Client Service Advisor

Aon; Johannesburg; Hybrid; ZAR 240,000 - 360,000; Full time

Job summary

Aon South Africa in Sandton is seeking a Client Services Advisor to join our hybrid team and help retain and service existing and prospective clients in the short-term insurance space.

You will work closely with the Client Manager to handle renewals, endorsements and cancellations, coordinate new business leads, and ensure accurate, compliant servicing documentation.

Qualifications

• Minimum of Grade 12 or equivalent.
• Bachelor's degree preferred.
• Must be FSCA representative under FAIS Act.
• Must be licentiate with IISA.

Responsibilities

• Primary contact for clients.
• Support renewals, endorsements and cancellations.
• Coordinate internal new business leads for cross selling.
• Ensure high-quality, compliant client servicing documentation.
• Provide renewal notices and reminders.
• Communicate with insurers on discounts.
• Manage cancellation process and related documentation.
• Credit control responsibilities.

Skills

Customer service

Communication

Analytical skills

MS Excel

MS Word

Education

Grade 12

Bachelor's degree

Tools

MS Excel

MS Word

Job description

Client Services Advisor

Ready to further your career within the short term insurance industry? Want a hybrid role that blends client impact with flexibility in Sandton? We are hiring!

Ready to further your career within the short term insurance industry? Want a hybrid role that blends client impact with flexibility in Sandton? We are hiring! Aon South Africa is looking to employ a Client Services Advisor, this is a hybrid role with the flexibility to work both virtually and from our head office in Sandton. 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 renewals, endorsements and/or cancellations.
• Support Client 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

How This Opportunity Is Different

What sets this opportunity apart is Aon’s focus on continuous learning, collaboration and development, giving colleagues the support and tools they need to achieve their full potential.

Qualifications.

Skills and experience that will lead to success

• 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.

• Excellent knowledge of policy wordings
• An extensive 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
• Digital literacy with advanced know-how in MS Word and Excel.

Skills And Attributes.

• Sophisticated analytical, technical and problem-solving skills and abilities
• Ability to communicate effectively
• 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

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