Job Description

Closing Date 2024/05/21
Reference Number MMH231012-1
Referral Platform URL
Job Title Retentions Advisor
Position Type Permanent
Role Family Client Services
Cluster Momentum Insure Company Limited
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme),
and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and
people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies
and organisations care for and reward their employees and members. Through our own network of advisers or via
independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions
for people, communities and businesses. Visit us at www.momentummetropolitan.co.za
Role PurposeOur advisors within the Client Retentions environment will deal with client queries and complaints; specifically
from clients that want to cancel their insurance; on all levels in a competent, efficient and professional way and in
accordance with the values of Momentum Insure.
Requirements

• Matric or equivalent
• Relevant regulatory qualifications from a FSCA perspective:

1. Regulatory exams if you have been in afinancial advisory role or similar before2. Class of Business training effective from 01 August 20183. Continuous professional development (CPD) points if you have been in a financial advisory role or similar before effective from 01 June 2018

• Understanding of a short-term insurance industry
• Previous call centre experience in a short-term insurance client centric, retention or sales environment will

be preferred

• Experience in short-term insurance will be advantageous

Duties & ResponsibilitiesAs a client retentions advisor, you will be responsible for retaining existing clients who want to cancel their
insurance.
Competencies

• Client service oriented
• Attention to detail/Quality oriented
• Deadline and results oriented/Work standards
• Initiative
• Enthusiastic and passionate about the job and the company
• Effective at planning and organisation/Work management
• Teamwork/Collaboration
• Judgment/Problem solving
• Adaptability
• Integrity
• Tolerance to work in a high pressured environment
• Interpersonal and communication skills
• Selling skills
• Negotiation skills
• Administration skills
• Influencing skills
• Practical learning ability
• Principles of client service
• Understand the workings of a call centre
• Computer literacy
• Product/Systems knowledge and/or potential to acquire such knowledge within a short space of time
• Living the Momentum values

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan