ooba is seeking an Insurance Retentions Consultant to join its dynamic Insurance Division. The purpose of this role is to support insurance retention activities related to BI/MPP policies, cancellations and Capital Legacy referrals. The consultant will focus on client engagement, retention performance, lead management and consistent achievement of daily and monthly targets.
Responsibilities
- 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.
Qualifications
Qualifications:
- Grade 12
- Computer literate
- Contact Centre experience
- Sales experience
- Insurance industry experience
- RE5 and FAIS accreditation will be advantageous
Required Skills:
- Strong team player
- Good Planning and time management skills
- Good communication skills (verbal and written)
Critical competencies
- Client-focused
- Accuracy
- Market oriented
- Persuasiveness
- Devotion to quality
- Social skills
- Service oriented
- Result-oriented
