Job Title: Insurance Retention
Location: Century City, Western Cape, South Africa
Company: Capitec Bank Ltd
Date: 20 Mar 2026
Purpose:
Provide accurate, compliant information and guidance on insurance products. Understand client needs, advise on optimising life insurance portfolio, deliver exceptional service, resolve queries quickly, and build long‑term loyalty. Meet service standards, achieve performance targets, engage clients in value‑led conversations, and support team effectiveness.
Education (Minimum):
FAIS accredited as Key Individual and approved by FSCA
Regulatory Exam for Representatives (RE5)
Education (Preferred):
Knowledge and experience in financial servicesExperience:
2–3 years in financial services such as banking, insurance, retail, or client service environments, or internally 15–24 months at Agent I level.
Client service or related experience (e.g., client care, insurance, collections) is advantageous.
Experience in an environment driven by Service Level Agreements, quality standards, and performance targets.
Ability to conduct needs‑based, value‑led conversations, work with client segmentation and profiling, identify opportunities, and manage full follow‑through.
Executing the following in the workplace:
- Conduct needs‑based, value‑led client conversations (not script‑only)
- Work with client segmentation and profiling to tailor offers, advice, and engagement
- Identify and convert opportunities (cross‑sell, up‑sell, retention)
- Follow‑through: log, track, and close client actions end‑to‑end
- Customer‑centric mindset focusing on client retention and long‑term loyalty
Knowledge:
Comprehensive understanding of client interaction and relationship management practices and principles
Understanding of client management information, systems and tools
Understanding of conflict management principles
Deep knowledge of insurance products
Consultative/needs‑based selling
Active listening, questioning, empathy, and rapport building
Personalisation using profile, preferences, and history
Skills:
Analytical skills
Attention to detailChange management skills
Communication skills
Interpersonal and relationship management skills
Problem‑solving skillsProject management skills (methodology specific)
Additional Information:
Clear criminal and credit record
Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.
Job Details
Job Type
Full-time
Location
Century City, Western Cape
Posted
20 March 2026
Closing Date
19 April 2026
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