Insurance Retentions Consultant

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.

• 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

• 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