ooba careers

Insurance Retentions Consultant

Posted Yesterday

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2 Locations

Remote or Hybrid

Entry level

Fintech • Software • Financial Services

The Role

Engage existing insurance clients in retention discussions, manage cancellations, lapses, arrears, and follow-up backlogs, and refer qualified leads to Capital Legacy. The role requires achieving daily and monthly retention and lead-generation targets, supporting new insurance product sales, compiling accurate reports, and maintaining strong service, communication, and data-quality standards.

Summary Generated by Built In

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. QualificationsQualifications:

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

Skills Required

Grade 12
Computer literacy
Contact centre experience
Sales experience
Insurance industry experience
RE5 accreditation
FAIS accreditation
Strong teamwork skills
Planning and time management skills
Good verbal and written communication skills

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The Company

HQ: Cape Town, Western Cape

7 Employees

Year Founded: 1998

What We Do

Make ooba a new home for your career! At ooba (www.ooba.co.za), we’re proudly contributing to the growth of our country and the economy by transforming the South African home ownership market. Not only do we empower people by ‘opening doors’ to a secure financial asset for them and their families, we also help them protect their assets through our competitive range of insurance products. We do this by being pioneer and the leading brand in home loans origination for South Africa. We’re a growing and innovative business offering meaningful work with rewarding careers. At ooba, we believe in empowering our people by the introduction of innovative technology enablers and progressive people practices. Want to find out more about a career at ooba, check out our careers site at: www.careers.ooba.co.za