Key details
Quick facts about this role
Location
Pretoria, Gauteng
Work mode
On-site
Compensation
R 17 000 per month
Posted
31 Jul 2026
Closes
20 Aug 2026
Accounting Careers
Retentions Consultant
This role focuses on retaining clients post-sale by delivering exceptional client service in line with the company’s values and retention strategies. The ideal candidate will be responsible for addressing cancellation requests, policy lapses, and missed payments through strategic objection handling, empathetic communication, and tailored solutions that meet our clients’ needs
Duties & Responsibilities
Key Responsibilities
- Contact clients who wish to cancel or have missed payments to understand concerns and provide
solutions.
- Use strategic objection handling to retain clients and reduce policy lapses.
- Manage and follow up on payment arrangements and outstanding premiums in line with compliance
requirements.
- Offer alternative cover, discounts, or payment options to suit client needs.
- Educate clients on the value and relevance of insurance products.
- Maintain accurate client records on the CRM system.
- Handle all client interactions professionally and empathetically, ensuring FAIS and TCF compliance.
- Liaise with internal departments to resolve client queries efficiently.
- Share insights with management on trends in cancellations and client objections.
- Collaborate with your team, stay self-motivated, and uphold values and compliance standards.
- Contact clients who wish to cancel or have missed payments to understand concerns and provide
solutions.
- Use strategic objection handling to retain clients and reduce policy lapses.
- Manage and follow up on payment arrangements and outstanding premiums in line with compliance
requirements.
- Offer alternative cover, discounts, or payment options to suit client needs.
- Educate clients on the value and relevance of insurance products.
- Maintain accurate client records on the CRM system.
- Handle all client interactions professionally and empathetically, ensuring FAIS and TCF compliance.
- Liaise with internal departments to resolve client queries efficiently.
- Share insights with management on trends in cancellations and client objections.
- Collaborate with your team, stay self-motivated, and uphold values and compliance standards.
Desired Experience & Qualification
Minimum required Qualification and Experience
- Matric, RE5 and FAIS Qualification (Essential)
- Class of Business (Advantageous)
- Minimum 2 years Retentions experience (experience in the Insurance industry is preferred)
Skills and Attributes
- Excellent communication and interpersonal skills, with the ability to build rapport with clients.
- Strong problem-solving and negotiation abilities.
- Familiarity with CRM systems and basic computer skills.
- Self-motivated, results-driven mindset, with a focus on achieving retention targets.
- Ability to work effectively in a fast-paced, team-oriented environment.
Should you not receive a response within 10 working days, please consider your application as unsuccessful
- Matric, RE5 and FAIS Qualification (Essential)
- Class of Business (Advantageous)
- Minimum 2 years Retentions experience (experience in the Insurance industry is preferred)
Skills and Attributes
- Excellent communication and interpersonal skills, with the ability to build rapport with clients.
- Strong problem-solving and negotiation abilities.
- Familiarity with CRM systems and basic computer skills.
- Self-motivated, results-driven mindset, with a focus on achieving retention targets.
- Ability to work effectively in a fast-paced, team-oriented environment.
Should you not receive a response within 10 working days, please consider your application as unsuccessful