Customer Service Consultant (Insurance)

Elite Search; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment firm is seeking an Administrative Support role in Johannesburg, South Africa. You will assist Senior Advisors with client renewals and reports, manage administrative tasks, and maintain client records. Ideal candidates have 2 - 3 years of experience in insurance or financial services and strong organizational skills. This role offers growth opportunities within a supportive team focused on career advancement.

Qualifications

• 2 - 3 years experience in insurance, banking, or financial services administration.
• Ability to manage multiple priorities and deadlines.
• FAIS compliance or willingness to complete training.

Responsibilities

• Support Senior Advisors with client renewals and reports.
• Manage daily administrative tasks and client communications.
• Prepare reports and trackers for management review.

Skills

Organisational skills

Attention to detail

Client service

Data handling

Communication skills

Education

Matric (Grade 12)

Tertiary qualification in Business, Finance, or Insurance

Tools

CRM systems

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
• Exposure to trade credit or commercial insurance is a plus (training provided)
• FAIS compliance or willingness to complete within a set timeframe

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.