Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants

• Health servicing
  • Submitting applications
  • Servicing the sales consultant’s clients
• Wealth servicing
  • Submitting applications
  • Servicing the sales consultant’s clients
• Short term servicing
  • Submitting applications
  • Servicing the sales consultant’s clients
• KPI’s to be determined on a quarterly basis at the discretion of management
• Meetings and interactions are required as needed by management
• Fill out applications
• Assist with medical questionnaires
• Use Zoho to submit applications to admin
• Follow up and report on the statuses of the submitted applications
• Managing a diary and setting appointments, tasks, and follow ups
• Assisting current clients with queries

Main Purpose:

Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants

Key performance areas:

Health servicing
Submitting applications
Servicing the sales consultant’s clients
Wealth servicing
Submitting applications
Servicing the sales consultant’s clients
Short term servicing
Submitting applications
Servicing the sales consultant’s clients
KPI’s to be determined on a quarterly basis at the discretion of management
Meetings and interactions are required as needed by management
Fill out applications
Assist with medical questionnaires
Use Zoho to submit applications to admin
Follow up and report on the statuses of the submitted applications
Managing a diary and setting appointments, tasks, and follow ups
Assisting current clients with queries

Minimum Requirements:
Certificate Grade 12 (Matric) or equivalent
Communication (verbal and written)
Knowledge of relevant products
Time Management
Analytical Thinking
Understand compliance in the FSCA
Building relationship with clients
Continuous development (Including improving operations)
Assertiveness
Persuasiveness
Innovation / Initiative
Teamwork and cooperation
Ability to work under pressure
Self-leadership
Change management
Listening, interpretation, and communication
Information relay
Microsoft Office
Microsoft Teams
One Drive
Zoho Desk
Zoho CRM
Zoho Sign
Linkus
Integrity
Accountability
Embracing diversity
Results driven
Excellence
Care

Job Advert: Client Servicing Consultant (Administration)
Location: Centurion

Job Overview
We are looking for a Client Servicing Consultant (Administration) to join our team. The ideal candidate will be responsible for assisting clients, supporting our consultants, and managing all administrative tasks across our Health, Wealth, and Short-Term insurance services.

Key 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

Minimum Requirements:
• 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

Personal Attributes:
• Client-focused and service-driven
• Assertive, reliable, and accountable
• Strong teamwork and relationship-building skills
• Innovative and willing to learn
• High level of integrity and professionalism

Please send your CV and latest payslip to *****@*****.co.za