Client Servicing Consultant (Administration)

JVR Software; Centurion; On-site; ZAR 180,000 - 240,000; Full time

Job summary

AtripleA recruitment & temps is seeking a Client Servicing Consultant (Administration) in Gauteng to support health, wealth, and short-term insurance services. The role involves processing applications, assisting clients, and supporting sales consultants while maintaining compliant administration.

Responsibilities include diary management, handling inquiries, and submitting applications via Zoho Desk/CRM. Strong communication and MS Office proficiency are essential for success.

Qualifications

• Grade 12 (Matric) or equivalent.
• Strong verbal and written communication.
• Good time management and organisational skills.
• Knowledge of financial services products (Health, Wealth, Short-Term).
• Understanding of FSCA compliance.
• Ability to work under pressure and handle multiple tasks.
• Proficient in Microsoft Office, Teams, OneDrive, Zoho Desk/CRM/Sign, and Linkus.

Responsibilities

• Submit applications for Health, Wealth, and Short-Term products.
• Assist clients with enquiries and medical questionnaires.
• Provide support to sales consultants and their clients.
• Capture and submit applications via Zoho.
• Follow up on application statuses and provide updates.
• Manage diaries, appointments, tasks, and follow-ups.
• Attend meetings as required.

Skills

Verbal & written communication

Time management

Organisational skills

Knowledge of financial services

FSCA compliance understanding

Ability to work under pressure

MS Office proficiency

Teams

OneDrive

Zoho Desk/CRM/Sign

Linkus

Education

Matric / Grade 12

Tools

Microsoft Office

Teams

OneDrive

Zoho Desk/CRM/Sign

Linkus

Job description

Employer AtripleA recruitment & temps Location Gauteng Job type Other Administration/PA/Secretary Salary Not specified Posted 25 Oct 2026

Job Overview
We are looking for a Client Servicing Consultant (Administration) to join our team. The ideal candidate will be responsible for assisting clients, supporting our consultants, and managing all administrative tasks across our Health, Wealth, and Short-Term insurance services.

Key Responsibilities

• Submit applications for Health, Wealth, and Short-Term products
• Assist clients with enquiries and medical questionnaires
• Provide support to sales consultants and their clients
• Capture and submit applications via Zoho
• Follow up on application statuses and provide updates
• Manage diaries, appointments, tasks, and follow-ups
• Attend meetings as required

Job Advert: Client Servicing Consultant (Administration)
Location: Centurion

Minimum Requirements

• Grade 12 (Matric) or equivalent
• Strong verbal and written communication
• Good time management and organisational skills
• Knowledge of financial services products (Health, Wealth, Short-Term)
• Understanding of FSCA compliance
• Ability to work under pressure and handle multiple tasks
• Proficient in Microsoft Office, Teams, OneDrive, Zoho Desk/CRM/Sign, and Linkus

Personal Attributes

• Client-focused and service-driven
• Assertive, reliable, and accountable
• Strong teamwork and relationship-building skills
• Innovative and willing to learn
• High level of integrity and professionalism