Client Service Advisor Job at AON

• Do you have experience within the Short-Term Insurance industry? Are you looking for a career shift? Read on!
• Aon South Africa is hiring a Client Services Advisor, this is a hybrid role with the flexibility to work both virtually and from our Sandton office.
• The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing and prospective clients.

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 engaged team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Responsible for being the primary point of contact for clients.
• Contributes to and provides input into the entire client life-cycle, including but not limited to renewals, endorsements and/or cancellations.
• Works with Client Manager or Strategic Account Manager to generate and co-ordinate internal new business leads to enable the cross-selling strategy.
• Works with Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activities.
• Provides clients with renewal notices and reminders.
• Prepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers.
• Communicates with insurers on any discounts, following requests from clients.
• Manages and facilitates the cancellation process and creates the necessary documentation.
• Fulfils the primary point of contact for clients providing services and resolving queries.
• Assists in the day to day running of clients’ risk and insurance programmes, producing and checking documentation where required.
• Liaises with the outsource supplier to pass on appropriate work and ensure standards are met (where outsource partner exists).
• Contributes to all client planning meetings and attends and contributes to internal and external client meetings.
• Responsible for credit control.
• Work within binder mandates and requirements as applicable

Skills and experience that will lead to success

Qualifications.

• A minimum of Grade 12 or equivalent
• A Bachelor’s degree is preferable
• Must be registered as a representative with the FSCA in terms of the FAIS Act
• Must be registered as a licentiate with the IISA

Knowledge.

• Good knowledge and understanding of Professional Indemnity.
• Must be able to articulate and understand policy wordings.
• A comprehensive knowledge of the South African and international short-term insurance markets will be advantageous.
• An in-depth strategic knowledge of industry and business strategies and company goals will be advantageous.
• Computer literacy with advanced know-how in Microsoft.

Skills and Attributes.

• Advanced analytical, technical and problem-solving skills and abilities
• Ability to communicate effectively with all stakeholders.
• Good interpersonal and organizational skills.
• Ability to work effectively in and with teams.

Experience.

• Have a minimum of 2 - 3 years’ experience in a similar or related role.