The Retention Consultant is responsible for preventing policy cancellations and minimising portfolio attrition by engaging clients or intermediaries at risk of leaving
Job Summary
The Retention Consultant is responsible for preventing policy cancellations and minimising portfolio attrition by engaging clients or intermediaries at risk of leaving.
The role requires advanced negotiation skills, strong product knowledge in Personal Lines insurance, and the ability to balance commercial outcomes, underwriting discipline, and Treating Customers Fairly (TCF) principles.
Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities.
Matching Summary
The Retention Consultant is responsible for preventing policy cancellations and minimising portfolio attrition by engaging clients or intermediaries at risk of leaving.
Skills & Requirements
Must-have
Personal Lines insurance product knowledge
Advanced negotiation skills
Insight-led negotiation
Risk evaluation and management
Contact centre processes and SLA
Nice-to-have
Trusted advisor rather than transactional
Neuro-inclusivity
Commitment to transformation and growth
Key Requirements
Grade 12
Short term insurance related qualification (min NQF lev 4)
FAIS requirement: 150 credits with regards to Personal Lines Underwriting (NQF level 4)
At least 3 years current experience with regards to Personal Lines Short term insurance