Retention Administrator

Short Job Description: 

A financial services client is looking for a candidate who seeks a career opportunity to join their finance team as a Retention Administrator. This role will suit a candidate who is able to speak English and Afrikaans and who is customer service focused. 

Where will the person be located? (Town/Suburb/Remote): 
Select which one of these best describes the role: 
Full time - with flexibility
Main area of expertise required: 
Administration - Investments or Insurance
Sales - Investments and Insurance
List of required computer software skills: 
MS Office & Excel
Estimated hours: 
Remuneration in ZAR: 
12k plus incentives
Remuneration term: 
Job posting date: 
Thursday, June 10, 2021
Full Job Description: 

Retention Administrator Job, Claremont, Western Cape, South Africa

The retention team is responsible for the retention of the individual policyholder and resolving arrear premiums while maintaining a high standard of customer service.
This position is ideal for a hard working individual that can work independently and enjoys interacting with clients and can market products effectively.

The candidate must also enjoy doing administration relating to the interaction with clients.

The duties for which you will be responsible in terms of this contract are briefly listed below and will be subject to amendment from time to time as required:
• Contact clients in arrears
• Retain the client 
• Update administration system with bank
• Communicating arrears premiums
• Handling inbound cancellation calls and responding to client e-mails on a timely basis
Skills required:
• Excellent written and verbal communication skills
• Good marketing and sales techniques

• Good customer service delivery
• Attention to detail and a high level of accuracy
• Good MS Office, especially Microsoft Outlook skills
• Time management
• Planning and organising
• Works well in a team
• Ability to learn new systems and product information

• 3 Years’ experience in a Sales environment
• 1-year Debt collecting experience
• Customer service and administration experience

Insurance industry experience will be beneficial

Application process:
Before applying check that your CV is comprehensive and that the roles and responsibilities demonstrate your capabilities and experience rather than a list of tasks. Always write in full sentences. You have up to 12 places of previous employment to demonstrate your skills, use as many as you feel are required but always include more than one. Write a motivational email explaining why you should be considered for the role. The motivational email will be seen before the CV and is submitted to the client with the CV. If you have not heard back within 14-21 days please assume the application was not successful.

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