Insurance Retention Agent

Job Description

Interacts with existing customers to perform various retention related activities, which includes cross‑selling, suggestion of alternative products, resolution of customer queries and unhappiness and product education to maximize customer experience and positively impact retention.

Hello Future Retentions Agent! Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB STI RETENTIONS, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

• Achieve monthly Retention targets
• Have accurate, timely administration
• Manage stakeholder engagement
• Adhere to risk and compliance requirements
• Strive for teamwork, self‑management and alignment with FNB values
• Excel in:
  Retentions, Reinstatements, Policy reviews, Upselling and Policy Cancellation

• Minimum 2 years Retentions experience
• Minimum 2 years Short Term Insurance experience
• RE Qualification
• Short Term Insurance qualification
• Matric Essential

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

• Goal orientated
• Able to work in a target driven environment
• Have a knack of seeking out solutions amidst adversity

Apply now if you are interested in taking the next step. We look forward to engaging with you!

Applications will not be accepted on 20/02/26 and onwards; kindly submit applications ahead of the closing date indicated.

All appointments will be made in line with First Rand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.