Our 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:
- Regulatory exams if you have been in afinancial advisory role or similar before
- Class of Business training effective from 01 August 2018
- 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
- Experience in short-term insurance will be advantageous
As a client retentions advisor, you will be responsible for retaining existing clients who want to cancel their
insurance.
