Senior Client Manager

Aon plc; South Africa; Hybrid; ZAR 900,000 - 1,200,000; Full time

Job summary

Aon South Africa is recruiting a Senior Client Manager in the Professional Risks department, hybrid from our Sandton Head Office. You will manage and grow a portfolio of sophisticated Professional Indemnity accounts within Built Environment and Engineering, building trusted client relationships and delivering tailored risk solutions.

You will lead renewal meetings, coordinate binder and open market activities, and mentor junior colleagues while ensuring revenue and profitability targets are met.

Qualifications

• Higher Certificate in Insurance Studies required or working toward.
• Bachelor’s degree or progress toward one is advantageous.
• Must be FSCA registered under FAIS Act.
• Minimum registration as an associate with IISA.

Responsibilities

• Manage and grow a portfolio of Professional Indemnity accounts.
• Build trusted client relationships and provide specialist risk expertise.
• Lead binder/open market portfolios and renewal processes.
• Mentor junior colleagues and deliver exceptional client service.
• Oversee portfolio credit control and retention activities.
• Coordinate team of Client Service Advisors to meet service standards.

Skills

Analytical skills

Communication skills

Interpersonal skills

Organizational skills

Teamwork

Fluency in English

Education

Higher Certificate in Insurance Studies

Bachelor’s degree (advantageous)

FSCA representative (FAIS Act)

IISA associate registration

Tools

MS Word

Excel

PowerPoint

Job description

Senior Client Manager - Professional Risks

Are you a subject matter expert in Professional Indemnity? Do you have extensive experience in short term insurance and client servicing? Read on!

Aon South Africa is recruiting a Senior Client Manager in our Professional Risks department based, on a hybrid basis from our Head Office in Sandton. The role of a Senior Client Manager is to Manage and grow a portfolio of sophisticated Professional Indemnity accounts within the Built Environment and Engineering sector. Build trusted client relationships, provide specialist technical expertise, oversee binder and open market portfolios, and mentor junior colleagues while delivering exceptional client service and tailored risk solutions.

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

Delivering on the agreed plan for the business unit/ area of specialty in line with the Aon SA strategy

Leading, developing and improving the day to day client relationships.

Responsible for a portfolio of client accounts and manages and co-ordinates all related activities including building a “client profile” of risks and needs analysis.

Structures an insurance programme to meet these needs including presentations, producing client documentation, leading or contributing to renewal meetings.

Responsible for portfolio credit control and retention.

All administration relevant to allocated clients and portfolio/s.

Where relevant manage a team and consolidating and reporting back to BU Head.

Leading Insurer and client tender processes (where applicable) within the area of specialty.

Maintaining and improving client satisfaction, retention, revenue and profitability including fee negotiation.

Analysing and interpreting the markets/ relevant industries for competitive advantage and emerging opportunities.

Compliant dealings with clients.

Upholds development of retention and new business either with existing or new clients – spots opportunities for increasing revenue and follows up appropriately.

Co-Ordinate team of Client Service Advisors to ensure client service standards are met and binder mandates are upheld.

Managing financials, unpaids and age-analysis reporting for a portfolio of clients and/ or for area of specialty.

All technical advice and/ or related training within the area of specialty.

Resolving any escalated client queries.

Required to work independently with general instruction and the ability to prioritise and organise work.

How this opportunity is different

This opportunity gives you the chance to be part of a global organization with strong local market knowledge, where colleagues work together to solve complex client challenges and make a meaningful impact.

Skills and experience that will lead to success

Qualifications

• A minimum of Higher Certificate in Insurance Studies
• A Bachelor’s degree / working toward Bachelor’s degree advantageous
• Must be registered as a representative with the FSCA in terms of the FAIS Act
• Minimum registered as an associate with the IISA

Knowledge

• Excellent knowledge of Liability policy wordings, with preference to Professional Indemnity.
• A base competency on other financial lines such as cyber and directors and officers liability insurance advantageous
• An extensive knowledge of the South African and international financial lines short-term insurance markets.
• An in-depth strategic knowledge of industry and business strategies and company goals.
• Digital literacy with advanced know-how in MS Word and Excel and Powerpoint.
• Understanding of risk management methodologies.
• A solid understanding of binders.
• Excellent client relationship communication skills.
• Good knowledge of the legislative framework governing the industry.
• Have knowledge of underwriting and claims administration / management – including the handling of complex claims.

Skills and Attributes

• Skill and confidence to articulate Aon’s proposition and how it differentiates Aon and benefits clients.
• Advanced analytical, technical and problem-solving skills and abilities.
• Well- Developed communication skills.
• Fluency in the English language, both written and spoken.
• Good interpersonal and organizational skills.
• Ability to work effectively in and with teams.

Experience

• Have proven experience in a similar or related role.
• Have experience in budgets, forecasts and financial planning.
• Have a consistent record in the provision of risk management and insurance solutions across the full spectrum of the business enterprises in South Africa.