JOB DETAILS
Retention Consultant: Short Term Insurance (KZN)
CompanyTelesure Investment Holdings (TIH)
LocationDurban
Work ModeOn Site
PostedJune 1, 2026
About The Company
Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africa’s leading and innovative financial institutions.
These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms.
Our origins go back to 1 June 1985, when Auto & General Insurance was launched into the South African market. We have since grown into a group of subsidiaries of which Auto & General now forms a part.
Today, we own some of South Africa’s most loved and recognisable brands, each finding a better way to give their unique group of customers peace of mind.
We exist to continuously find better ways to give people peace of mind, whether it is to protect what they own, their loved ones or their greater ambitions and life plans they’re working so hard for.
We’re proven pioneers with a hunger for doing and being the best we can, bringing customer-focused innovation and service excellence to the financial services industry.
We’re an undivided team of diverse thinkers and doers who believe in leading through technology and pushing past their limits.
TIH is a licensed controlling company.
About the Role
Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.
Job Purpose
Facilitate the retaining of policies through company approved retention strategies. Focus on maintaining customer relationships, meeting various KPIs and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Focus on growth of brand and process alternative solutions to meet customer needsResponsibilities
Customer ServiceProvide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.
Customer Needs Clarification
Set clear objectives for each call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain alternative solutions to the customer and influence the customer to retain their business.
Customer Management
Help manage customers by carrying out standard activities.
Operational Compliance
Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation when required from a supervisor or manager for any exceptions from mandatory procedure.
Performance Management
Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance and KPI's.
Personal Capability Building
Keep abreast with current changes in internal policies and procedures. Develop capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Education
Grade 12/ SAQA Accredited Equivalent (Essential); Short-term Insurance Certificate (NQF4) (Essential); FAIS and RE5 qualification (Advantageous)Experience
Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.
Key Skills
Customer RetentionCustomer ServiceShort-term InsuranceRelationship ManagementConflict ResolutionSalesKPI ManagementOperational ComplianceNeeds AnalysisProduct Knowledge
Categories
Customer Service & SupportFinance & AccountingSalesConsulting
Job Information
📋Core Responsibilities
Facilitate the retention of insurance policies by implementing approved strategies and maintaining strong customer relationships. Resolve complex customer queries and propose alternative product solutions to meet client needs and ensure brand growth.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
5958
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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