Head Of Luxury Rooms & Guest Experience

Hoteljobs; Cape Town; Híbrido; ZAR 350.000 - 550.000; Jornada completa

Descripción de la vacante

Aon South Africa is looking for a Private Client Services Consultant. This hybrid role offers flexibility to work virtually and from the Cape Town office. You will be the primary contact for high net worth clients, tasked with managing and growing a portfolio in line with MOS and company growth strategies.

Responsibilities include understanding client needs, building relationships, servicing policies, providing expert advice on cover, and driving revenue while maintaining profitability.

Formación

• Experience handling a portfolio of high net worth clients.
• Experience in short-term insurance preferred.
• Hybrid role requiring flexibility to work virtually and from Cape Town office.

Responsabilidades

• Determine and understand the needs of high net worth individuals in respect of short-term insurance.
• Build and maintain relationships with existing client base and new clients.
• Administer and grow a portfolio of high net worth clients in line with MOS and company growth strategies.
• Provide professional advice on cover needs, policy conditions and exclusions where necessary.
• Upsell Homeowners cover and grow revenue while ensuring profitability.

Conocimientos

Client relationship management

Short-term insurance knowledge

Portfolio administration

Communication skills

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Job Description

Private Client Services Consultant

Do you have experience in handling a portfolio of clients? Looking to advance in your career? Read on!

Aon South Africa is looking for a Private Client Services Consultant, this is a hybrid role with the flexibility to work both virtually and from our Cape Town office.

The role of the private client service consultant, as the primary point of contact with clients, is to manage and grow and administer a portfolio of high net worth clients in line with the MOS and company growth strategies.

Private Client Services Consultant - Cape Town, South Africa

Private Client Services Consultant

Do you have experience in handling a portfolio of clients? Looking to advance in your career? Read on!

Aon South Africa is looking for a Private Client Services Consultant, this is a hybrid role with the flexibility to work both virtually and from our Cape Town office.

The role of the private client service consultant, as the primary point of contact with clients, is to manage and grow and administer a portfolio of high net worth clients in line with the 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 engaged team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Determine and understand the needs of high net worth individuals in respect of short-term insurance.
• Building and maintaining relationships with the existing client base.
• Building and maintaining relationships with new clients as they are allocated to the portfolio.
• Maintaining extensive client servicing via frequent client contact.
• Maintenance of comprehensive servicing of client policies, including, renewals, general endorsements, premium queries, premium collections, rejections in line with the MOS and underwriting criteria.
• Providing professional and accurate advice with regards to cover needs, policy conditions and exclusions where necessary.
• Upsell Homeowners cover to combined portfolios.
• Growing revenue on existing business.
• Retention of existing client base.
• Negotiating cover and rates with insurers on behalf of clients.
• Ensuring that allocated portfolio runs profitably by adhering strictly to the underwriting criteria.
• Claims liaison including assisting clients with first notification of loss.
• Liaising and developing relationships with colleagues across the business and other key role players in the High Net worth environment.
• Responsible for compliant dealings with clients.
• Responsible for engaging in business