Consultant, Funeral Claims

Standard Bank Of South Africa LimitedJohannesburg, Gauteng, South Africa

4 days ago

Job description

Consultant Funeral Claims in Johannesburg

Showing 6 Consultant Funeral Claims jobs in Johannesburg

Johannesburg, Gauteng Elite Search

Posted 7 days ago

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

Must have exposure to trade credit or commercial insurance

FAIS compliant : RE5

Note : 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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Funeral Claims Consultant

Roodepoort, Gauteng R - R Y Standard Bank

Posted today

Job Description

Job Overview

Business Segment : Insurance & Asset Management

Location : ZA, GP, Roodepoort, 4 Ellis Street

Job Type : Full-time

Job Ref ID : A-0001

Date Posted : 10 / 10 / 2025

To analyse, assess and pay valid funeral claims within 48 hours from the time the last document is received. To detect fraudulent activities on funeral claims. Maintain an effective diary to ensure overdue claims are prioritized within timeframes, enabling effective customer service delivery. Ensure favourable NPS score of >

80% by consistently promoting quality interactions with customers.

Qualifications

Diploma in Insurance or related field

FAIS Compliant, RE 5

Minimum 3 years insurance industry experience; minimum 2 years call centre / telephone experience; knowledge of at least 1 Long-Term Insurance product

Experience

Experience in Insurance Legacy & Enablement; Insurance

Additional information includes behavioural and technical competencies and performance targets. Recruitment processes comply with local laws. Fraud awareness information provided.

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Finance and Insurance Consultant

Roodepoort, Gauteng R - R Y AUTO24

Posted today

Job Description

Purpose

Provide support to the Auto24 network by delivering efficient service to customers and the dealership through vehicle finance and sale of approved products to maximise gross profit while upholding FSB requirements.

Requirements

Deliver on agreed performance targets according to budget & sales targets

Maximize second gross profit

Governance and compliance adherence; ensure dealership remains compliant per legislation

Record and report on transactional activities for timely decision making

Conduct financial needs analyses and provide value-added finance / insurance products

Manage finance and insurance debtor’s book and related processes

Provide specialized need analysis & financial / insurance advice

Provide operational support to grow dealership profitability

Educate customers on products to retain and grow customer base

Maintain ongoing professional development and knowledge

Customer service and sales management; knowledge of NCA, CRA, FAIS, FICA

Minimum Experience

3 years in a customer services-focused role in Automotive Retail or Banking

Grade 12 / Matric with relevant diploma; credits for additional qualifications

Vehicle legislation knowledge; dealership policies and procedures

CPD points as required; valid Driver’s License

Benefits

Fixed salary plus performance-based commissions

Clear career path and regular training

Team-oriented environment with a culture of success

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Dealership Finance and Insurance Consultant

Roodepoort, Gauteng R - R Y AUTO24

Posted today

Job Description

Purpose

Provide support to Auto24 network through vehicle finance and sale of approved products; uphold FSB requirements.

Requirements

Deliver on performance targets; maximize profit

Governance and compliance; ensure dealership compliance

Record and report on transactions for decision making

Finance / insurance needs analysis and sales

Manage debtor’s book and related processes; customer education

Operational support for growth and profitability

Knowledge of NCA, CRA, FAIS, FICA; CPD; Driver’s License

Minimum Experience

3 years in a similar role with customer service focus in Automotive Retail or Banking

Matric with diploma; regulatory exams and insurance qualifications advantageous

Knowledge of NCA, CRA, FAIS, FICA; dealership policies

Essential dealership experience

CPD points; Driver’s License

Benefits

Fixed salary plus commissions

Career advancement; training

Team environment

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Tracker Randburg

Randburg, Gauteng R90000 - R Y Tracker Connect

Posted today

Job Description

Job category : Insurance Management and Administration

Location : Randburg

Contract : Permanent

Remuneration : Market Related

EE position : Yes

Introduction

Tracker's Sales Department requires a dynamic, resilient, self-motivated Insurance Sales Consultant to promote TRACKER and grow sales in the Insurance Industry - Johannesburg and surrounding areas. Objective is to promote Tracker and support brokers to increase installation volumes.

Job Description

Grow Tracker sales via Insurance intermediaries

Promote Tracker to the Insurance Industry

Provide product information to brokers / administrators / underwriters

Incentive programmes / marketing opportunities

Regular training to Insurance Intermediary staff

Weekly / monthly portfolio performance reports

Achieve monthly / yearly targets

Attend after-hour functions as required

Administrative duties

Identify new business opportunities; engage internal stakeholders

Requirements

Matric with at least 5 years of outside sales experience

Strong relationship-building and senior-level communication

Excellent presentation and training skills

Industry qualifications or experience advantageous

Established insurance industry networks beneficial

Mature self-starter; team player; valid driver’s license

Benefits

Company Vehicle, Company cellphone, Medical aid and provident fund

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Insurance Customer Service Consultant

Posted today

Job Description

Join Mobalyz Risk Services (Pty) Ltd, based in Midrand, Gauteng, as an Insurance Customer Service Consultant. Responsible for managing client inquiries, providing insurance-related solutions, and ensuring customer satisfaction within a professional Customer Service Organization Group. Opportunity to grow your career at Mobalyz.

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Consultant • Johannesburg, Gauteng, South Africa