Client Manager at AON

What the day will look like
Revenue Growth Responsibilities:

• Accountable for generating new business through lead generation initiatives.
• Engaging in upselling and cross-selling strategies with current clients.
• Ensuring high levels of client satisfaction, retention, revenue growth, and profitability.

Coordinating, improving, and nurturing daily client relationships.

• Developing comprehensive client profiles that assess risks and identify needs within the client portfolio.
• Crafting insurance programs tailored to the specific needs of the clients.
• Creating client documentation, including policy papers and claims data, and actively participating in renewal meetings and fee negotiations.

Managing the renewal process, which entails:

• Collaborating with Client Service Advisors to prepare pre-renewal documentation.
• Conducting meetings with clients – in person is the preferred method.
• Negotiating terms with insurance providers.
• Interacting with various departments within Aon to get the best solutions for clients.
• Issuing renewal notifications.
• Sending cancellation letters where necessary.
• Collaborating with Client Service Advisors to uphold client service standards.
• Providing support to the Strategic Account Manager or Business Manager for larger, more intricate accounts.
• Maintaining compliance in all client interactions (Comply with FAIS; Draft comprehensive minutes of meetings; etc.).
• Take ownership of credit control processes.
• Assisting with claims inquiries from claims department as well as clients, as required.
• Be a team player and willing to assist the team as and when required.
• How this opportunity is different

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 an associate with the IISA

Knowledge.

• Excellent knowledge of policy wordings
• An extensive knowledge of the South short-term insurance markets
• An in-depth strategic knowledge of industry and business strategies and company goals
• Digital literacy with sophisticated know-how in MS Word and Excel.

Skills and Attributes.

• Skill and confidence to articulate Aon’s proposition and how it differentiates Aon and benefit 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 a demonstrated ability in a similar or related role.