ooba Home Loans

Insurance Retentions Consultant

ooba Home Loans

full-time

Posted on:

Location Type: Hybrid

Location: Cape Town • South Africa

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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 & Tools
computer literacycontact centre experiencesales experienceinsurance industry experience
Soft Skills
team playerplanning skillstime management skillscommunication skills
Certifications
RE5 accreditationFAIS accreditation