Client Liaison Officer at AON

What the day will look like:

• Maintains and builds relationships with existing and new clients as well as with Insurers and Fund administrators.
• Attends to and resolves client queries, promptly and efficiently.
• Prepares all communication and information requirements (agendas, minutes, reports) for client meetings.
• Assists with the annual market review of existing benefit offerings and/or applicable rates.
• Provides administrative support to the team including updating and maintaining accurate records and files, entering data into relevant systems, assisting with producing documents and collating information.
• Adheres strictly to agreed SLAs with clients.
• Responds promptly and efficiently to instructions, requests and enquiries at all times.
• Plans and prioritises time and work in order to provide an efficient service to clients and colleagues.
• Cooperates and works with colleagues and other stakeholders to ensure tasks are completed on time.
• 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)
• An NQF level 5 qualification in wealth management financial planning
• RE 5 certificate

Knowledge.

• Advanced computer literacy with advanced proficiency in MS Word and Excel.
• Knowledge of the principles and practices within a technical/divisional discipline.