Insurance Client Relations Specialist | Elevate Customer Care

Placements24; Randburg; On-site; ZAR 240,000 - 420,000; Full time

Benefits offered by this job

Medical aid

Life insurance

Retirement savings plan

Training & development

Staff discounts

Wellness programs

Job summary

Placements24 in Randburg, South Africa, seeks an experienced Customer Relations Officer to manage client relationships within an insurance context. You will address inquiries, advise on insurance products, and resolve complex issues with empathy and professionalism.

Role requires strong communication, CRM skills, and the ability to de-escalate challenging conversations while maintaining accurate client records. The position offers a stable environment with opportunities for development.

Qualifications

• Experience in a customer-facing role in insurance/financial services.
• Excellent communication and negotiation skills.
• CRM proficiency and use of business applications.
• Ability to de-escalate difficult conversations.
• Detail-oriented with accurate record-keeping.
• Ability to work independently and in a team.
• Professional demeanor and strong work ethic.

Responsibilities

• Serve as primary contact for clients regarding policies, claims, and services.
• Resolve complex customer issues and escalate when needed.
• Build and maintain long-lasting client relationships through proactive communication.
• Provide expert advice on insurance products and services.
• Process policy changes and claims updates accurately.
• Conduct client needs assessments to ensure adequate coverage.
• Collaborate with internal departments to ensure seamless service delivery.
• Maintain detailed client records in the CRM system.
• Identify opportunities to improve customer service processes and engagement.
• Represent the company professionally in all client interactions.

Skills

Customer service

Interpersonal communication

CRM proficiency

Problem resolution

Policy & claims guidance

De-escalation skills

Time management

Education

Industry certifications (insurance/financial services)

Tools

CRM software

Job description

Placements24 in Randburg, South Africa, seeks an experienced Customer Relations Officer to manage client relationships within an insurance context. You will address inquiries, advise on insurance products, and resolve complex issues with empathy and professionalism.

Role requires strong communication, CRM skills, and the ability to de-escalate challenging conversations while maintaining accurate client records. The position offers a stable environment with opportunities for development.