Client Service Consultant

Red Ember Recruitment (PTY) Ltd; Pretoria; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Red Ember Recruitment (PTY) Ltd in Pretoria is seeking a Client Service Consultant to deliver professional, customer-focused service across all client interactions. You will handle inbound and outbound inquiries relating to policies, premiums, and servicing, maintain accurate CRM records, and ensure compliance with FAIS, TCF, and POPIA.

Minimum 2 years in client-facing roles and insurance experience preferred.

Qualifications

• Minimum 2 years in a client service or client-facing role.
• Experience in the insurance or financial services industry is preferred.
• Ability to communicate clearly and handle multiple channels (phone, email, chat).
• Know-how of regulatory compliance (FAIS, TCF, POPIA) is desirable.

Responsibilities

• Provide professional, efficient, and customer-focused service across all client interactions.
• Handle inbound and outbound inquiries relating to policies, premiums, benefits, amendments, and servicing requests.
• Process policy amendments accurately and within service levels.
• Resolve customer queries and complaints promptly while adhering to policies and regulations.
• Educate clients on products, benefits, and processes to ensure understanding of cover.
• Maintain accurate customer records on CRM and policy systems.
• Monitor cases through to resolution and provide updates as needed.
• Identify opportunities to improve the customer experience and report issues to management.

Skills

Client service

Customer care

Retention

Sales experience

Insurance industry experience

Education

Matric (Essential)

Class of Business (Preferred)

Tools

CRM systems

Policy administration systems

Job description

Red Ember Recruitment (PTY) Ltd | Permanent

Client Service Consultant

Hazelwood, South Africa | Posted on 31/07/2026

Red Ember Recruitment is recruiting for a Client Service Consultant for our client in Pretoria.

Requirements

Minimum Required Qualifications:

• Matric (Essential)
  
• Class of Business (Preferred)
  
• Minimum 2 years Retentions/Client Care/ Sales experience (Insurance experience preferred)
  

Minimum Required Experience:

• At least 2 years of experience in a client service or client-facing role.
  
• Experience in the insurance or financial services industry is preferred.
  

Key Responsibilities:

• Provide professional, efficient, and customer-focused service across all client interactions.
  
• Handle inbound and outbound and different channel customer enquiries relating to policies, premiums, benefits, amendments, and general servicing requests.
  
• Process policy amendments, and other servicing requests accurately and within agreed service levels.
  
• Resolve customer queries and complaints promptly, ensuring a positive customer experience while adhering to company policies and regulatory requirements.
  
• Educate clients on the client's products, policy benefits, and processes to ensure they have a clear understanding of their cover.
  
• Maintain accurate and up-to-date customer records on the CRM and policy administration systems.
  
• Monitor and manage customer cases through to resolution, providing regular updates where required.
  
• Identify opportunities to improve the customer experience and escape recurring issues or process improvements to management.
  
• Ensure all customer interactions comply with FAIS, TCF, POPIA, and all applicable regulatory and company compliance requirements.
  
• Meet individual and team service level agreements (SLAs), quality assurance standards, and productivity targets.
  
• Contribute to a collaborative team environment by sharing knowledge, supporting colleagues, and consistently demonstrating clients' values and commitment to service excellence.