Officer: retentions instant life (fais)

Job Summary

Retention Of Existing Clients And Persuading Customers To Make Promises To Pay In Order To Retain Their Policies.

Responsibilities Treat customers fairly in all working activities. Understand customer policy queries and clarify any areas of uncertainty. Maintain accurate account records ensuring all relevant customer information is obtained and updated. Persuade customers to stay with Absa Life. Follow up with clients that have PTPs (promises 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. Deal with client queries and complaints in a competent, efficient and professional way in line with the company’s culture and values. Negotiate and monitor payment arrangements to ensure that the client’s policy or policies remains active and up to date. Qualifica...