Posted on: 23 February 2023
ID 852855

Retention Administrator

Discovery Invest

Retentions Administrator (Senior)

About Discovery

Discoverys core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Invest

Discovery Invest is an ever growing fast-paced and dynamic environment that provides innovative products. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

Key Purpose

Support Retentions manager in achieving set objectives through both proactive and reactive initiatives. Conduct customer interactions with the aim of conserving existing business.

Areas of responsibility may include but not limited to
  • Conduct outbound telephonic Conservation to existing Discovery Invest clients.
  • Ensure that monthly conservation targets are met.
  • Proactively determine the clients needs and potential servicing gaps.
  • Proactively evaluate interactions with clients providing dazzling service at all times to internal and external clients.
  • Escalate any client escalations to relevant Service Teams for resolution
  • Keep accurate statistics on all calls, contacts and client interactions.
  • Assist Retentions manager in highlighting conservation trends
Personal Attributes And Skills
  • Drives Results
  • Values Driven
  • Optimistic
  • Learns on the Fly
  • Resilient
  • Instils Trust
  • People Savvy
  • Problem Solver
Education And Experience
  • Matric
  • 3 years Discovery Invest Experience
  • 2 years Conservation and/ or related telesales experience (preferable)
  • 2 years experience in Industry sales position and/or outbound telesales environment (preferable)
  • Excellent English and Afrikaans spoken would be beneficial
  • Good administration skills in Excel and Word.
EMPLOYMENT EQUITY

The Companys approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Occupation:
Finance jobs


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