Private Client Service Consultant

Aon plc; Johannesburg; Hybrid; ZAR 420,000 - 520,000; Full time

Job summary

Aon South Africa is hiring a Private Client Services Consultant. This hybrid role offers flexibility to work virtually and from our Sandton head office.

You will manage and grow a portfolio of high-net-worth clients in line with MOS and company growth strategies. As the primary point of contact, you will develop and lead day-to-day client relationships, coordinate portfolio activities, and provide professional advice on cover, exclusions, and underwriting requirements.

Qualifications

• Matric (Grade 12) is a must.
• NQF-5 Insurance Qualification and RE-5 required.
• Registration as FSCA FAIS Act representative is required.
• 2–5 years in a similar or related role with high-net-worth clients preferred.

Responsibilities

• Manage and grow a portfolio of high-net-worth client accounts.
• Develop and lead day-to-day relationships with clients.
• Coordinate all activities related to the portfolio of clients.
• Build and update client risk/needs profiles for each client.
• Handle renewal activities, renewals, and cancellations.
• Provide professional, accurate advice on cover, exclusions, and underwriting.
• Generate referrals through excellent service and product knowledge.
• Liaise with colleagues across the business and other key role players.
• Maximise cross-sell opportunities and negotiate with insurers.
• Process policy documentation and endorsements on relevant systems.
• Manage premium collection and client accounting queries.
• Liaise with claims and assist with first notification of loss.
• Maintain quality standards and stay informed on market trends.

Skills

Interpersonal skills

Team collaboration

Analytical thinking

Decision making

Problem solving

Education

Grade 12 (Matric)

NQF-5 Insurance Qualification

RE-5

FSCA FAIS ACT registration

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 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

• Responsible for a portfolio of client accounts.
• Developing and leading and improving 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 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.
• Liaise 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 complaints regarding dealings with clients.
• Contributes to 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).
• NQF- 5 Insurance Qualification; RE-5.
• Registration as a representative with the FSCA in terms of the FAIS ACT.

Knowledge.

• Sophisticated 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.

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