Johannesburg: Customer Service Consultant (Insurance) posted by Elite Search

• 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 (B2B), banking (B2B), or financial services administration (B2B)
• 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.