Client Service Advisor – Johannesburg, South Africa
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.
- 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.
Qualifications.
- A minimum of Grade 12 or equivalent
- A Bachelors 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 organisational 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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