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Alignerr Corp.; Cape Town; Hybride; ZAR 420 000 - 660 000; Plein temps

Résumé du poste

Aon South Africa is seeking a Private Client Services Consultant to manage and grow a portfolio of high net worth clients. The role blends virtual and Cape Town office work, with responsibilities including renewals, policy servicing and premium negotiations.

The ideal candidate will have 2–5 years’ experience in similar roles, strong client relationship skills, and FSCA FAIS registration. This hybrid role supports career growth within a leading insurance services firm.

Qualifications

• Grade 12 (Matric) and a relevant bachelor’s degree.
• A relevant tertiary insurance-related qualification.
• Registration as a FSCA FAIS representative is required.

Responsabilités

• Manage and grow a portfolio of high net worth clients.
• Provide professional advice on cover needs, conditions and exclusions.
• Handle renewals, endorsements and premium queries.
• Upsell Homeowners cover to existing portfolios.
• Negotiate cover and rates with insurers on behalf of clients.
• Ensure portfolio profitability by adhering to underwriting criteria.
• Liaise on claims and assist clients with loss notifications.
• Engage in business development and client relationship building.

Connaissances

Client relationship management

Interpersonal skills

Analytical skills

Problem-solving

Team collaboration

Formation

Grade 12 (Matric)

Bachelor's degree

Insurance related qualification

FSCA FAIS registration

Outils

MS Word

MS Excel

Description du poste

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.

• 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 development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.

Qualifications

• Grade 12. (Matric).


• A relevant bachelors degree.


• A relevant tertiary insurance related qualification.


• 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.


• Sophisticated 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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