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Lead Specialist: Business Retentions

Vacancy Details

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A leading insurance corporate is looking to employ a Lead Specialist: Business Retentions to provide advice and support in practice formulation and associated best practice improvement tactics; enabling the provision of specialist business retention's expertise.



  • Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation
  • Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems
  • Plan for delivering work outputs related to a particular service or operational area, managing interdependent functional activities, and direct best-practice, priorities, standards and procedures to ensure efficiency associated with the area of specialisation
  • Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions
  • Identify areas for innovation and drive automation to enhance practice development and integration with processes; improving the customer experience
  • Forecast, analyse, document and report on economic conditions affecting industry and or business groups of the organisation
  • Provide support and advice related to the development of innovative business models leading to new business ideas and initiatives
  • Use the insights gained through business information reports to advise on success and to identify areas of potential re-alignment of objectives
  • Develop and implement ways to ensure that customers are educated on products and services leading to customer retention and increased sales revenue


  • Provide authoritative, specialist expertise and advice to internal or external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles


  • Implement and monitor financial controls, management of costs and corporate governance throughout the area of specialisation

Learning and Growth

  • Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation


  • Develop and/or align governance and compliance policies for own practice and/or tactical area to identify and manage risk exposure liability related to the area of specialisation

Behavioural Competencies

  • Customer Orientation - The ability to interact with customers and key role players in an effective and efficient manner
  • Teamwork and Cooperation - Demonstrates leadership in a cross functional team context
  • Problem Solving and Analysis - The ability to systematically identify, analyse and resolve existing and anticipated problems through proactive identification of problems, determining their cause and impact and choosing the best alternative to solve the problem
  • Interpersonal Effectiveness - Influences others through building and sustaining relationships
  • People Management and Empowerment - Understands and applies more complex concepts and methods. Leads and directs people or groups of recognised specialists
  • Communicating with Impact - Takes others perspectives into account when communicating
  • Professional/Technical learning - Acquisition of professional knowledge and skills within a discipline
  • Persuading and Influencing - Facilitates communication between two or more groups or teams

Technical Competencies

  • Customer Advice (Technical)
  • Business Acumen
  • Financial Acumen
  • Reporting and Interpretation
  • Economic Methods and Theories
  • Research and Information Gathering



Bachelor’s degree and Advanced Diploma

  • Academic field

-          Finance

-          Economics

-          Mathematics

-          Business Process Engineering


5 - 8 years’ experience in a similar environment, of which 2 - 3 years at specialist level

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Position Type


Work Level



Market Related



Salary Type



Cost To Company

Affirmative Action


Geographic Location

Gauteng - JHB CBD