Job Description
Client Services Consultant

• Are you ready for the next step in your insurance experience? Do you have personal lines and commercial experience? Passionate about client service? Read on!!
• Aon South Africa is recruiting a Client Service Consultant in our High-Volume Client Service Centre based on a hybrid basis from our Head Office in Sandton. The role of the client service consultant, as the primary point of contact with clients, is to service 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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Responsible client servicing in managing and coordinating all related activities including building a “client profile” of risks and needs analysis.
• Takes responsibility for and ownership of tasks and problems relating to clients.
• Provides professional and accurate advice to clients, including explanations to clients on cover, exclusions, terms and conditions and ensuring clients are advised of any underwriting requirements in terms of the policy.
• Generates referrals from clients through great service, accurate advice and knowledge of insurance.
• Liaises and develops relationships with colleagues across the business and other key role players in the business.
• Negotiates cover and rates with on behalf of clients.
• Processes all policy documentation on relevant system including the loading of endorsements and confirming all endorsements.
• Responsible for recording all claims across Affinity.
• Responsible for accident management and emergency services.
• Responsible for maintaining an e-mail calendar.
• Responsible for generating own correspondence.
• Adheres to the minimum Quality and Service Standards laid down by the Division.
• Keeps up with market trends within the insurance industry and is aware of competitor products/ offerings.
• Responsible for maintaining and improving client satisfaction and retention,
• Responsible for compliant dealings with 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)
• The necessary Regulatory examination qualification
• The necessary minimum insurance qualification
• Registration as a representative with the FSCA in terms of the FAIS ACT

Knowledge

• Knowledge and understanding of all aspects of personal insurance
• Knowledge of market trends within the insurance industry
• Knowledge of competitor products
• 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.