Hybrid Client Services Advisor – Short-Term Insurance

Aon Corporation; Johannesburg; Hybrid; ZAR 260,000 - 380,000; Full time

Job summary

Aon South Africa is hiring a Client Services Advisor in a hybrid role with flexibility to work virtually and from our Sandton office. You will closely support Client Managers to retain and service existing and prospective clients in the short-term insurance space.

The role involves renewals, endorsements, cancellations, and cross-selling support, with emphasis on compliant and high-quality client servicing documentation.

Qualifications

• 2–3 years in a similar role, insurance knowledge advantageous.
• Experience in short-term insurance preferred.
• Must be registered as FAIS Act representative with FSCA and IISA licentiate is a plus.
• Strong client servicing and renewals knowledge.
• Ability to manage risk and compliance documents.

Responsibilities

• Primary point of contact for clients.
• Contributes to renewals, endorsements and/or cancellations within the client lifecycle.
• Work with Client Manager to generate internal new business leads for cross-selling.
• Ensure high quality, compliant delivery of client servicing activities.
• Provide renewal notices and reminders.
• Prepare renewal instructions, quotes, closing instructions and proposal forms.
• Communicate discounts with insurers.
• Manage cancellations and document creation.
• Assist in day-to-day running of clients’ risk and insurance programs.
• Liaise with outsource partner to pass on work and ensure standards.
• Contribute to client planning meetings and meetings.
• Responsible for credit control.
• Work within binder mandates and requirements as applicable.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Teamwork

Problem solving

Education

Grade 12 or equivalent

Bachelor’s degree (preferred)

FSCA FAIS Act representative registration

IISA licentiate registration

Tools

Microsoft Office

Job description

Aon South Africa is hiring a Client Services Advisor in a hybrid role with flexibility to work virtually and from our Sandton office. You will closely support Client Managers to retain and service existing and prospective clients in the short-term insurance space.

The role involves renewals, endorsements, cancellations, and cross-selling support, with emphasis on compliant and high-quality client servicing documentation.