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
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