Insurance Retentions Consultant
ooba Home Loans
full-time
Posted on:
Location Type: Hybrid
Location: Cape Town • 🇿🇦 South Africa
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Contact existing clients to facilitate retention discussions and pass qualified leads to the external partner Capital Legacy
- Drive and maintain daily and monthly retention and lead-generation targets
- Manage client backlogs effectively to ensure timely follow-ups
- Monitor and manage lapse and arrears reports
- Compile and submit frequent and accurate reports
- Communicate effectively with internal teams and external Business partners
- Drive lead flow for new insurance and related product offerings introduced from time to time
- Ensure high standards of customer service and data accuracy in all interactions
Requirements
- Grade 12
- Computer literate
- Contact Centre experience
- Sales experience
- Insurance industry experience
- RE5 and FAIS accreditation will be advantageous
- Strong team player
- Good planning and time management skills
- Good communication skills (verbal and written)
Benefits
- Grade 12
- Computer literate
- Contact Centre experience
- Sales experience
- Insurance industry experience
- RE5 and FAIS accreditation will be advantageous
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
computer literacycontact centre experiencesales experienceinsurance industry experience
Soft skills
team playerplanning skillstime management skillscommunication skills
Certifications
RE5 accreditationFAIS accreditation