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Client Retention Specialist: Engagement & Upsell

Company

Santam Insurance

Location

bellville, western cape

Posted

July 08, 2026

Position Overview

Santam Insurance is looking for a Client Engagement Adviser in Bellville, Western Cape. This permanent role focuses on client retention by leveraging persuasive skills and addressing client inquiries. The ideal candidate has strong negotiation abilities, excellent communication skills, and a RE Qualification with 3 years of experience in Personal Lines insurance. Responsibilities include upselling, educating clients on products, and meeting key performance metrics. Santam is committed to embracing diversity and inclusion in the workplace.
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