Personal Lines Insurance Client Success Specialist

Old Mutual; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in South Africa is seeking a Customer Support Specialist to manage the end-to-end customer experience and provide first line support. Key responsibilities include guiding customers through product offerings, resolving queries in a timely manner, and maintaining high-quality standards. The ideal candidate has at least 2-3 years of experience in the short-term insurance industry and possesses excellent analytical and communication skills. This role ensures customer satisfaction and retention within defined service level agreements.

Qualifications

• 2 – 3 years’ experience in the short-term insurance industry.

Responsibilities

• Manage the end-to-end customer experience for new and existing business.
• Telephonically guide customers through the product offering.
• Handle urgent and complex enquiries received via phone and email.
• Maintain quality assurance standards on all calls.
• Accurately capture all customer data.

Skills

Strong analytical and problem-solving skills

Excellent verbal and written communication skills

Customer service

Consultative selling

Customer complaint management

Customer relationship management (CRM) software

Upselling

Education

Matric

Regulatory Examination (RE)

Minimum NQF Level 4 Short Term Insurance

Relevant Tertiary and/or Insurance Qualification

Job description

A financial services firm in South Africa is seeking a Customer Support Specialist to manage the end-to-end customer experience and provide first line support. Key responsibilities include guiding customers through product offerings, resolving queries in a timely manner, and maintaining high-quality standards. The ideal candidate has at least 2-3 years of experience in the short-term insurance industry and possesses excellent analytical and communication skills. This role ensures customer satisfaction and retention within defined service level agreements.