Client Service Consultant

Aon; Cape Town; Hybrid; ZAR 300,000 - 400,000; Full time

Job summary

A leading company in the insurance industry is looking for a Client Services Consultant in Cape Town. This hybrid role involves being the primary contact for clients, ensuring efficient service delivery, policy management, and client retention, while offering career and growth opportunities in a supportive atmosphere.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Inclusive workforce initiatives

Qualifications

• Grade 12, relevant degree, and registration requirements specified.
• 3 years of experience in a related role preferred.
• Sophisticated knowledge of MS Word and Excel expected.

Responsibilities

• Manage client servicing activities ensuring compliance and quality.
• Make outbound calls to retain clients and process new business.
• Oversee policy renewals and handle processing of claims notifications.

Skills

Problem-solving

Interpersonal relationships

Communication

Teamwork

Education

Grade 12 (Matric)

Relevant bachelor's degree

Registration as a representative with FSCA

Licentiate with IISA (or studying toward it)

Tools

MS Word

MS Excel

Job description

Client Services Consultant

Do you have client servicing experience within the Short-Term Insurance Industry? Looking to further your career? We are hiring!

Aon South Africa is hiring a Client Service Consultant; this is a hybrid role with the flexibility to work both virtually and from our Cape Town office.

The role of the client service consultant, as the primary point of contact with clients, is to provide fast and efficient services to the affinity and broker clients in order to ensure client satisfaction, business retention and financial growth. The role would include a portion of the issuing of New Business Policies.

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 team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Works with private broker to ensure high quality, efficient and compliant delivery of all clients servicing administrative/transactional activities.
• Loads unpaid policy information on the system.
• Responsible for making outbound telephone calls in order to retain clients.
• Responsible for administration of ACB reports.
• Responsible for processing refunds.
• Responsible for message center Administration, specifically in terms of receiving and distributing real-time messages.
• Responsible for ad hoc loading of new business.
• Responsible for preparation of renewal of policies and relevant debit/credit notes.
• Responsible for processing post claims notifications.
• Involvement in ad hoc projects and reports as required.
• Responsible for adhering to minimum quality and service standards.
• Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.
• Responsible for a portion of New Business.

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 excellent outcomes for our clients, while providing the optimal environment for the career and personal growth of our colleagues.

Skills and experience that will lead to success

Qualifications.

• Grade 12. (Matric).
• A relevant bachelor’s degree.
• Registration as a representative with the FSCA in terms of the FAIS ACT.
• Registration as a licentiate with the IISA. (Or studying toward a licentiate).

Knowledge.

• Sophisticated knowledge of MS Word and Excel.
• Advanced knowledge of policy wordings.

Skills and Attributes.

• Well-developed team functioning skills.
• Good interpersonal relationships.
• Advanced analytical, technical and problem-solving skills.
• Well-developed communication skills.
• Well-developed ability to work in and with teams.

Experience.

• A minimum of 1 to 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 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, [e-mail]

Aon South Africa is rated a level 1 contributor to the BBBEE.

#LI-AO1 2563746

Client Services Consultant

Do you have client servicing experience within the Short-Term Insurance Industry? Looking to further your career? We are hiring!

Aon South Africa is hiring a Client Service Consultant; this is a hybrid role with the flexibility to work both virtually and from our Cape Town office.

The role of the client service consultant, as the primary point of contact with clients, is to provide fast and efficient services to the affinity and broker clients in order to ensure client satisfaction, business retention and financial growth. The role would include a portion of the issuing of New Business Policies.

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 team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Works with private broker to ensure high quality, efficient and compliant delivery of all clients servicing administrative/transactional activities.
• Loads unpaid policy information on the system.
• Responsible for making outbound telephone calls in order to retain clients.
• Responsible for administration of ACB reports.
• Responsible for processing refunds.
• Responsible for message center Administration, specifically in terms of receiving and distributing real-time messages.
• Responsible for ad hoc loading of new business.
• Responsible for preparation of renewal of policies and relevant debit/credit notes.
• Responsible for processing post claims notifications.
• Involvement in ad hoc projects and reports as required.
• Responsible for adhering to minimum quality and service standards.
• Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.
• Responsible for a portion of New Business.

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 excellent outcomes for our clients, while providing the optimal environment for the career and personal growth of our colleagues.

Skills and experience that will lead to success

Qualifications.

• Grade 12. (Matric).
• A relevant bachelor’s degree.
• Registration as a representative with the FSCA in terms of the FAIS ACT.
• Registration as a licentiate with the IISA. (Or studying toward a licentiate).

Knowledge.

• Sophisticated knowledge of MS Word and Excel.
• Advanced knowledge of policy wordings.

Skills and Attributes.

• Well-developed team functioning skills.
• Good interpersonal relationships.
• Advanced analytical, technical and problem-solving skills.
• Well-developed communication skills.
• Well-developed ability to work in and with teams.

Experience.

• A minimum of 1 to 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 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, [e-mail]

Aon South Africa is rated a level 1 contributor to the BBBEE.

#LI-AO1