Customer Service Consultant (insurance)

Johannesburg, Gauteng, South Africa

Job Description

The role:

  • Support Senior Advisors with client renewals, reports, and presentations
  • Manage daily administrative tasks and client communications
  • Assist with credit limit applications, claims, and policy updates
  • Maintain accurate client records and monitor compliance
  • Track renewals, overdue debts, and risk concerns
  • Prepare reports and trackers for management review
Requirements:
  • Matric (Grade 12) required; tertiary qualification in Business, Finance, or Insurance advantageous
  • 2 - 3 years experience in insurance (commercial), banking (commercial), or financial services administration (commercial)
  • Strong organisational skills, attention to detail, and ability to manage multiple priorities
  • Excellent communication and client service skills
  • Comfortable with data, documents, reporting, and CRM systems
  • Exposure to trade credit or commercial insurance is a plus (training provided)
  • FAIS compliance or willingness to complete within a set timeframe
If you are wanting to work in a supportive, collaborative, and growth-oriented environment where you can gain hands-on exposure to trade credit insurance products and client management, then this role is for you! You will have a clear career path with potential to grow into an Advisor role and be part of a professional yet approachable team that values people first.

Skills Required

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Job Detail

  • Job Id
    JD1547801
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johannesburg, Gauteng, South Africa
  • Education
    Not mentioned