Customer Service Representative - Insurance

Placements24; Gqeberha; Hybrid; ZAR 83,000 - 165,000; Full time

Benefits offered by this job

Hybrid work arrangement

Medical aid contributions

Retirement fund contributions

Training in insurance products

Supportive team culture

Job summary

Placements24 is seeking a friendly Customer Service Representative to join the Port Elizabeth team. You will be the first contact for clients, offering information on insurance policies and guiding them through policy processes to ensure satisfaction and retention.

The role emphasizes handling inquiries, resolving issues, and maintaining clear CRM records in a dynamic office with remote work flexibility. Prior insurance/financial services experience is preferred.

Qualifications

• Experience in a customer service role, preferably in insurance or financial services.
• Excellent communication, listening, and problem-solving skills.
• Proficiency in using computer systems and CRM software.
• Ability to stay calm and professional under pressure.
• Strong organizational skills and attention to detail.
• Positive attitude and a genuine desire to help customers.

Responsibilities

• Respond to customer inquiries via phone, email, and chat.
• Provide accurate information about policies, coverage, and billing.
• Assist customers with policy changes, claims initiation, and general inquiries.
• Document all interactions in the CRM accurately.
• Identify needs and escalate complex issues to the appropriate department.
• Strive to resolve issues on first contact where possible.

Skills

Customer service

Communication

Problem-solving

Attention to detail

Calm under pressure

Positive attitude

Teamwork

Tools

CRM software

Computer systems

Job description

About the Role

Our client seeks a friendly and efficient Customer Service Representative to join their team in Port Elizabeth . You will be the first point of contact for clients, providing support and information regarding their insurance policies. This role is crucial in building strong customer relationships and ensuring a positive experience with the company. You will handle inquiries, resolve issues, and guide customers through policy-related processes, contributing to client retention and satisfaction in a dynamic office environment with remote work flexibility.

Key Responsibilities

• Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
• Provide accurate information about insurance policies, coverage, and billing.
• Assist customers with policy changes, claims initiation, and general account inquiries.
• Document all customer interactions and transactions accurately in the CRM system.
• Identify customer needs and escalates complex issues to appropriate departments or supervisors.
• Strive to resolve customer issues on the first contact whenever possible.

Requirements

• Previous experience in a customer service role, preferably within the insurance or financial services sector.
• Excellent communication, listening, and problem-solving skills.
• Proficiency in using computer systems and CRM software.
• Ability to remain calm and professional under pressure.
• Strong organizational skills and attention to detail.
• A positive attitude and a genuine desire to help customers.

Benefits

• Competitive hourly wage and potential for performance bonuses.
• A hybrid work arrangement offering a mix of office-based and remote work.
• Medical aid and retirement fund contributions.
• Opportunities for further training in insurance products and customer service excellence.
• A supportive team culture that values customer satisfaction.