Personal Portfolio Consultant / Client Services
Full-time
Badger Holdings
Personal Portfolio Consultant / Client Services
African Independent Brokers (AIB)
Location: Springs, Gauteng | On-site
Help people feel confident, supported, and valued — every step of their insurance journey.
About the role
As a Personal Portfolio Consultant, you’ll be the voice clients trust when they join, renew, or need support with their policies. This is more than a call centre role, it’s about building real relationships, creating positive customer experiences, and helping clients make informed decisions that protect what matters most to them.
You’ll connect with clients telephonically throughout their journey, from welcoming new policyholders and guiding annual renewals to resolving queries and retaining valuable relationships. Your ability to listen, communicate clearly, and find solutions will directly contribute to client satisfaction, retention, and business growth.
If you enjoy working with people, thrive in a fast-paced environment, and take pride in delivering exceptional service, this could be the opportunity for you.
What you’ll be doing
- Welcoming new policyholders and explaining their cover in a clear, professional way
- Assisting clients with annual policy renewals and updates
- Supporting retention efforts by understanding client concerns and offering suitable solutions
- Handling internal and external queries efficiently and professionally
- Building long-term relationships through personalised customer service
- Updating and maintaining accurate client records and system information
- Ensuring compliance with company policies, procedures, and regulatory requirements
Vacancy posted a month ago
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