Commercial Lines Broker managing organic revenue growth for Atlantic Region clients through integrated selling strategy. Overseeing account managers and maintaining client relationships while executing broking strategies.
About the role
- Consultant supporting insurance retention activities related to BI/MPP policies at ooba. Focus on client engagement, retention performance, and achieving 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
Requirements
- 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)
Benefits
- Grade 12
- Computer literate
- Contact Centre experience
- Sales experience
- Insurance industry experience
- RE5 and FAIS accreditation will be advantageous
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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