Retentions Agent

full time Information and Record Clerks

The Retentions Agent plays a key role in achieving the company's objectives by ensuring the retention of policies across all channels and brands. This is done through the execution of targeted retention strategies that directly contribute to business growth and enhanced profitability by expanding the in-force book.

Key Responsibilities:

• Accurately determine the origin and reason for policy cancellations (or potential cancellations).
• Identify the most effective strategy to address policy cancellations or potential cancellations.
• Gain a comprehensive understanding of the customer's portfolio, including comprehensive and value-added products, as well as policy tenure.
• Upsell necessary products based on a client needs analysis and available coverages.
• Provide competitor comparisons when needed, offering options based on cancellation reasons and customer requirements.
• Offer discounting strategies where appl...