Customer Service Consultant (Insurance)

Recruiter:

Elite Search

Job Ref:

JHB001152/DS

Date posted:

Monday, October 6, 2025

Location:

Johannesburg, South Africa

Salary:

25 000 Monthly

SUMMARY:
Role: Client Servicing Consultant - Insurance
Location: Office based - Roodepoort

A leading SA-based specialist credit insurance solutions provider is looking for a professional Customer Servicing Consultant to join their vibrant team. They have an international network, delivering globally aligned services in trade credit insurance, credit vetting and credit management and are proud of their supportive, “people-first” culture. They are professional yet not overly corporate, where high-performance teams thrive in a collaborative, growth-oriented environment.
If you are organised, detail-oriented, and passionate about delivering exceptional client service, you might be a good fit for this Client Servicing Consultant role. You will be supporting their Senior Advisors in managing trade credit insurance clients, where you’ll ensure smooth day-to-day administration, assist with client renewals, manage policy documentation, and follow up proactively with both clients and insurers.

POSITION INFO:
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.

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