Customer Service Consultant (Insurance)
Elite SearchJohannesburg, South Africa30+ days ago
Job descriptionMatric (Grade 12) required; tertiary qualification in Business, Finance, or Insurance advantageous 2 - 3 yearsâ 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 Must have exposure to trade credit or commercial insurance FAIS compliant : RE5
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 :
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.
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Insurance Consultant • Johannesburg, South Africa