Sanlam is recruiting a Retention Analyst & ELM NUB Issuer, to be based in Windhoek, Namibia.
Description
- Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise
- What will you do in this role?
- 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
Duties
- 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
- 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
- Tertiary Qualification (Preferably a degree in Business Administration; Mathematics; Statistics or Finance)
- A customer service or call center qualification will be an added advantage
- Minimum 1 year working experience in life insurance industry
- Strong Sales and Marketing experience
- Excellent Customer services experience
Notes
- Only shortlisted applicants will be contacted