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ooba Home Loans

Insurance Retentions Consultant

ooba Home Loans

. Contact existing clients to facilitate retention discussions and pass qualified leads to the external partner Capital Legacy.

Posted 11/9/2026full-timeCape Town • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in client retention strategies and lead generation within the insurance industry, ensuring high standards of customer service and data accuracy. Proficient in managing client backlogs and compiling accurate reports to drive results.

Highest-signal resume keywords
Contact Centre ExperienceSales ExperienceInsurance Industry ExperienceRE5 AccreditationFAIS Accreditation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Client RetentionLead GenerationData AccuracyReport CompilationTime Management
Soft Skills
Communication SkillsTeam PlayerClient-FocusedPersuasivenessService Oriented
Certifications & Qualifications
RE5 AccreditationFAIS Accreditation
Industry Keywords
Insurance IndustryCustomer ServiceMarket OrientedResult-OrientedQuality Assurance

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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)
  • Client-focused
  • Accuracy
  • Market oriented
  • Persuasiveness
  • Devotion to quality
  • Social skills
  • Service oriented
  • Result-oriented