Exercise dynamic and innovative retention methods in order to retain our clients. For example: if premium is a problem for client; downgrade or reduce cover, offer discounts
Validate policy for retained client is captured timeously and accurately, in order to meet SBIB requirements i.e. system cut-offs which effect debit orders;
Analyze client need, identify appropriate product and action opportunities for cross-selling and up-selling
Grow existing client base;
Adhere to underwriterxe2x80x99s rules and business procedures;
Negotiate with Product Owners, Underwriters where required to find a solution and way forward for the policy to continue, especially at reinstatement of a policy
The entire process must be conducted telephonically
Resolves insurance related queries and complaints from customers;
Ensures that all targets are met;
Facilitates the development of customer and business loyalty through relationship management and consistently portray a professional corporate image in accordance with the values of the bank
Query resolution within turnaround times to avoid complaints