Client Service Consultant

A leading organization in the Financial Services and Insurance sectors, committed to delivering exceptional customer experiences, is seeking a proactive Client Service Consultant to support its growth and maintain high standards of service excellence in a dynamic environment.

• Provide professional, efficient, and customer-cent ßric service across all customer interactions.

• Assist clients with enquiries relating to policies, benefits, premiums, amendments, and account servicing.

• Manage inbound and outbound customer communications.

• Deliver accurate information and guidance on available products and services.

• Process policy amendments and servicing requests accurately within set standards.

• Maintain precise customer records on CRM and policy administration systems.

• Monitor customer cases through to resolution and provide timely updates.

• Investigate and resolve customer queries and complaints professionally.

• Deliver solutions that enhance the customer experience while adhering to company procedures.

• Identify recurring customer concerns and elevate opportunities for improvement.

• Build trust through effective communication and problem-solving.

• Ensure all interactions comply with relevant legislation, regulations, and internal policies.

• Adhere to SLAs, quality standards, and productivity targets.

• Maintain confidentiality and professionalism when handling sensitive information.

• Support a culture of compliance and customer fairness.

• Collaborate with colleagues and internal teams to resolve customer matters efficiently.

• Share knowledge and contribute to service improvement initiatives.

• Support a positive, customer-focused team environment.

• Matric / Grade 12.

• RE5 Qualification.

• Relevant FAIS-compliant qualification.

• Experience working with CRM systems and customer service environments.

• Strong customer-service and communication skills.

• Proficiency in Microsoft Office.

• RPE knowledge.

• Ability to multitask effectively.

• Teamwork orientation.

• Experience in the Financial Services or Insurance industries.

• Competitive salary ranging from R180,000 to R400,000 per year (Cost to Company), negotiable.