Client Service Advisor

Aon Corporation; Johannesburg; Hybrid; ZAR 260,000 - 380,000; Full time

Job summary

Aon South Africa is hiring a Client Services Advisor in a hybrid role with flexibility to work virtually and from our Sandton office. You will closely support Client Managers to retain and service existing and prospective clients in the short-term insurance space.

The role involves renewals, endorsements, cancellations, and cross-selling support, with emphasis on compliant and high-quality client servicing documentation.

Qualifications

• 2–3 years in a similar role, insurance knowledge advantageous.
• Experience in short-term insurance preferred.
• Must be registered as FAIS Act representative with FSCA and IISA licentiate is a plus.
• Strong client servicing and renewals knowledge.
• Ability to manage risk and compliance documents.

Responsibilities

• Primary point of contact for clients.
• Contributes to renewals, endorsements and/or cancellations within the client lifecycle.
• Work with Client Manager to generate internal new business leads for cross-selling.
• Ensure high quality, compliant delivery of client servicing activities.
• Provide renewal notices and reminders.
• Prepare renewal instructions, quotes, closing instructions and proposal forms.
• Communicate discounts with insurers.
• Manage cancellations and document creation.
• Assist in day-to-day running of clients’ risk and insurance programs.
• Liaise with outsource partner to pass on work and ensure standards.
• Contribute to client planning meetings and meetings.
• Responsible for credit control.
• Work within binder mandates and requirements as applicable.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Teamwork

Problem solving

Education

Grade 12 or equivalent

Bachelor’s degree (preferred)

FSCA FAIS Act representative registration

IISA licentiate registration

Tools

Microsoft Office

Job description

Posting 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.

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