Question
FULL_TIME
2-5

Insurance Retention Agent

11/20/2025

The Insurance Retention Agent interacts with existing customers to perform retention-related activities, including cross-selling and resolving customer queries. The role aims to maximize customer experience and positively impact retention.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

No

About The Company
FirstRand Bank India is a licensed financial services provider in India and a fully-fledged branch of FirstRand Bank Limited South Africa. The bank opened its doors for trade in 2009 after being granted a full-scale commercial banking license. Based in Mumbai, FirstRand Bank India is a member of the Indian banking fraternity - offering banking services to its clients active in the Indo-African corridor and within India across corporate banking, investment banking, fixed income, currency and commodity products, and structured products.
About the Role

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.

Are you someone who can:

  • 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

You will be an ideal candidate if you have:

  • Minimum 2 years Retentions experience

  • Minimum 2 years Short Term Insurance experience

  • RE Qualification

  • Short Term Insurance qualification is essential

  • Matric Essential

You will have access to:

  • Opportunities to network and collaborate

  • A challenging working environment

  • Opportunities to innovate

We can be a match if you are:

  • 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!

All appointments will be made in line with FirstRand 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.

#post

#fnb

#LI-AW1

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

28/11/25

All appointments will be made in line with FirstRand 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.

Key Skills
RetentionReinstatementPolicy ReviewsUpsellingPolicy CancellationCustomer EngagementRisk ManagementComplianceTeamworkSelf-ManagementProduct EducationCustomer QueriesProblem SolvingTarget DrivenGoal OrientedStakeholder Engagement
Categories
Finance & AccountingCustomer Service & SupportSales
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