- Western Cape, South Africa
Support insurance retention activities related to BI/MPP policies, cancellations and Capital Legacy referrals, focusing on client engagement, retention performance, lead management and achieving daily and monthly targets.
Responsibilities
- Contact existing clients to facilitate retention discussions and pass qualified leads to the external partner Capital Legacy.
- Drive and maintain daily and monthly retention and lead-generation targets.
- Manage client backlogs effectively to ensure timely follow-ups.
- Monitor and manage lapse and arrears reports.
- Compile and submit frequent and accurate reports.
Requirements
- Grade 12
- Nice to have: RE5 and FAIS accreditation