TRAFFIC
Gauteng
Policy Retention Specialist - Personal Lines
Santam Insurance
Job Description
A leading insurance provider is seeking a Retention Consultant in Johannesburg to minimize policy cancellations and enhance client retention. The successful candidate will apply advanced negotiation techniques and have a strong knowledge of Personal Lines insurance. Key responsibilities include engaging with clients, providing expert advice, and implementing tailored retention strategies. A minimum of 3 years' experience in short-term insurance is required, along with relevant qualifications. Join us to help shape the future of insurance while delivering excellent client service.
About This Role
Career insights for Personal Financial Advisors positions
Salary Benchmark
R38,810/month
R27,104 to
R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking
Common Technologies
Act! CRM
Microsoft Dynamics 365
Salesforce CRM
Financial planning presentation software
Microsoft PowerPoint 365
MoneyTree Silver Financial Planner (presentation feature)
Envestnet MoneyGuide
Ibbotson Portfolio Strategist
Personal Financial Advisors Insights
Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.