Client Service Advisor

AON; Johannesburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

A leading insurance company in Johannesburg is hiring a Client Service Advisor to manage client relationships in a hybrid role. The ideal candidate will have 2-5 years of experience in the Short-Term Insurance industry, excellent analytical skills, and a strong commitment to client service. This position offers flexibility and opportunities for professional growth within a diverse workplace.

Benefits

Global Wellbeing Days

Comprehensive benefits package

Flexible working solutions

Qualifications

• Minimum of Grade 12 or equivalent required.
• Registered with FSCA in terms of FAIS Act.
• Registered as a licentiate with IISA required.

Responsibilities

• Primary point of contact for clients.
• Contribute to the entire client life cycle.
• Coordinate new business leads for cross-selling.

Skills

Client relationship management

Analytical skills

Interpersonal skills

Organizational skills

Technical problem-solving

Education

Grade 12 or equivalent

Bachelor’s degree

Tools

MS Word

MS Excel

Job description

Overview

Client Service Advisor

Do you have experience within the Short-Term Insurance industry? Personal Indemnity experience? Read on!

Aon South Africa is hiring a Client Service 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 inclusive, diverse 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 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 programs, 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

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
• 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 MS Word and Excel
• Personal Indemnity Knowledge is preferable

Skills and Attributes

• Advanced analytical, technical and problem-solving skills and abilities
• Ability to communicate effectively
• Good interpersonal and organizational skills
• High work ethics and must have the ability to function effectively under pressure
• Be dependable and respect confidentiality
• Ability to work effectively in and with teams

Experience

• Have a minimum of 2 - 5 years’ experience in a similar or related role
• Personal Indemnity experience is preferable

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 recognize 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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