Retention Specialist

Who are we? Mi. Way is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online.

We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the “what-ifs” of the world. Company values that every employee subscribes to are: Energy, Freedom, Accountability and Attitude.

The ideal candidate is one who has the courage to be bold and subscribes to Mi. Way’s core values! Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then Mi. Way is the place for you! Purpose of the Role The Retentions Advisor is responsible for supporting client retention by managing cancellation requests, understanding client needs and identifying suitable solutions to retain their insurance cover.

This role ensures exceptional client experiences through effective communication, objection handling and value-based conversations, while contributing to sustainable business performance and client loyalty. Therefore, we focus on our clients' needs; finding new ways to simplify their lives and how they do things. We give them products, services, and solutions that enable them to live and enjoy life on their own terms – in their own way.

Agile values and principles are strongly embedded in our culture, and they are at the core of how we make decisions and how we approach adding value within the company.

Overview

of Role Responsibilities (Level 1-13) Customer Service

• Level 3
• Process Specialist Carry out a range of customer service activities, including handling customer cases and inquiries that are more complex or outside the norm. Product/Service Information
• Level 3
• Process Specialist Provide advanced product/service information. Resolving Customer Issues
• Level 3
• Process Specialist Respond to basic customer issues, such as returns, and escalate issues appropriately. Supports the Ombudsman process by providing call records, customer communication history, payment information, and explanations related to customer disputes or complaints. Supports the Ombudsman process by providing call records, customer communication history, payment information, and explanations related to customer disputes or complaints. Customer Relationship Management (CRM) Data
• Level 3
• Process Specialist Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities. Customer Relationship Management / Account Management
• Level 3
• Process Specialist Make calls (by telephone or in person) to allocated existing customers to maintain relationships. Provide a first point of contact for resolving customer queries and complaints.

Required Skills

Masters Service Conversations

• Basic Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision. Navigates Customer Challenges
• Intermediate Works at an intermediate level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works with guidance. Builds Customer Loyalty
• Basic Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision. Strengthens Customer Connections
• Basic Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision. Customer Service Delivery
• Intermediate Works at an intermediate level to deliver required services to customers to the required standards. Typically works with guidance. Maintains the Relationship
• Intermediate Works at an intermediate level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works with guidance. Minimum Qualification and Experience Minimum Qualification Required Grade 12/Standard 10/NQF 4 Relevant FAIS RE5 certificate Minimum Experience
• At least 2 years of experience in a call centre for STI personal lines
• Personal lines retention experience will be advantageous Required Behavioural Competencies Communicates Effectively Customer Focus Decision Quality Ensures Accountability Instils Trust Interpersonal Savvy At Mi. Way we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. Mi. Way is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.