Supervisor – Insurance Retentions

Jobtailor; Cape Town; On-site; ZAR 360,000 - 540,000; Full time

Job summary

Jobtailor in Cape Town is seeking a Retentions Team Lead to oversee a high‑performing unit focused on sales and retention outcomes. You will coach and develop consultants, monitor KPIs, and drive strategies to reduce cancellations while maximizing upsell opportunities.

The role requires 3–5 years in insurance sales with a RE5 and at least 2 years of supervisory experience in a sales-driven environment. Excellent leadership and analytical skills are essential.

Qualifications

• Grade 12 completed with RE5.
• 3–5 years in insurance and sales, preferably retentions.
• Minimum 2 years supervisory/management experience in a sales-driven environment.
• Strong knowledge of insurance products, processes and compliance.

Responsibilities

• Lead, motivate and support the Retentions team to hit targets.
• Monitor performance, productivity, quality and conversion rates.
• Coach consultants to improve sales and retention outcomes.
• Conduct regular one-on-ones and performance discussions.
• Identify gaps and implement coaching and action plans.
• Handle escalated client queries, complaints and complex cases.
• Drive retention strategies by spotting cancellation risks and opportunities.
• Ensure compliance with policies,Regulatory standards and quality.
• Monitor call quality and process adherence.
• Analyse team performance and report insights to management.
• Collaborate with other departments to improve client experience.
• Maintain a high-performance, accountable team culture.

Skills

Leadership

Coaching

Sales & retention strategies

Performance management

KPIs monitoring

Analytical abilities

Communication

Problem-solving

Interpersonal skills

Team motivation

Education

Grade 12/Matric

Regulatory Examination 5 (RE5)

Job description

• Lead, motivate and support the Retentions team to achieve sales, retentions and KPI targets.
• Monitor team performance, productivity, quality and conversion rates.
• Coach and develop consultants to improve performance, sales and retention outcomes.
• Conduct regular one-on-ones, performance discussions and provide constructive feedback.
• Identify performance gaps and implement appropriate coaching and action plans.
• Support consultants with escalated client queries, complaints and complex retention cases.
• Drive effective retention strategies by identifying cancellation risks and sales opportunities.
• Ensure all sales and retention activities comply with company policies, regulatory requirements and quality standards.
• Monitor call quality and adherence to required processes.
• Analyse team performance and provide accurate reporting and insights to management.
• Work collaboratively with other departments to resolve operational issues and improve the client experience.
• Maintain a positive, accountable and high-performance team culture.
• Ensure daily administrative, operational and reporting requirements are completed accurately and on time.

Requirements

• Grade12/Matric.
• Regulatory Examination 5 (RE5) completed.
• 3-5 years experience in insurance and sales, preferably within a retentions environment.
• Minimum 2 years supervisory or management experience in a sales-driven environment.
• Strong knowledge of insurance products, processes and compliance requirement.
• Proven track record of achieving sales, retention and performance targets.
• Experience in coaching, mentoring and managing consultant performance.
• Strong understanding of KPIs, conversion rates, retention and cancellation trends.
• Excellent leadership, communication, problem-solving and interpersonal skills.
• Strong administrative, reporting and analytical abilities.
• Ability to mange escalated client queries and complaints professionally.
• Ability to work under pressure in a high-performance, target-driven environment.
• Wealth Management experience or a relevant qualification will be an advantage.

Core Competencies

Demonstrates strong leadership and coaching abilities to drive team performance in sales and retention, while ensuring compliance with regulatory requirements and company policies. Possesses analytical skills to monitor KPIs and implement effective retention strategies.

Highest-signal resume keywords

• Regulatory Examination 5 (RE5)
• Sales And Retention Strategies
• Coaching And Mentoring
• Performance Management
• Insurance Product Knowledge

Hard Skills

• Sales Target Achievement
• KPI Monitoring
• Performance Analysis
• Client Query Management
• Administrative Reporting
• Analytical Abilities
• Retention Strategies
• Conversion Rate Analysis
• Compliance Knowledge
• Insurance Processes

Soft Skills

• Leadership
• Communication
• Problem-Solving
• Interpersonal Skills
• Team Motivation

Certifications & Qualifications

• Grade 12/Matric
• Regulatory Examination 5 (RE5)

Industry Keywords

• Insurance
• Sales
• Retentions
• Performance Targets
• Wealth Management