Client service advisor

AON; Gqeberha; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company is seeking a Client Services Advisor to support its clients effectively. The role involves managing policy inquiries and renewals while ensuring high-quality service. Candidates should have relevant insurance qualifications and experience. This position offers flexible working arrangements in a collaborative team environment.

Benefits

Global Wellbeing Days

Comprehensive benefits package

Flexible working styles

Qualifications

• Minimum 3 years' experience in a similar role.
• Must be registered with FSCA.
• Excellent knowledge of policy wordings.

Responsibilities

• Primary point of contact for clients.
• Manage renewals, endorsements, and cancellations.
• Collate client information and negotiate terms.

Skills

Analytical skills

Communication

Interpersonal skills

Problem-solving

Education

Grade 12 or equivalent

NQF Level 5 (Licentiate) in Insurance

RE5 Regulatory Certificate

Tools

Microsoft 365

Job description

Client Services Advisor

Do you have an insurance qualification? Do you have excellent knowledge of policy wordings? Read on!

Aon South Africa is hiring a Claims Service Advisor, this is a hybrid role with the flexibility to work both virtually and from our Port Elizabeth Office.

The role of the Client Service Advisor is to work closely with Client Managers/ Account Executives to retain and service existing and prospective clients.

Aon is in the business of better decisions

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 inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

As a Client Service Advisor, your responsibilities will include:

• Responsible for being the primary point of contact for clients.
• Contribute to and provide input into the entire client life cycle, including renewals, endorsements and/or cancellation of policies.
• Work with New Business Development Executives to generate and co-ordinate new business leads and assist with converting them into opportunities on Aon Connect.
• Enable cross-selling opportunities (Delivering Aon United (DAU).
• Work with Client Managers to ensure high quality, efficient and compliant delivery of all clients servicing administrative/transactional activities.
• Provide clients with renewal notices.
• Prepare Renewal Questionnaires’ (Needs Analysis) for clients and Broking Notes, Quotation Slips and Placing Slips for the Market.
• Prepare renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers.
• Collate client information and negotiate terms with the market.
• Attend and contribute to internal and external client meetings.
• Manage credit control as per credit control targets.
• Responsible for assisting Client Manager with administering the Water Loss Outsource Agreement (Underwriting and claims).
  
  

How This Opportunity Is Different

Our new colleague will be working alongside an experienced team of colleagues with backgrounds, ranging from account management, broking, claims advocacy, risk engineering and specialty brokers to bring the best of Aon to our clients. Joining a global organization also comes with opportunities for advancements, cross-training, involvement on local, national, and global projects and the ability to participate and drive innovative projects and solutions across all solution and product lines.

Qualifications.

Skills and experience that will lead to success

• A minimum of Grade 12 or equivalent
• Minimum NQF level 5 (Licentiate) mandatory or NQF 6 (Associate) (Insurance Qualification) will be advantageous.
• Must be registered as a representative with the FSCA in terms of the FAIS Act
• RE5 Regulatory Certificate
  
  

Knowledge.

• Excellent knowledge of policy wordings
• A comprehensive knowledge of the South African and international short-term insurance markets will be advantageous.
• An in-depth strategic knowledge of industry and business strategies and company goals will be advantageous.
• Computer literacy with advanced know-how in Microsoft 365.
  
  

Skills And Attributes.

• Advanced analytical, technical, and problem-solving skills and abilities.
• Ability to communicate successfully.
• Good interpersonal and organizational skills.
• Ability to work efficiently in and with teams (team player).
  
  

Experience.

• Have a minimum of 3 years’ experience in a similar or related role.
  
  

How We Support Our Colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail]

Aon South Africa is rated a Level 1 Contributor to BBBEE.

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