Retention Analyst and ELM NUB Issuer (m/f)

Duties

• The primary purpose of this position is to execute
• Sanlam’s client (Affluent & ELM) retention strategies
• Sanlam’s direct (non-intermediated) sales strategies
• The efficient issuing of ELM new business submitted
• Retention:
• By using the arrears reports: Proactively contact clients to ensure collection of premiums prior to lapses by means of either telephony, outbound calls, inbound calls, whatsapp and sms’s
• Answering calls from existing clients and dealing with retention related queries and or complaints
• Informing clients of option to make Cash or EFT payments via bank deposits to eradicate arrears
• Capture new banking details to update debit order payment method
• Update payment methods depending on the clients’ requirements
• Pro-actively attempt to retain customers looking to terminate benefits or cancel their policies by offering alternative products or reduced or less benefits to existing clients during retention conversations
• Work closely with the sales team to refer cases where the client has a different set of needs and requirements
• To work closely with the Premium Admin Accountants in the reconciliation of payments received in the bank
• Work towards meeting monthly retention targets Maintenance of spreadsheets and accurate data reporting
• New business issuing:
• Efficiently (and within the business rules) process and accept new business applications
• Remain within the Service Level Agreement as agreed by Management
• Carry out any other tasks that may be required from your supervisor

Requisites

• Grade 12
• Tertiary Qualification (Preferably a degree in Business Administration; Mathematics; Statistics or Finance)
• A customer service or call centre qualification will be an added advantage
• Minimum 1 year working experience in life insurance industry
• Strong Sales and Marketing experience
• Excellent Customer services experience
• Processing transactions and conduct analytical calculations
• Record keeping; filing and maintenance of databases
• Maintain work standards and quality verification
• Data Collection and processing of transactions
• Procedures Knowledge

Notes

• Only shortlisted applicants will be contacted