Customer Service Consultant

2 weeks ago

Johannesburg, South Africa Elite Search Full time

The role Support Senior Advisors with client renewals, reports, and presentations Manage daily administrative tasks and client communications Assist with credit limit applications, claims, and policy updates Maintain accurate client records and monitor compliance Track renewals, overdue debts, and risk concerns Prepare reports and trackers for management review Requirements Matric (Grade 12) required; tertiary qualification in Business, Finance, or Insurance advantageous 2 - 3 years experience in insurance (commercial), banking (commercial), or financial services administration (commercial) Strong organisational skills, attention to detail, and ability to manage multiple priorities Excellent communication and client service skills Comfortable with data, documents, reporting, and CRM systems Exposure to trade credit or commercial insurance is a plus (training provided) FAIS compliance or willingness to complete within a set timeframe If you are wanting to work in a supportive, collaborative, and growth-oriented environment where you can gain hands-on exposure to trade credit insurance products and client management, then this role is for you You will have a clear career path with potential to grow into an Advisor role and be part of a professional yet approachable team that values people first. #J-18808-Ljbffr

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