Client Service Advisor

Aon plc; Johannesburg; Hybrid; ZAR 300,000 - 420,000; Full time

Job summary

Aon South Africa is hiring a Client Services Advisor to join our Sandton team on a hybrid basis, combining virtual work with time in the office. The role focuses on servicing existing and prospective clients and coordinating with the Client Manager to ensure timely, accurate, and compliant service delivery.

You will manage renewals, endorsements, and cancellations, prepare renewal forms and quotes, and communicate with insurers on discounts.

Qualifications

• Grade 12 or equivalent.
• Bachelor's degree preferred but not required.
• FSCA FAIS Act representative registration is required.
• IISA licentiate registration required.

Responsibilities

• Be the primary point of contact for clients.
• Manage renewals, endorsements and cancellations.
• Collaborate with Client Manager/Strategic Account Manager to generate cross‑selling leads.
• Ensure high-quality, compliant delivery of client servicing activities.
• Provide renewal notices and prepare renewal instructions, quotes and forms.
• Communicate discounts to insurers as requested by clients.
• Support the day-to-day management of clients' risk and insurance programmes.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Organizational skills

Teamwork

Education

Grade 12

Bachelor's degree (preferable)

FSCA FAIS registration

IISA licentiate registration

Tools

Microsoft Office

Job description

Client Services Advisor

Do you have experience within the Short-Term Insurance industry? Are you looking for a career shift? Read on!

Aon South Africa is hiring a Client Services Advisor, this is a hybrid role with the flexibility to work both virtually and from our Sandton office.

The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager 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 engaged team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Responsible for being the primary point of contact for clients.
• Contributes to and provides input into the entire client life-cycle, including but not limited to renewals, endorsements and/or cancellations.
• Works with Client Manager or Strategic Account Manager to generate and co-ordinate internal new business leads to enable the cross-selling strategy.
• Works with Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activities.
• Provides clients with renewal notices and reminders.
• Prepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers.
• Communicates with insurers on any discounts, following requests from clients.
• Manages and facilitates the cancellation process and creates the necessary documentation.
• Fulfils the primary point of contact for clients providing services and resolving queries.
• Assists in the day to day running of clients' risk and insurance programmes, producing and checking documentation where required.
• Liaises with the outsource supplier to pass on appropriate work and ensure standards are met (where outsource partner exists).
• Contributes to all client planning meetings and attends and contributes to internal and external client meetings.
• Responsible for credit control.
• Work within binder mandates and requirements as applicable

Skills and experience that will lead to success

Qualifications.

• A minimum of Grade 12 or equivalent
• A Bachelor’s degree is preferable
• Must be registered as a representative with the FSCA in terms of the FAIS Act
• Must be registered as a licentiate with the IISA

Knowledge.

• Good knowledge and understanding of Professional Indemnity.
• Must be able to articulate and understand 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.

Skills and Attributes.

• Advanced analytical, technical and problem-solving skills and abilities
• Ability to communicate effectively with all stakeholders.
• Good interpersonal and organizational skills.
• Ability to work effectively in and with teams.

Experience.

• Have a minimum of 2 - 3 years' experience in a similar or related role.

#LI-AO1