Customer Service Representative - Insurance

Placements24; Mossel Bay; On-site; ZAR 180,000 - 260,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive training

Career growth opportunities

Medical aid contribution

Friendly work environment

Job summary

Placements24 is seeking a friendly and professional Customer Service Representative for their Mossel Bay insurance branch. You will be the first point of contact for clients, handling inquiries about policies, claims, and account updates.

You’ll work with a supportive team, communicating in English and Afrikaans, processing policy changes, assisting with renewals, and guiding clients through the early stages of claims. Training and career growth opportunities are provided.

Qualifications

• High school diploma or equivalent qualification.
• Proven experience in a customer service role, preferably within the financial or insurance sector.
• Excellent verbal and written communication skills in English and Afrikaans.
• Strong problem-solving abilities and a customer-centric approach.
• Proficiency in basic computer applications and CRM software.

Responsibilities

• Respond to customer inquiries via phone, email, and in-person regarding insurance policies, coverage, and billing.
• Assist customers with policy changes, updates, and renewals.
• Guide clients through the initial stages of the claims process, providing necessary information and forms.
• Resolve customer complaints and issues effectively and efficiently, escalating when necessary.
• Maintain accurate customer records and update information in the company's CRM system.
• Promote company services and products where appropriate, identifying opportunities for upselling or cross-selling.

Skills

Customer service

Communication

Problem solving

Customer-centric

Education

High school diploma

Tools

CRM software

Job description

Our client is seeking a friendly and professional Customer Service Representative to join their insurance branch in Mossel Bay . You will be the first point of contact for clients, providing exceptional support regarding their insurance policies, claims inquiries, and general account management. Your role is vital in ensuring a positive customer experience and maintaining client loyalty. This position requires excellent communication skills and a patient demeanor, working within a supportive team environment in the beautiful Western Cape .

Key Responsibilities

• Respond to customer inquiries via phone, email, and in-person regarding insurance policies, coverage, and billing.
• Assist customers with policy changes, updates, and renewals.
• Guide clients through the initial stages of the claims process, providing necessary information and forms.
• Resolve customer complaints and issues effectively and efficiently, escalating when necessary.
• Maintain accurate customer records and update information in the company's CRM system.
• Promote company services and products where appropriate, identifying opportunities for upselling or cross-selling.

Requirements

• High school diploma or equivalent qualification.
• Proven experience in a customer service role, preferably within the financial or insurance sector.
• Excellent verbal and written communication skills in English and Afrikaans.
• Strong problem-solving abilities and a customer-centric approach.
• Proficiency in basic computer applications and CRM software.

Benefits

• Competitive entry-level salary with potential for increases based on performance.
• Comprehensive training on insurance products and customer service best practices.
• Opportunities for career growth within the company.
• Medical aid contribution and other standard employee benefits.
• A stable and friendly work environment in Mossel Bay .