Client Service Consultant

redember-recruitment; Pretoria; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Red Ember Recruitment is recruiting a Client Service Consultant for our client in Pretoria. You will provide professional, customer-focused service across all client interactions and handle enquiries relating to policies, premiums, and servicing requests.

Ideal candidates have FAIS compliance and at least 2 years in client service or sales within insurance or financial services. You will ensure accuracy, maintain records, and meet SLAs.

Qualifications

• Matric is essential and RE5 qualification is required.
• FAIS-compliant or relevant qualification is required.
• Class of Business is preferred for candidates.
• Minimum 2 years in retention, client care or sales in insurance is preferred.

Responsibilities

• Provide professional, efficient, customer-focused service across all client interactions.
• Handle inbound and outbound enquiries relating to policies, premiums, benefits, amendments, and servicing requests.
• Process policy amendments and servicing requests accurately within agreed service levels.
• Resolve queries and complaints promptly, ensuring a positive customer experience and compliance.
• Educate clients on products, policy benefits, and processes to ensure understanding of cover.

Skills

Client service experience

Sales experience

Retention / client care

Regulatory awareness

Education

Matric

RE5 Qualification

FAIS-compliant (relevant qualification)

Class of Business (preferred)

Job description

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

Requirements

Minimum Required Qualifications: Matric (Essential) RE5 Qualification (Essential) FAIS-compliant (Relevant qualification) 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 elevate 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.