Client Service Consultant

Aon Corporation; Johannesburg; Hybrid; ZAR 300,000 - 420,000; Full time

Job summary

Aon South Africa is seeking a Client Service Consultant in our Personal lines department, on a hybrid basis from our Sandton Head Office. You will serve as the primary contact for clients and service them in line with the MOS and growth strategies.

You will manage a client base, provide renewal notices and discussions, explain cover and exclusions, and prepare renewal forms for clients and insurers. You will also support day-to-day risk management and stay informed on market trends.

Qualifications

• Minimum of Grade 12 (Matric) required.
• Regulatory examination qualification essential.
• Relevant insurance qualification required.
• Registration as FSCA representative under FAIS ACT.

Responsibilities

• Manage a client base across products and respond to client inquiries.
• Provide renewal notices and conduct renewal needs analysis discussions with clients.
• Explain policy cover, exclusions and underwriting requirements to clients.
• Prepare renewal instructions, quotes and forms for clients and insurers.
• Maintain MOS quality and service standards; uphold client satisfaction.
• Develop relationships across the business and assist with risk programmes.

Skills

Interpersonal skills

Analytical skills

Decision-making

Teamwork

Education

Grade 12 (Matric)

Regulatory examination qualification

Relevant insurance qualification

FSCA registration (FAIS ACT)

Tools

MS Word

MS Excel

Job description

Client Service Consultant

Are you ready for the next step in your career? Experienced in Personal Lines? Read on!

Aon South Africa is recruiting a Client Service Consultant in our Personal lines department based, on a hybrid basis, from our Head Office in Sandton. The role of the client service consultant is to serve as the primary point of contact for clients and to service those clients in line with the Minimum Operating Standards (MOS) and company growth strategies.

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

Manage a client base of allocated clients across different products

Works with Team Manager to ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activities

Provides clients with renewal notices and reminders and holds renewal needs analysis discussion with clients

Provides professional and accurate advice to clients, including explanations to clients on cover, exclusions, terms and conditions and ensuring clients are advised of any underwriting requirements in terms of the policy.

Prepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers

Manage and facilitate the cancellation process, as well as create necessary documentation

Manage the age analysis for client base and takes the appropriate action to avoid any Professional Indemnity claims

Primary point of contact for clients, providing overall policy services and resolving queries

Assists in the day to day running of clients' risk and insurance programmes, producing and checking documentation where required

Prioritises own work and works autonomously within defined boundaries

Adheres to the minimum Quality and Service Standards laid down by the Division.

Keeps up with market trends within the insurance industry and is aware of competitor products/ offerings.

Responsible for maintaining and improving client satisfaction and retention by using the available platforms.

Responsible for general administrative and ad hoc duties that may be requested from management from time to time. Eg Projects

All work activities to be achieved within MOS

Liaises and develops relationships with colleagues across the business and other key role players in the business.

Responsible for retention interventions and for providing clients with comparative analyses to facilitate informed decisions.

Responsible for engaging in business development including upselling and/or contributing directly or indirectly to all business development efforts in Aon South Africa

How this opportunity is different

At Aon, colleagues are encouraged to bring their authentic selves to work, contribute ideas and work as one inclusive team to help clients make better decisions.

Skills and experience that will lead to success

Qualifications.

• A minimum of grade 12 (Matric) or equivalent
• The Regulatory examination qualification.
• Relevant insurance qualification
• Registration as a representative with the FSCA in terms of the FAIS ACT.

Knowledge.

• Knowledge and understanding of all aspects of personal insurance.
• Knowledge of market trends within the insurance industry.
• Knowledge of competitor products.
• knowledge of MS Word and Excel.

Skills and Attributes.

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

Experience.

• A demonstrated ability in a similar or related role.
• Be diligent and respect confidentiality
• Have a high work ethic and must have the ability to function effectively under pressure
• Be a team player, have the ability to build good relationships, support and actively participate in, and contribute to any team initiatives