Careers

CAREERS
BE PART OF THE TEAM
About Us Careers Banner 5

Legal&Tax is continuously looking for dynamic candidates to join the team. Send your CV to careers@legalandtax.co.za and we will get back to you about available career opportunities at Legal&Tax.

Available positions

Claims Handler

We are looking for a Claims Handler who will assist the Claims Department to manage all incoming legal, health and funeral claims in accordance with internal and legislative requirements in the spirit of Treating Customers Fairly. The work of the person who occupies the position needs to align with our sense of purpose and values.

QUALIFICATIONS

  • Claims experience (life & non-life)
  • LLB and admitted attorney.
  • RE5, or willingness to do RE5 exam and relevant supervision in order to become an authorised Representative of the employer in terms of the FAIS legislation.

ROLES AND RESPONSIBILITIES

As Claims Handler you will report to the Head of Claims and Compliance. You core duties shall include but not be limited to:

  • The day-to-day admin in the claims department, updating documentation and assist with policy wording if and where necessary;
  • Oversight of all claims and claims procedures relating to our numerous products; which includes:
    • Oversight of both the approval and rejection process related to our numerous products;
    • Ensure adherence and compliance with all internal rules, regulations, FAIS and legislative requirements as well as that of our Underwriter;
  • Monitoring all activities relating to the recruitment, appointment, liaising, follow up, relevant agreements and payments with Panel Attorneys;
  • Assist with Claim-related complaints and inquiries;
  • Assist with statistics and report compilations on all of our product performance;
  • Assist in constant evolution of the claims system and maintaining proficiency in computerised systems and other technologies as required.
  • Assist with Solace (Business to Business ) clients as and where required.
  • Any additional responsibilities the Claims Supervisor or Head of Claims and Compliance deem important to your department.

APPLICATIONS

Submit applications to jocelyn@legalandtax.co.za with “Application Claims Handler” in the subject line on or before COB Friday 6 June 2025. Please include:

  • Your comprehensive CV and a cover letter.
  • Proof of qualifications and admission.

Junior Call Centre Sales Manager - Cape Town 

The purpose of this role is to drive the growth of the Cape Town Branch by supporting, coaching, and developing new agents into consistent commission earners. The person filling this role will work with the support team and Branch manager to provide operational support and sales leadership, with a strong focus on performance and mentorship.  The successful candidate must demonstrate a strong alignment with our core values and a commitment to upholding them in all aspects of their work.

The ideal candidate will understand what is required to succeed in a high-pressure sales environment and embrace an entrepreneurial mindset, willing to take on a risk-balanced package for high rewards.  They will understand both the metrics and the human side of agent performance.

The successful applicant will report to the Cape Town Branch Manager. 

  1. KEY RESPONSIBILITIES:

    1. Agent Development & Coaching

      1. Provide hands-on coaching and mentorship to new and developing agents to accelerate their path to commission-earning status.

      2. Assist with recruitment and onboarding and accelerate the ramp-up to commission-earning performance.

      3. Monitor agent performance metrics (sales, talk time, conversion rates) and provide regular feedback.

      4. Quality control management to ensure compliance and identify coaching opportunities (sales debits, debit results, FAIS/FICA/POPI/TCF, Callbi)

    2. Sales Performance

      1. Assist the Branch Manager in driving a culture of results, ownership, and accountability.

      2. Work with Team Leaders and the Branch Manager to ensure the team meets daily, weekly, and monthly sales targets.

      3. Motivate and energise the team through leadership and example.

      4. Support the Branch Manager in implementing and managing incentives to motivate and reward performance.

      5. Identify and escalate risks or challenges that may impact team performance.

    3. Operational & Administrative Support

      1. Assist with daily attendance, leave tracking, and HR documentation in collaboration with HR.

      2. Support the Branch Manager in managing workflows, call logs, policy amendments, and compliance-related tasks.

      3. Liaise with IT and other departments to resolve operational issues.

      4. Report to the Branch Manager on the status and progress of team different activities

     

  2. QUALIFICATION AND SKILLS REQUIREMENTS

  • Matric/Grade 12. An NQF level 5 qualification will be an advantage.

  • Minimum 3 (three) years’ experience leading people in a call centre environment. 

  • Track record of personal sales success and/or the ability to lead a team to achieve their targets and improve their performance.

  • Knowledge of the insurance industry and advantage.

  • Lead generation skills and experience.

  • Strong coaching and leadership skills.

  • Strong administrative skills.

     

  1. REMUNERATION

The remuneration package will comprise a basic salary aligned with existing team structures, along with performance-based incentives tied to the achievement of defined growth targets.

 

  1. APPLICATIONS

Submit applications, with a comprehensive and current CV to salesbranchadmin@legalandtax.co.za with “Junior Sales Manager Cape Town” in the subject line on or before 13 June 2025. 

Junior Call Centre Sales Manager - Gqeberha 

The purpose of this role is to drive the growth of the Gqeberha Branch by supporting, coaching, and developing new agents into consistent commission earners. The person filling this role will work with the support team and Branch manager to provide operational support and sales leadership, with a strong focus on performance and mentorship.  The successful candidate must demonstrate a strong alignment with our core values and a commitment to upholding them in all aspects of their work.

The ideal candidate will understand what is required to succeed in a high-pressure sales environment and embrace an entrepreneurial mindset, willing to take on a risk-balanced package for high rewards.  They will understand both the metrics and the human side of agent performance.

The successful applicant will report to the Gqeberha Branch Manager. 

  1. KEY RESPONSIBILITIES:

    1. Agent Development & Coaching

      1. Provide hands-on coaching and mentorship to new and developing agents to accelerate their path to commission-earning status.

      2. Assist with recruitment and onboarding and accelerate the ramp-up to commission-earning performance.

      3. Monitor agent performance metrics (sales, talk time, conversion rates) and provide regular feedback.

      4. Quality control management to ensure compliance and identify coaching opportunities (sales debits, debit results, FAIS/FICA/POPI/TCF, Callbi)

    2. Sales Performance

      1. Assist the Branch Manager in driving a culture of results, ownership, and accountability.

      2. Work with Team Leaders and the Branch Manager to ensure the team meets daily, weekly, and monthly sales targets.

      3. Motivate and energise the team through leadership and example.

      4. Support the Branch Manager in implementing and managing incentives to motivate and reward performance.

      5. Identify and escalate risks or challenges that may impact team performance.

    3. Operational & Administrative Support

      1. Assist with daily attendance, leave tracking, and HR documentation in collaboration with HR.

      2. Support the Branch Manager in managing workflows, call logs, policy amendments, and compliance-related tasks.

      3. Liaise with IT and other departments to resolve operational issues.

      4. Report to the Branch Manager on the status and progress of team different activities

     

  2. QUALIFICATION AND SKILLS REQUIREMENTS

  • Matric/Grade 12. An NQF level 5 qualification will be an advantage.

  • Minimum 3 (three) years’ experience leading people in a call centre environment. 

  • Track record of personal sales success and/or the ability to lead a team to achieve their targets and improve their performance.

  • Knowledge of the insurance industry and advantage.

  • Lead generation skills and experience.

  • Strong coaching and leadership skills.

  • Strong administrative skills.

     

  1. REMUNERATION

The remuneration package will comprise a basic salary aligned with existing team structures, along with performance-based incentives tied to the achievement of defined growth targets.

 

  1. APPLICATIONS

Submit applications, with a comprehensive and current CV to salesbranchadmin@legalandtax.co.za with “Junior Sales Manager Gqeberha” in the subject line on or before 13 June 2025. 

I want cover I need help