Retentions Advisor

Momentum Metropolitan

South Africa
Permanent
Full-time

4 days ago

Closing Date 2024/05/21
Reference Number MMH231012-1
Job Title Retentions Advisor
Position Type Permanent
Role Family Client Services
Cluster Momentum Insure Company Limited
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme),
and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and
people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies
and organisations care for and reward their employees and members. Through our own network of advisers or via
independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions
for people, communities and businesses. Visit us at www.momentummetropolitan.co.za
Role PurposeOur 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 afinancial 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 & ResponsibilitiesAs 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

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan

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