financial advisory role or similar before2. Class of Business training effective from 01 August 20183. Continuous professional development (CPD) points if you have been in a financial advisory role or similar before effective from 01 June 2018

Understanding of a short-term insurance industry

• Previous call centre experience in a short-term insurance client centric, retention or sales environment will be preferred
• Experience in short-term insurance will be advantageous

Duties & Responsibilities    

• As a client retentions advisor, you will be responsible for retaining existing clients who want to cancel their insurance.

Competencies    

• Client service oriented
• Attention to detail/Quality oriented
• Deadline and results oriented/Work standards
• Initiative
• Enthusiastic and passionate about the job and the company
• Effective at planning and organisation/Work management
• Teamwork/Collaboration
• Judgment/Problem solving
• Adaptability
• Integrity
• Tolerance to work in a high pressured environment
• Interpersonal and communication skills
• Selling skills
• Negotiation skills
• Administration skills
• Influencing skills
• Practical learning ability
• Principles of client service
• Understand the workings of a call centre
• Computer literacy
• Product/Systems knowledge and/or potential to acquire such knowledge within a short space of time
• Living the Momentum values