Client Engagement Adviser: Retentions - Cpt Jg Job Bellville area,South Africa,Business

Position: Client Engagement Adviser: Retentions - Cpt Jg10)

Client Engagement Adviser:
Retentions - CPT Bellville (JG10)

Job Description Client Engagement Adviser:
Retentions - CPT Bellville (JG10) Posting

Start Date:

25/08/2026

Job Location:

South Africa

CAREER OPPORTUNITY

An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser -Retention Adviser to join the Client Engagement Team . The successful incumbent will be based at our offices in Tygervalley, Cape Town
.

WHAT WILL YOU DO?

The 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.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Retain clients by leveraging persuasive skills to identify and address their needs.
Create opportunities for retention by proactively engaging with clients who have unpaid debit orders.
Reinstating cancelled policies by applying effective persuasion techniques.
Address inquiries and ensure client retention through exceptional customer service.
Educate clients on Santam Direct’s product features, billing processes, service offerings and overall value.
Meet monthly key performance metrics and adhere to workforce management protocols.
Drive marketing campaigns through upselling and cross-selling initiatives.
Research competitive pricing and policy services to provide clients with suitable comparisons and options.
Perform additional duties as required.

QUALIFICATIONS AND EXPERIENCE

RE Qualification
FAIS compliant (150 credits)
3 years’ experience in Personal Lines insurance:
Retentions

KNOWLEDGE AND SKILLS

Exceptional negotiation and persuasion abilities
Strong verbal and written communication skills
Excellent interpersonal and networking capabilities
Proven track record of adherence to quality standard and compliance
Strong client service orientation
Ability to thrive under pressure
Sound judgement and decision-making skills
Attention to detail
Self-motivated with a proactive approach
Capability to work independently

COMPETENCIES

Adaptability
Analytical thinking
Results-driven mindset
Conflict resolution
Emotional self-regulation
Strong customer service orientation
Technical proficiency
Time Management
Team collaboration

SPECIFIC REQUIREMENTS

There will be a probationary period of three (3) months, which consists of the following two phases:

There will be a six (6) week training period after which your knowledge will be assessed; and
On the job evaluation phase during with progress will be measured against your ongoing ability to meet s set target.

WHO WE ARE

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivering client’s freedom from worry. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.