Retentions Agent (ADMED) at Momentum Metropolitan Holdings Limited

Requirements

• Matric 
• FAIS accredited representative for Short-Term Personal Lines products FAIS Fit and Proper including RE5
• Computer Literacy (MS Word, Outlook and Excel)
• At least 1-year outbound call centre experience in sub-category Short-Term Personal Lines OR Health Service Benefits
• Knowledge of the local healthcare or gap cover industry and the client retention process would be advantageous

Duties & Responsibilities

• Telephonically contact customers whose cover has terminated or lapsed in the last 90 days to successfully retain them as direct clients.
• Propose cover options available to customers to prevent their policy cover from remaining terminated.
• To contact clients in arrears with policy premiums and to reach a payment agreement on how the arrears will be settled. 
• To contact clients who request their policy to be cancelled and to attempt to retain them first before processing the policy cancellation in accordance with the cancellation protocols.
• Assist inbound customers who want to take cover directly from Admed (not through a broker).
• Provide excellent customer service and ensure that the principles of Treating Customers Fairly (TCF) are delivered across every function performed.