Client Service Advisor

Aon Corporation; Johannesburg; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance firm in Johannesburg is looking for a Client Service Advisor to manage client relationships in their Commercial department. This hybrid role involves interacting with clients, handling renewals, and collaborating with internal teams to ensure efficient service delivery. Ideal candidates should have a minimum of 2-3 years' experience in the short-term insurance industry and relevant qualifications. The company fosters a supportive culture that prioritizes employee wellbeing and professional growth.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Inclusive workforce

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

Responsibilities

• Act as primary point of contact for clients.
• Contribute to the entire client life cycle.
• Generate and coordinate internal new business leads.
• Communicate with insurers regarding client requests.
• Prepare renewal documents and quotes.

Skills

Policy wordings knowledge

Analytical skills

Technical skills

Interpersonal skills

Education

Grade 12 or equivalent

Bachelor's degree

FSCA representative registration

IISA licentiate registration

Tools

MS Word

Excel

Job description

Client Service Advisor

Do you have experience working within the Short-Term Insurance industry? Are you an experienced commercial insurance professional? Read on!

Aon South Africa is recruiting a Client Service Advisor in our Commercial department based, on a hybrid basis, 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.
• Works with New Business Development Executive 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 clients 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 vital 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 programs, producing 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 makes Aon different are the people and the culture. Aon colleagues support each other, across geographies and solution lines. Aon has the tools plus depth and breadth of experience to drive great outcomes for our clients, while providing the efficient environment for the career and personal growth of our colleagues.

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.

• 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 sophisticated know-how in MS Word and Excel.

Skills and Attributes.

• Advanced analytical, technical and problem-solving skills and abilities
• Ability to communicate optimally
• 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

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

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 and inclusive 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 are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [e-mail] or your recruiter.

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