ooba Home Loans

Administration

• Capture of new business policies
• Endorsements, Amendments
• Post loss underwriting
• Ensure existence of cover
• Liaison with client on all aspects of claim
• Notification to client of welcome pack and this to the client
• Dealing with all client queries related to HOC
• Liaison with Insurers and Brokerage Sales force to ensure correct policy administration
• Bank confirmations

Insurance Administrator

Sales

• Own and deliver regional sales targets across home loans, insurance and related products.
• Analyze regional performance data to identify trends, risks and opportunities.
• Ensure disciplined management of pipelines, portfolios and conversion ratios.
• Develop and execute the regional business plan.
• Set clear regional and individual targets.
• Manage regional budgets responsibly.
• Lead, coach and motivate sales teams.
• Build a strong talent pipeline.
• Embed a high-performance culture.
• Build and maintain strong relationships with banks, real estate and other key lead sources.
• Identify and secure new business opportunities.
• Provide guidance on complex home loan applications.
• Ensure regulatory and compliance adherence.
• Provide accurate regional reporting. Ensure alignment with ooba policies.

Insurance Administrator

Regional Sales Manager