Job Description

Remuneration: R10500.00 Basic Salary incl. benefits (Medical Aid and Provident Fund) plus Commission
Purpose Of The Job:
Our client a Financial Services Company is looking for an experienced Insurance Retentions Agent to join the team. The Retentions Agent contributes to the organisational goals by conserving policies for the business across all channels and brands through the execution of specific retention strategies and approaches. In contribution to the strategy, the role will strategically grow the in-force book therefore improving overall profitability.
Key Responsibilities:

• Accurately identify the origin and reason for policy cancellations (or cancelled policies)
• Determine the most appropriate approach of responding to the customer after identifying the cause for the policy cancellation (or potential policy cancellation)
• Gain an understanding of the customer's portfolio with the business across comprehensive products; value added products and any other offerings (including policy tenure)
• Effectively upsell required products as determined by a client needs analysis and available coverages
• Apply or provide competitor comparisons where necessary relative to the cancellation reason and customer needs in order to provide options to customers
• Where appropriate, offer discounting strategies relative to customer profitability and options available.
• Engage in effective brand reputation management aligned to specific customer concerns in order to limit brand damage and integrity
• Update key customer information across all relative systems as required
• Adhere to all required risk and compliance requirements as stipulated for the role
• Adhere to all business rules, business processes and system access and management regulations on an on-going basis
• Adherence to agreed house rules for the team and environment aligned to key performance and quality standards at all times
• Effective retention of customers for the business across all channels and brands measured by agreed persistency ratios
• Arrange for the payment of outstanding premiums to ensure cover is in place
• Ensure that NTU and non-payment rates are managed effectively in line with company requirements

Non-Technical:

• Excellent verbal and written communication skills
• Excellent Telephone and Email Etiquette
• High attention to detail
• High focus on the client experience
• Compliance and Rule Orientated
• Ability to work under pressure in a deadline/target driven environment
• Self-Starter
• Adaptable
• Ability to work with little supervision
• Must be a team player with a pleasant disposition
• Solid Administration Skills
• Ability to manage their time effectively
• Computer literate

Minimum Qualification:

• Matric
• RE5 (Non-Negotiable)
• Class of Business (Non-Negotiable)
• FETC: Short-term Insurance NQF4 or better (Non-Negotiable)
• Meet the regulatory requirements (e.g. DOFA period, FAIS Fit & Proper)

Requirements:

• At least 2 years' experience as a retentions or sales agent in a short-term insurance call centre environment in the motor industry
• 1-year outbound call centre sales experience
• Knowledge of Short-Term Personal Lines Technical Elements
• Knowledge of Short-Term Personal Lines Insurance Products
• Advanced Sales Skills
• Proficiency using Microsoft Office - Outlook, Word and Excel
• Motor Industry experience ESSENTIAL!!

Please note only candidates with the required experience will be contacted and considered. If you are not contacted within 14 days from application, kindly consider your application as unsuccessful.
Applications will only be considered from candidates who meet the specified criteria as per the job spec. If you do not meet the requirements, Select Motor Recruitment reserves the right not to respond to your application.
Applications should be submitted no later than Friday 16 January 2026.
For more information please contact:
Debbie Penrose

Skills Required