Member Retention Specialist Jobs at Metropolitan Life in Centurion

Job Title: Member Retention Specialist (Reference # 10447)

Position Purpose

Provide an effective and efficient service to clients by contacting clients/ financial advisors and reinstating policies and preventing replacements.

Experience & Qualifications

Matric/Grade 12

Up to 2 years

1 – 2 years product and system knowledge

Work Output

Internal Collaboration: Effective and consistent service delivery and support to all internal clients

External Customer Satisfaction: Effective and consistent service delivery and support to external clients

Customer Engagement/ Retention: Engagement/Retention of clients within current portfolio

Lapse Process: Number of successful policy reinstatements

Replacement/Cancellation Process : The number successful replacements saves per month

Performance and Development Manage own performance and development

Values. Live the Momentum values namely Accountability, Diversity, Excellence, Integrity, Innovation & Teamwork

Risk/Opportunity identification related to Expenses and Revenue: 1. Identify financial and business risks to the company and escalate accordingly. 2. Minimise the company's loss by controlling excessive wastage. 3. Contain costs within budget parameters

Knowledge: The retention specialist is required to maintain the following criteria with regards to accreditation: a.Product (80%)b.Competitor (70%) c.Systems (95%)

Additional Requirements

Financial Planning Institute

Regulatory Exams

English

Competencies Required

Relating and Networking
Persuading and Influencing
Presenting and Communicating Information
Creating and Innovating
Planning and Organising
Delivering Results and Meeting Customer Expectations
Following Instructions and Procedures
Adapting and Responding to change
Coping with Pressures and Setbacks

How to apply

Internal applicants:

Sign on to PeopleSoft > Recruiting Activities > Careers

External applicants:

Go to our website

www.momentum.co.za

> Goto: Current Vacancies > Current Vacancies

Assistance with online applications:

PeopleSoft Helpdesk (021) 940 5169

Contact Person:

Elana Du Preez

Telephone:

0126844139

Closing Date:

31 Dec 2012

Please state clearly for which position you are applying as well as the reference number in all communications. The remuneration will be commensurate with the successful applicant's experience, qualification and skills.