Client Manager (Professional Risks) at AON

Aon South Africa is currently recruiting a Client Manager (Professional Risks). The role of a Client Manager is to build and improve day to day client relationships, manage portfolios of client accounts and possess technical expertise whilst developing professional expertise. 

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 a portfolio of client accounts and managing and co-ordinating all related activities including building a “client profile” of risks and needs analysis
• Preparing pre-renewal documents and arranging to meet with clients, including sending renewal notifications to clients, as well as cancellation letters (where applicable)
• Structuring an insurance program to meet the client's needs including producing client documentation (including policy documents and claims statistics), leading or contributing to renewal meetings and leading or contributing to fee negotiation
• Being responsible for maintaining and improving client satisfaction, retention, revenue and profitability
• Being responsible for compliant dealings with clients
• Contributing into the development of new business with either existing or new clients – spots opportunities for increasing revenue and follows up appropriately
• In addition will co-ordinate 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
• Being responsible for credit control
• Being responsible for achieving new business targets

Role-specific Technical Skills, Knowledge and Experience

• Possesses advanced analytical, technical and problem-solving skills and abilities
• Be computer literate with advanced experience in MS Word & Excel
• Very good knowledge of Policy wordings
• 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 
• Have a minimum of 5 - 10 years’ experience in a similar or related role
• Have extensive experience in Insurance and specialise in Professional Indemnity