Insurance Retentions Consultant
Western Cape, South Africa9h ago
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Key details
- Location
- Western Cape, South Africa
- Work style
- Hybrid
- Job type
- Full-time
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 9h ago
Skills
customer service
About the role
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.
- 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