Consultant, Renewals & Retentions

Business Segment: Personal & Private Banking
Location: ZA, GP, Roodepoort, Ellis Street 4
To grow and maintain our customer base through partnerships, proactively maintaining policy records and Cross selling customers through value adding service, products Pricing, refund decisions where required. To manage and oversee the team, by adhering to Business procedures, audit requirements, regulatory requirements, legislative requirements and where necessary creating new Process within an Operational environment, in terms of agreed human performance principles.To manage the renewals effectively and ensure we have no FAIS breach and always up to date. Ensure upselling is perform on renewals and tracked weekly /monthly and yearly .To provide a leading/best practice service and administrative operation for SBIB product portfolio.To report on all activities within the respective environment. To use the Technologies available to bring in and make the area more efficient.
To ensure the area meets its targets, budgets and KRA's
Qualifications
Completed MatricRE 5NQF 5 Qualification, recognised by the FSBFAIS Qualification – 170 credits in respective commercial Experience 3- 5 years experience within Commercial1 -2 Minimum of 3 years' experience in the Long-Term / Short term / Both Insurance Industry must be FAIS Compliant3 - 4 years Call centre, client servicing, people management, report writing.
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