Client engagement adviser: retentions (jg10)

Client Engagement Adviser: Retentions (JG10)

An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser -Retention Adviser to join the Client Engagement Team. The successful incumbent will be based at our offices in Tygervalley, Cape Town.

Responsibilities Retain clients by leveraging persuasive skills to identify and address their needs. Create opportunities for retention by proactively engaging with clients who have unpaid debit orders. Reinstating cancelled policies by applying effective persuasion techniques. Address inquiries and ensure client retention through exceptional customer service. Educate clients on Santam Direct’s product features, billing processes, service offerings and overall value. Meet monthly key performance metrics and adhere to workforce management protocols. Drive marketing campaigns through upselling and cross‑selling initiatives. Research competitive pricing and policy services to provide cl...