Retentions Consultant (Inbound)

at  1 Life Insurance

SELL CUSTOMER PROPOSITIONS

Identify the products or services that best meet the customer’s stated needs, use personal expertise to propose quantities and product configurations, explain alternative solutions to the customer and influence the customer to retain their business.

COMPUTER SKILLS

Support business processes by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
Outlook - Basic, AS 400 - Intermediate, EMC-Intermediate, IEX- Basic, Datanet

GENERAL EDUCATION

Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
Regulatory Exam 5 (Advantageous)

GENERAL EXPERIENCE

1 year sales experience (Essential);
1 year retentions experience (Advantageous)

JOB PURPOSE

Facilitate the retaining of policies through company approved retention strategies. Focus on maintaining customer relationships, meeting various KPIs and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Focus on growth of brand and process alternative solutions to meet customer needs.

ENSURES ACCOUNTABILITY

Holds self and others accountable to meet commitments. For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments.