Consultant, Retentions

Job Overview

Business Segment: Insurance & Asset Management

Company: Standard Insurance Ltd

Location: ZA, GP, Roodepoort, 4 Ellis Street

Job Type: Full-time

Job Ref ID: 80396689A-0001

Date Posted: 7/13/2026

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To provide a high level of service (telephonically and via correspondence) to Customers. The primary function of a Multi-product Retentions Consultant is to ensure that all cancellation requests are retained by using all tools provided, example by offering the product benefits, downgrading or reducing cover, discounts to suit the client’s needs and to make sure the client remains on the book. Reinstatement of policies are also a core job function, policies will need to be reinstated as per client’s requests, as this point consultants can use this opportunity to upsell on the policy which will contribute to the company’s revenue

Qualifications

Type of Qualification: Diploma

Field of Study: Finance and Accounting

Matric

A minimum of 120 Insurance credits

Relevant qualification - Short Term Insurance (certification, Diploma, Degree)

Regulatory Exams

FAIS

Requirements include Class of business (COB) and compliance training

Experience Required

Short Term Insurance

The role requires an individual with minimum of 3 years insurance industry experience. Minimum of 2 years call centre/telephone experience would be required as a minimum. Insurance product knowledge of at least 1 product for an Insurance Consultant Level 1. Minimum of 2 years retentions experience.

Additional Information

Behavioural Competencies

Articulating Information

Checking Things

Following Procedures

Interacting with People

Interpreting Data

Team Working

Technical Competencies

Client Knowledge

Client Retention & Servicing

Client Value Propositions

Insurance Principles

Insurance Products & Services

Certificate of Proficiency

Code of banking practice

Insurance background

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Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]