Finance Consultant – Insurance Industry

Key Requirements

• Fluent in English, Afrikaans, and Xhosa to assist clients in their preferred language.
• Ability to travel to Lilyfontein (±20km from city centre; all tar roads).
• Comfortable working office hours: 08:00am – 16:00pm.

Responsibilities

• Provide telephonic client service and support in English, Afrikaans, and Xhosa.
• Assist clients with insurance-related queries, applications, and policy information.
• Capture and update client information accurately on internal systems.
• Follow up on outstanding client requests and documentation.
• Prioritise daily tasks to maintain efficient workflow.
• Handle client concerns professionally in a fast-paced environment.
• Meet service and turnaround time targets.
• Liaise with internal departments to resolve client issues.
• Maintain accurate records and filing of client interactions.
• Adhere to company processes, compliance, and confidentiality requirements.

Skills

• Able to work effectively in a high-pressure environment.
• Strong task prioritisation and workflow management skills.
• Excellent people and communication skills (client servicing is primarily telephonic).