Officer: Retentions Instant Life (FAIS)
Absa Bank Limited
Empowering Africa’s tomorrow, together…one story at a time.
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
Retention Of Existing Clients And Persuading Customers To Make Promises To Pay In Order To Retain Their Policies.
Customer Experience
Treat customers fairly in all working activities
Understand customer policy queries and clarity any areas of uncertainty
Maintain accurate account records ensuring all relevant customer information is obtained and update
Customer Retention
Persuading customers to stay with Absa Life
Follow up with clients that have PTP’s (promise to pay) to ensure that these are honoured
Ensure that current collections customers are retained and lost customers are kept below agreed thresholds
Down-sell products to existing customers where they cannot afford their current premiums to retain them as a client
Dealing with client queries and complaints in a competent, efficient and professional way and in line with the company’s culture and values
Negotiating and monitoring payment arrangements to ensure that the client’s policy / policies remains active and up-to-date
Requirements:
- RE 5 with 150 FAIS credits in Life Insurance products
- Experience in Life Insurance and Retentions required.
Data
Compiling Daily and Month-to-date reports
General
Achieve individual retention targets
Education
Further Education and Training Certificate (FETC)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
