Job Purpose

To create and put into practice customer retention tactics in order to boost loyalty and keep customers buying both short- and long-term insurance policies.

Job Responsibilities

• Break down client input, haggle with clients, carry out maintenance methodologies.
• Convey and accomplish all everyday, week by week and month to month maintenance/deals open doors by following specialty unit deals methodology.
• Guarantee specialized, organization principles and practices are met by verifying the precision and nature of uses and security documentation inside maintenance/deals portfolio.
• Convey concurred results through contribution to client monetary examination.
  Market monetary items to new and existing clients and partners through the ID of client needs and by matching item to the need.

CHECK OUT THESE GRADE 12 POSTS:

• Teach clients on the item presenting by giving them the applicable data.
• Guarantee maintenance of clients full financial relationship through client administration and client contact.
• Plan and carry out viable prospecting exercises by recognizing and answering business open doors.
• Guarantee all client subtleties are right by catching subtleties accurately at application stage.
• Decrease fake exchanges by detailing dubious exchanges to the important office.
• Conclude client exchanges by guaranteeing client signature for end result is acknowledged.
• Guarantee viable organization and controls portfolio by really taking a look at protections and conforming to FICA and FAIS prerequisites.
• Meet prerequisites of item applications by giving all expected documentation.
• Bank inquiries and Bank Codes.
• Resolve client inquiries by following business system and keeping client informed.
• Go about as client’s financial accomplice by getting a sense of ownership with giving customary input.

Essential Qualifications – NQF Level

Minimum Experience Level

• 2 years’ long-term and short-term sales experience in insurance.
• 2 years’ retention experience.

Technical / Professional Knowledge

Behavioural Competencies