Consultant, Retentions
Standard Bank
Roodepoort, Gauteng
Customer service roles in retail, banking and BPO reward strong communicators and are a common entry point for matriculants.
This listing does not state a salary. As a guide, customer service roles in South Africa typically pay R7 000 to R17 000 a month (indicative).
Job description
Job Overview
Business Segment: Insurance & Asset Management
Company: Standard Insurance Ltd
Location: ZA, GP, Roodepoort, 4 Ellis Street
Job Type: Full-time
Job Ref ID: 80396689A-0001
Date Posted: 7/13/2026
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Job Description
To provide a high level of service (telephonically and via correspondence) to Customers. The primary function of a Multi-product Retentions Consultant is to ensure that all cancellation requests are retained by using all tools provided, example by offering the product benefits, downgrading or reducing cover, discounts to suit the client’s needs and to make sure the client remains on the book. Reinstatement of policies are also a core job function, policies will need to be reinstated as per client’s requests, as this point consultants can use this opportunity to upsell on the policy which will contribute to the company’s revenue
Qualifications
Type of Qualification: Diploma
Field of Study: Finance and Accounting
Matric
A minimum of 120 Insurance credits
Relevant qualification - Short Term Insurance (certification, Diploma, Degree)
Regulatory Exams
FAIS
Requirements include Class of business (COB) and compliance training
Experience Required
Short Term Insurance
The role requires an individual with minimum of 3 years insurance industry experience. Minimum of 2 years call centre/telephone experience would be required as a minimum. Insurance product knowledge of at least 1 product for an Insurance Consultant Level 1. Minimum of 2 years retentions experience.
Additional Information
Behavioural Competencies:
Articulating Information
Checking Things
Following Procedures
Interacting with People
Interpreting Data
Team Working
Technical Competencies:
Client Knowledge
Client Retention & Servicing
Client Value Propositions
Insurance Principles
Insurance Products & Services
Certificate of Proficiency
Code of banking practice
Insurance background
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Good to know
What does this customer service job pay?
This listing does not state a salary. As a guide, customer service roles in South Africa typically pay R7 000 to R17 000 a month (indicative).
Do I need experience for customer service jobs in Roodepoort?
Many customer service roles in Roodepoort are open to candidates with little or no experience. Read the listing for its exact requirements.
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