Consultant, Retentions - Funeral at Standard Bank Group

Job Description

• To provide a high level of service (telephonically and via correspondence) to Customers.
• The primary function of a Long Term Retentions Consultant is to ensure that all cancellation requests are retained by using all tools provided, example by offering the product benefits, downgrading or reducing cover, discounts to suit the client’s needs and to make sure the client remains on the book.
• Reinstatement of policies are also a core job function, policies will need to be reinstated as per client’s requests, as this point consultants can use this opportunity to upsell on the policy which will contribute to the company’s revenue.

Qualifications

• Completed Matric
• NQF 5
• A minimum of 120 Insurance credits 
• Regulatory Exams
• FAIS (Long Term Insurance)
• Requirements include Class of business (COB) and compliance training

Experience

• Minimum of 2 years insurance industry experience
• Minimum of 2 years call centre/telephone experience
• Minimum of 1-year sales/ retention contact centre experience. 

Additional Information

Behavioral Competencies

• Articulating Information
• Checking Details
• Developing Expertise
• Following Procedures
• Interacting with People

Technical Competencies

• Client Knowledge
• Client Retention
• Client Servicing
• Client Value Propositions
• Insurance Principles