Retentions Administrator at Sanlam Group

About the Job

What will you do?

• Contact Clients that have recently cancelled policies and offer reinstatement according to the reinstatement rules for SRM
• Gather information on reason for cancellation
• Build positive working relationships with customers for repeat businesses
• Review product changes, investment results, policy values ect of orphaned clients and provide information on any features, benefits or conversion privileges of which clients are not aware of
• Be able to positively engage an orphaned that maybe disgruntled and retain relationship

What will make you successful in this role?
Qualification & experience

• Matric (Grade 12)
• At least 6 months relevant experience in a financial environment
• Experience in the Financial Sector

Knowledge and skills

• Computer skills
• Advanced MS Office (Excel, Access, PowerPoint)
• Well-developed communication (written & verbal) skills

Personal Attributes

• Numeracy Skills
• Relating and networking
• Adapting and responding to change
• Confidence and decisiveness
• Planning and organising
• Attention to detail
• Team player
• Pro-activity
• Deadline driven