Job Description
Private Client Services Consultant
Do you have experience in handling a portfolio of clients? Looking to advance in your career? Read on!
Aon South Africa is looking for a Private Client Services Consultant, this is a hybrid role with the flexibility to work both virtually and from our Cape Town office.
The role of the private client service consultant, as the primary point of contact with clients, is to manage and grow and administer a portfolio of high net worth clients in line with the MOS and company growth strategies.
Private Client Services Consultant - Cape Town, South Africa
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one engaged team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
- Determine and understand the needs of high net worth individuals in respect of short-term insurance.
- Building and maintaining relationships with the existing client base.
- Building and maintaining relationships with new clients as they are allocated to the portfolio.
- Maintaining extensive client servicing via frequent client contact.
- Maintenance of comprehensive servicing of client policies, including, renewals, general endorsements, premium queries, premium collections, rejections in line with the MOS and underwriting criteria.
- Providing professional and accurate advice with regards to cover needs, policy conditions and exclusions where necessary.
- Upsell Homeowners cover to combined portfolios.
- Growing revenue on existing business.
- Retention of existing client base.
- Negotiating cover and rates with insurers on behalf of clients.
- Ensuring that allocated portfolio runs profitably by adhering strictly to the underwriting criteria.
- Claims liaison including assisting clients with first notification of loss.
- Liaising and developing relationships with colleagues across the business and other key role players in the High Net worth environment.
- Responsible for compliant dealings with clients.
- Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.
Skills and experience that will lead to success
Qualifications.
- Grade 12. (Matric).
- A relevant bachelors degree.
- A relevant tertiary insurance related qualification.
- Registration as a representative with the FSCA in terms of the FAIS ACT.
Knowledge.
- Sophisticated knowledge and understanding of all aspects of personal insurance.
- Knowledge of market trends within the insurance industry.
- Knowledge of competitor products.
- Advanced knowledge of MS Word and Excel.
Skills and Attributes.
- Well-developed team functioning skills.
- Good interpersonal relationships.
- Sophisticated analytical, technical and problem-solving skills.
- Well-developed decision-making skills.
- Well-developed ability to work in and with teams.
Experience.
- A minimum of 2 to 5 years experience in a similar or related role.
- Experience in dealing with high net worth clients will be preferred.
Core Responsibilities
- Develop and implement a comprehensive customer success strategy aligned with company objectives.
- Lead, mentor, and inspire a team of Customer Success Managers to achieve their goals.
- Monitor customer health, identify churn risks, and proactively implement retention strategies.
- Drive expansion opportunities within the existing customer base through effective account management.
- Collaborate with Sales, Product, and Marketing teams to ensure a seamless customer journey.
- Establish and track key performance indicators (KPIs) for the customer success function.
- Gather customer feedback and provide insights to inform product development and service improvements.
- Manage relationships with enterprise-level clients, acting as a trusted advisor.
Requirements
- Bachelor's degree in Business Administration, Marketing, or a related field.
- Minimum of 8 years of experience in customer success, account management, or a related client-facing role.
- Proven experience in a leadership or management position, with a track record of building and developing high-performing teams.
- Exceptional communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving abilities.
- Experience with CRM software (e.g., Salesforce) and customer success platforms.
- Deep understanding of SaaS business models and customer lifecycle management.
- Demonstrated ability to manage complex client relationships and navigate challenging situations.
- Strategic thinker with a proactive and results-driven approach.
- Proficiency in English; knowledge of other South African languages is a plus.
Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health and wellness benefits package.
- Opportunities for professional development and career advancement.
- A dynamic and collaborative work environment.
- Chance to work with cutting-edge technology and industry leaders.
- Relocation assistance may be provided for exceptional candidates.
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