Client Manager (Professional Risk/s) at AON

About the Role 

As a Client Manager some of your key responsibilities will include:

• Being responsible for leading, developing and improving the day to day client relationship
• Being responsible for building a “client profile” of risks and needs analysis in respect of the portfolio of clients.
• Being responsible for input into the renewal process which includes:

1. preparing pre-renewal documents
2. meeting with clients
3. sending renewal notifications

o sending cancellation letters were applicable.

• Being responsible for structuring insurance programmes to meet the needs of portfolio clients
• Being responsible for producing client documentation (including policy documents and claims statistics), leading or contributing to renewal meetings and leading or contributing to fee negotiations.
• Being responsible for maintaining and improving client satisfaction, retention, revenue and profitability
• Being responsible for compliant dealings with clients
• Contributing to the development of new business with either existing or new clients
• Co-ordinating teams of Client Service Advisors (where applicable) to ensure client service standards are met
• Acting as a support to Strategic Account Manager/ Business Manager on larger, more complex accounts

Role-specific Technical Skills, Knowledge and Experience

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
• A comprehensive knowledge of the South short-term insurance markets
• An in-depth strategic knowledge of industry and business strategies and company goals
• Computer literacy with advanced 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 minimum of 5 - 10 years’ experience in Insurance and specialise in Professional Indemnity