Insurance Client Services Administrator

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

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.