Client Services Representative

  • Full Time
  • Lusaka

Turtle Insurance Brokers

Turtle Insurance Brokers, established in 2016, is one of Zambia’s leading independent insurance brokers focusing on consultancy services in insurance broking and risk management. For more information, see turtleinsurance.net

The company seeks to fill the following position:

Position: Client Services Representative

Department: Client Services

Job Outline

We are seeking an organized and driven individual to join our Client Services Team. The successful candidate will uphold high service standards, handling a group of clients and their ever-evolving insurance-needs. They would serve as the key link that communicates flawlessly between clients and internal teams. The role holds the responsibilities of client visits, effective communication, client retention, renewal processing, reminders for premium payments and claim documents, and explaining quotations and policies.

Key Responsibilities

  • Engage clients for renewals and ensure completion before policy expiry
  • Agree payment terms and ensure payment plans are signed before confirmation of cover
  • Deliver hard copy policy documents and explain policy details
  • Collect premiums as per agreed payment plan
  • Attend to clients’ insurance needs post placement
  • Attend to client queries and update KYC forms/client dashboards regularly
  • Conduct regular client visits to review services and any pending claims • Work seamlessly with all internal teams to uphold client satisfaction

Requirements

  • Working practical insurance knowledge
  • Efficient communicator
  • Ability to build and maintain relationships with clientsCommercial awareness
  • Proficiency with CRM/MS-Office software
  • Email and documentation discipline

Interested candidates should send their CV and a cover letter to recruitment@turtleinsurance.net

Closing date for applications: 20th May 2026

TURTLE INSURANCE BROKERS LTD Plot No. 6, Lubuto Road, Khodes Park, Lusaka, Zambia.

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