Private Client Service Consultant

Aon; Johannesburg; Hybrid; ZAR 30,000 - 50,000; Full time

Job summary

A leading company in South Africa is hiring a Private Client Services Consultant in Johannesburg. This hybrid role involves managing a portfolio of high-net-worth clients, providing expert advice on personal insurance while ensuring client satisfaction and generating new business opportunities. Candidates with 2-5 years of experience in a similar role are encouraged to apply. Aon values inclusivity and offers a comprehensive benefits package to support employee wellbeing.

Benefits

Global Wellbeing Days

Comprehensive benefits package

Flexible working solutions

Qualifications

• Minimum 2 to 5 years’ experience in a similar or related role.
• Experience dealing with high-net-worth clients preferred.
• Registration with FSCA required.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients.
• Coordinate all activities related to the client portfolio.
• Provide professional advice and maintain client satisfaction.

Skills

Analytical skills

Interpersonal relationships

Problem-solving skills

Teamwork

Decision-making skills

Education

Relevant bachelor's degree

Relevant tertiary insurance qualification

Grade 12 (Matric)

Tools

MS Word

MS Excel

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 hiring a Private Client Services Consultant. This is a hybrid role with the flexibility to work both virtually and from our Head office in Sandton.

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 organisation, 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

• Responsible for a portfolio of client accounts.
• Developing and leading and enhancing the day-to-day relationship with clients.
• Manages and co-ordinates all activities related to the portfolio of clients.
• Building and updating a ‘client profile’ of risks and needs analysis per client.
• Responsible for all renewal activities, including preparation of renewal documents, renewal notifications renewal meetings with clients as well as cancellation letters.
• Responsibility for and ownership of tasks and problems relating to clients
• Providing professional and accurate advice to clients, including information is in respect of cover, exclusions, underwriting requirements and terms and conditions.
• Generating referrals from clients through excellent service, accurate advice and knowledge of insurance.
• Liaises and develops relationships with colleagues across the business and other key role players.
• Always maximizes cross sell opportunity.
• Negotiates cover and rates with insurers on behalf of clients.
• Arranges VRI valuations and review sums insured on receipt.
• Processing all policy documentation on relevant systems, including i the loading of new policies and endorsements.
• Responsible for premium collection within the prescribed period, Annual and monthly non-debit order policies.
• Responsible for handling client accounting queries and processes refund requisitions.
• Liaison with the claims division, assists clients with the first notification of loss.
• Responsible for generating own correspondence.
• Adhering to minimum Quality and Service Standards laid down by the Division
• Remains informed of market trends within the insurance industry and maintains awareness of competitor products/ offerings.
• Responsible for maintaining and improving client satisfaction, retention, revenue growth and profitability.
• Responsible for complaint dealings with clients.
• Contributes into the development of new business with either existing or new clients.
• Responsible for general administrative and ad hoc duties that may be requested from management from time to time.

Skills and experience that will lead to success

Qualifications.

• Grade 12. (Matric).
• A relevant bachelor’s degree.
• A relevant tertiary insurance related qualification would be preferable.
• Registration as a representative with the FSCA in terms of the FAIS ACT.

Knowledge.

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

Skills and Attributes.

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

Experience.

• A minimum of 2 to 5 years’ experience in a similar or related role.
• Experience in dealing with high-net-worth clients will be preferred.

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, colour, 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, email [e-mail]

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

#LI-AO1

2563025

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 hiring a Private Client Services Consultant. This is a hybrid role with the flexibility to work both virtually and from our Head office in Sandton.

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 organisation, 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

• Responsible for a portfolio of client accounts.
• Developing and leading and enhancing the day-to-day relationship with clients.
• Manages and co-ordinates all activities related to the portfolio of clients.
• Building and updating a ‘client profile’ of risks and needs analysis per client.
• Responsible for all renewal activities, including preparation of renewal documents, renewal notifications renewal meetings with clients as well as cancellation letters.
• Responsibility for and ownership of tasks and problems relating to clients
• Providing professional and accurate advice to clients, including information is in respect of cover, exclusions, underwriting requirements and terms and conditions.
• Generating referrals from clients through excellent service, accurate advice and knowledge of insurance.
• Liaises and develops relationships with colleagues across the business and other key role players.
• Always maximizes cross sell opportunity.
• Negotiates cover and rates with insurers on behalf of clients.
• Arranges VRI valuations and review sums insured on receipt.
• Processing all policy documentation on relevant systems, including i the loading of new policies and endorsements.
• Responsible for premium collection within the prescribed period, Annual and monthly non-debit order policies.
• Responsible for handling client accounting queries and processes refund requisitions.
• Liaison with the claims division, assists clients with the first notification of loss.
• Responsible for generating own correspondence.
• Adhering to minimum Quality and Service Standards laid down by the Division
• Remains informed of market trends within the insurance industry and maintains awareness of competitor products/ offerings.
• Responsible for maintaining and improving client satisfaction, retention, revenue growth and profitability.
• Responsible for complaint dealings with clients.
• Contributes into the development of new business with either existing or new clients.
• Responsible for general administrative and ad hoc duties that may be requested from management from time to time.

Skills and experience that will lead to success

Qualifications.

• Grade 12. (Matric).
• A relevant bachelor’s degree.
• A relevant tertiary insurance related qualification would be preferable.
• Registration as a representative with the FSCA in terms of the FAIS ACT.

Knowledge.

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

Skills and Attributes.

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

Experience.

• A minimum of 2 to 5 years’ experience in a similar or related role.
• Experience in dealing with high-net-worth clients will be preferred.

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, colour, 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, email [e-mail]

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

#LI-AO1