{"id":36776,"date":"2026-05-29T16:04:07","date_gmt":"2026-05-29T16:04:07","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/southafrica\/job\/client-engagement-adviser-retentions-jg10\/"},"modified":"2026-05-29T16:04:42","modified_gmt":"2026-05-29T16:04:42","slug":"client-engagement-adviser-retentions-jg10","status":"publish","type":"job_listing","link":"https:\/\/jobs.dataaxisnode.com\/southafrica\/job\/client-engagement-adviser-retentions-jg10\/","title":{"rendered":"Client Engagement Adviser: Retentions (JG10)"},"content":{"rendered":"<p>WHAT WILL YOU DO?<\/p>\n<p>\tThe responsibility of the retention adviser is to retain clients while offering world class products and services and achieving targets efficiently and professionally. The successful candidate must demonstrate resilience, ambition and enthusiasm as well as passion for their work and Santam.<\/p>\n<p>WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?<\/p>\n<p>\tRetain clients by leveraging persuasive skills to identify and address their needs.<br \/>\n\tCreate opportunities for retention by proactively engaging with clients who have unpaid debit orders.<br \/>\n\tReinstating cancelled policies by applying effective persuasion techniques.<br \/>\n\tAddress inquiries and ensure client retention through exceptional customer service.<br \/>\n\tEducate clients on Santam Direct\u2019s product features, billing processes, service offerings and overall value.<br \/>\n\tMeet monthly key performance metrics and adhere to workforce management protocols.<br \/>\n\tDrive marketing campaigns through upselling and cross-selling initiatives.<br \/>\n\tResearch competitive pricing and policy services to provide clients with suitable comparisons and options.<br \/>\n\tPerform additional duties as required.<\/p>\n<p>QUALIFICATIONS AND EXPERIENCE<\/p>\n<p>\tRE Qualification<br \/>\n\tFAIS compliant (150 credits)<br \/>\n\t3 years\u2019 experience in Personal Lines insurance: Retentions<\/p>\n<p>KNOWLEDGE AND SKILLS<\/p>\n<p>\tExceptional negotiation and persuasion abilities<br \/>\n\tStrong verbal and written communication skills<br \/>\n\tExcellent interpersonal and networking capabilities<br \/>\n\tProven track record of adherence to quality standard and compliance<br \/>\n\tStrong client service orientation<br \/>\n\tAbility to thrive under pressure<br \/>\n\tSound judgement and decision-making skills<br \/>\n\tAttention to detail<br \/>\n\tSelf-motivated with a proactive approach<br \/>\n\tCapability to work independently<\/p>\n<p>COMPETENCIES<\/p>\n<p>\tAdaptability<br \/>\n\tAnalytical thinking<br \/>\n\tResults-driven mindset<br \/>\n\tConflict resolution<br \/>\n\tEmotional self-regulation<br \/>\n\tStrong customer service orientation<br \/>\n\tTechnical proficiency<br \/>\n\tTime Management<br \/>\n\tTeam collaboration<\/p>\n<p>Apply via company website ( http:\/\/www.santam.co.za ) or<\/p>\n<p>careers.sanlamcloud.co.za<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/careers.sanlamcloud.co.za","_company_name":"Santam Insurance","_company_website":"http:\/\/www.santam.co.za","_company_tagline":"Santam Limited is the largest short-term insurer in South Africa, with a market share in excess of 22%, providing short-term insurance products through broker networks and direct sales channels. The company was established in 1918 and offers personal, commercial, and corporate insurance solutions. S... read moreantam is a subsidiary of Sanlam Limited and has been listed on the Johannesburg Stock Exchange (JSE) since 1964. 1 Sportica Crescent Tyger Valley Bellville, 7530","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[15],"job-types":[12],"class_list":{"0":"post-36776","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-western-cape","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/36776","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=36776"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=36776"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=36776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}