Client Engagement Adviser: Retentions - CPT Bellville (JG10) Western Cape

Santam Insurance is actively recruiting for a Client Engagement Adviser: Retentions - CPT Bellville (JG10) position in Western Cape. This is an excellent opportunity for professionals in the Insurance sector looking to advance their careers.

• Experience Level: 3 years • Educational Background: Others or equivalent • Industry Focus: Insurance • Location Preference: in Western Cape

The Client Engagement Adviser: Retentions - CPT Bellville (JG10) position is an important role within the Insurance sector, offering meaningful career development and professional growth opportunities.

This role in Insurance offers valuable career progression opportunities aligned with your experience level and professional aspirations.

When applying for this Client Engagement Adviser: Retentions - CPT Bellville (JG10) position, ensure your CV highlights: • Relevant experience matching the 3 years requirement • Educational qualifications in line with Others • Specific achievements in the Insurance field • Any certifications or specialized training

The Insurance sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.

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An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser -Retention Adviser to join the Client Engagement Team . The successful incumbent will be based at our offices in Tygervalley, Cape Town.

The responsibility of the retention adviser is to retain clients while offering world class products and services and achieving targets efficiently and professionally. The successful candidate must demonstrate resilience, ambition and enthusiasm as well as passion for their work and Santam.

Retain clients by leveraging persuasive skills to identify and address their needs. Create opportunities for retention by proactively engaging with clients who have unpaid debit orders. Reinstating cancelled policies by applying effective persuasion techniques. Address inquiries and ensure client retention through exceptional customer service. Educate clients on Santam Direct’s product features, billing processes, service offerings and overall value. Meet monthly key performance metrics and adhere to workforce management protocols. Drive marketing campaigns through upselling and cross-selling initiatives. Research competitive pricing and policy services to provide clients with suitable comparisons and options. Perform additional duties as required.

RE Qualification FAIS compliant (150 credits) 3 years’ experience in Personal Lines insurance: Retentions

Exceptional negotiation and persuasion abilities Strong verbal and written communication skills Excellent interpersonal and networking capabilities Proven track record of adherence to quality standard and compliance Strong client service orientation Ability to thrive under pressure Sound judgement and decision-making skills Attention to detail Self-motivated with a proactive approach Capability to work independently

COMPETENCIES

Adaptability Analytical thinking Results-driven mindset Conflict resolution Emotional self-regulation Strong customer service orientation Technical proficiency Time Management Team collaboration

There will be a probationary period of three (3) months, which consists of the following two phases: There will be a six (6) week training period after which your knowledge will be assessed; and On the job evaluation phase during with progress will be measured against your ongoing ability to meet s set target.