We are looking for a customer orientated individual with excellent communication skills to join our Retention Administration Team. You will be responsible for supporting policy retention, policy maintenance, and client service processes to ensure the effective management of active policies. The role focuses on investigating policy discrepancies, attending to arrears, reinstatements, payment method amendments, premium debt applications, and client communication in line with company procedures and compliance requirements.

You will be working for a well-established company with strong values. In exchange for your services, you will receive a competitive compensation package. You will be joining an organisation that values employee development and rewards excellent performance.

YOUR RESPONSIBILITIES WILL INCLUDE:

• Contacting clients to confirm their uptake of the policy.
• Refer cancellations of policies to the relevant personnel.
• Verifying client personal details and policy details against information on the system.
• Requesting and completing full ID numbers of all members’ and beneficiaries on the policy.
• Confirming banking details, debit order, salary and commencement date of the policy.
• Facilitate client requests for the addition or removal of lives and benefits and the amendment of premiums with the relevant insurance agent.
• Conduct change of payment methods and confirmation of banking details.
• Capture new banking details, reload debit orders and perform same day deductions upon request from clients.
• Respond to SMS and email communication from clients.