**Overview**
This role is for a Retention Advisor at OUTsurance, a company that has been a leader in the South African insurance industry for 28 years. OUTsurance focuses on innovative, digitally-advanced solutions while upholding its human values. The company attributes its continuous success to its employees and has been recognized as a Top Employer South Africa since 2022. The Retention Advisor is crucial for handling challenging client calls and ensuring client retention within the OUTsurance family.
**What you will do**
As a Retention Advisor, you will be responsible for:
* Handling difficult client calls.
* Retaining clients and ensuring their continued membership with OUTsurance.
* Addressing client queries and complaints at all levels in a competent, efficient, and professional manner, adhering to established quality standards and OUTsurance values.
* Cross-selling existing policies while maintaining excellent customer service.
**Requirements (from the original advert)**
* Minimum Matric qualification or an equivalent qualification.
* FAIS accreditation is essential.
* Extensive Sales and Customer service experience is essential.
* Solid computer literacy skills, including excellent keyboard skills and the ability to navigate various computer applications and respond to emails.
* Solid administrative skills to produce high-quality service for clients.
*Preference will be given to applicants who:*
* Have been working in the financial services industry prior to December 2010 and have completed their FAIS Regulatory Exams (RE5). (Applicants without prior financial advice experience will not be prejudiced.)
* Have call centre experience in a client-centric or sales environment.
* Have experience in the Insurance and/or Short Term Insurance industry.
* Have worked in an environment where salary was linked to performance and/or a commission structure.
**Who should apply**
The ideal candidate for this role is someone who can align their personal work values with OUTsurance attributes and possesses the following competencies and personal attributes:
* Ability to meet and exceed sales targets.
* Deadline and results oriented.
* Client service oriented.
* High attention to detail, resulting in excellent work quality/standard.
* Resilient, capable of persevering and succeeding in the face of adversity.
* Enthusiastic and passionate about the job and the company.
* Effective planning and organising/work management skills.
* Adaptable to different clients and work situations.
* Integrity, upholding honesty as a core company value.
* High tolerance for stress.
* Ambitious with a strong drive to succeed.
* Highly motivated by monetary reward and recognition.
* A client service enthusiast, willing to go the extra mile for clients and the company.
* Ability to work independently towards individual targets/goals.
* Above-average selling skills and ability.
* Great listening skills to respond appropriately to client questions, concerns, and complaints, ensuring an excellent customer service experience.
* Excellent interpersonal and communication skills.
* Excellent negotiation and persuasion skills to overcome objections.
**Deadline**
Not specified
**Reference**
Original posting: https://jobs.smartrecruiters.com/OUTsurance/744000152746139
Source: smartrecruiters
Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.
At a glance
Customer service
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Job description
Company Description
OUTsurance has been propelling the South African insurance industry forward for the last 28 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.
Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen to grow your career in a vibrant environment with lots of friendly ‘gees’, this could be the career opportunity you’ve been looking for.
What do you get OUT?
* OUTsurance has been voted Top Employer South Africa since 2022. Our people vision is to be a great company to work for where you always get something OUT.
We offer our employees:
* A winning, fun and inclusive company culture that embraces diversity.
* Great Rewards and Recognition programs.
* Benefits (Medical Aid, Pension fund, Group life and Disability benefits)Growth opportunities (we hire talent, train skill and promote values driven leaders from within)
* Wi-Fi on campus and Emergency Panic-Assist through the OUTsurance app
* Employee wellness programs: Free Counselling, Legal Advice and Financial Coaching for you and your members of household.
* A chance to give back (Staff Helping SA OUT volunteer program) and much more…
* Casual Dress Code
* Central office location with shuttles to and from the Gautrain station and Centurion Taxi Rank
* Onsite Clinic, Canteen, Carwash, Barber, Beauty Salon and Sports facilities
* Day care centre during public school holidays
* Maternity Expressing Rooms
* Prayer Rooms
Job Description
Our retention advisors are responsible for handling difficult calls. It is their responsibility to retain clients and make sure these clients remain part of the OUTsurance family.
Dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality standards that are in place and in accordance with the values of OUTsurance.
Qualifications
* Minimum Matric qualification or equivalent qualification
* FAIS accreditation is essential
* Applicants that have been working in the financial services industry prior to December 2010, preference will be given to applicants with their FAIS Regulatory Exams (RE5) completed. Applicants without prior financial advice experience will not be prejudiced
Additional Information
Required Competencies & Personal Attributes:
* Extensive Sales and Customer service experience is essential
* Responsible to cross-sell existing policies while maintaining excellent customer service
* The following previous experience would be advantageous:
+ Call centre experience in client centric or sales environment
+ Experience in the Insurance and/or Short Term Insurance industry
+ Working in an environment where salary was linked to performance and/or commission structure
* An ideal candidate will be able to align their personal work values to the OUTsurance
Attributes:
* Meeting and exceeding sales targets
* Deadline and results oriented
* Client service oriented
* Attention to detail which will result in excellent work quality/standard
* Resilient (must be able to push through and succeed in the face of adversity)
* Enthusiastic and passionate about the job and the company
* Effective planning and organising/work management skills
* Adaptability (be able to adapt to different clients and work situations)
* Integrity (Honesty is a core value of the company)
* High tolerance for stress
* Ambitious with drive to succeed
* Highly motivated individual driven by monetary reward and recognition
* Client Service enthusiasts (going the extra mile for clients and company)
* Must be able to work independently towards individual targets/goals
Skills:
* Above average selling skills and ability
* Great listening skills in order to respond appropriately to clients questions, concerns and complaints ensuring an awesome customer service experience
* Excellent Interpersonal and communication skills
* Excellent negotiation and persuasion skills to overcome objections
* Solid computer literacy skills, such as excellent keyboard skills and being able to navigate around various computer applications, respond to emails etc.
* Solid administrative skills in order to produce great quality service to clients
At OUTsurance our value of HUMAN is more than just a poster on the wall. It’s a key part of our culture and we are committed to fostering an inclusive and diverse workplace that reflects the communities we serve. We actively encourage applications from persons with disabilities. In support of our Employment Equity objectives, we strive to create equal opportunities for all and also welcome candidates from designated groups who meet the role requirements.
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OUTsurance has been propelling the South African insurance industry forward for the last 28 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.
OUTsurance has been propelling the South African insurance industry forward for the last 28 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.
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Retention Advisor at OUTsurance | SPANi - South African Jobs