Personal Lines Short Term Insurance Client Service & Retentions (fais)

Absa Group

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Answer incoming calls timeously
Resolve customer queries
Upsell indirect insurance products
** Absa Group is seeking a Personal Lines Short Term Insurance Client Service & Retentions representative to enhance customer service by addressing inquiries, resolving issues, and promoting additional insurance products. The ideal candidate should have relevant qualifications and experience in financial services, particularly in insurance. **

Job Summary

  • The role involves delivering dynamic customer service by answering incoming calls timeously and resolving customer queries.
  • Employees are expected to upsell other indirect Insurance products on offer and handle client retentions.
  • The position requires adherence to FAIS Fit and Proper Requirements including regulatory exams for representatives.

Matching Summary

Match Score: 75

** Absa Group is seeking a Personal Lines Short Term Insurance Client Service & Retentions representative to enhance customer service by addressing inquiries, resolving issues, and promoting additional insurance products. The ideal candidate should have relevant qualifications and experience in financial services, particularly in insurance. **

Skills & Requirements

Must-have

  • Answer incoming calls timeously
  • Resolve customer queries
  • Upsell indirect insurance products
  • Handle retentions
  • Provide financial advice

Nice-to-have

  • Dynamic customer service delivery
  • Quality assurance of service
  • Commitment to honesty and integrity

Key Requirements

  • FSCA-Approved Qualification
  • Regulatory Exam for Representatives (RE5)
  • Further Education and Training Certificate (FETC)
  • FAIS Act compliance experience
  • Product Specific Training

Work Rights

Not specified

Tailored Resume

Cover Letter