Retention Consultant




Req ID: 15201

Key Outputs Achievement of client retention targets. Accurate, timely administration. Achievement of monthly product and soft skills knowledge targets. Stakeholder engagement. Adherence to risk and compliance requirements. Teamwork, self-management and alignment with Discovery values.

 

Job Description To convince existing clients who want to leave to remain with Discovery Insure. • Achievement of client retention targets • Accurate, timely administration • Achievement of monthly product and soft skills knowledge targets • Stakeholder engagement • Adherence to risk and compliance requirements • Teamwork, self-management and alignment with Discovery values
Key Purpose To convince existing clients who want to leave to remain with Discovery Insure. • Achievement of client retention targets • Accurate, timely administration • Achievement of monthly product and soft skills knowledge targets • Stakeholder engagement • Adherence to risk and compliance requirements • Teamwork, self-management and alignment with Discovery values
Personal Attributes and Skills Excellent verbal and written communication skills with an ability to influence, convince and negotiate effectively (Advanced) Assertiveness and conflict handling skills (Advanced) Strongly customer service-focused (Intermediate) Analytical and attentive to detail (Advanced) Resourceful problem solver (Intermediate) Excellent relationship building skills (Intermediate) Systematic and organised with an ability to plan and prioritise effectively (Advanced) Resilient, with an ability to work under pressure and adapt to change (important to be able to retain perspective and not take things personally) (Advanced) Good team player (Intermediate) Results and deadline-driven (Advanced) Quick learner (Intermediate) Strong knowledge of short term insurance products (Technical) (Advanced) Broker knowledge and understanding (Intermediate) MS office (Basic)
Qualifications & Experience Qualification: Matric (Essential) FAIS accreditation for Short Term insurance (Essential) RE5 representative (Essential) Degree or diploma (Advantageous) Minimum 2 years’ retentions experience the short-term insurance related field (Essential)

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