Client Relationship Advisor at AON

What The Day Will Look Like

• Responsible for being the primary point of contact for clients
• Responsible for the entire client life-cycle, including renewals, endorsements and/or cancellations.
• Works with High Volumes Sales on new business
• Responsible for maintaining and improving client satisfaction, retention, revenue and profitability
• Responsible for organic growth including upselling and cross selling
• Ensure high quality and efficient delivery of all client servicing, administrative and transactional activities
• Responsible for the renewal process which includes pre-renewal, negotiating terms with insurers and present renewal terms to the client
• Works with the admin team to finalise the renewal documents
• Negotiates with insurers on any discounts, following requests from clients
• Manages and facilitates the cancellation process and creates the necessary refunds where applicable
• Responsible for answering calls in the contact centre and assisting clients
• Responsible for credit control

Qualifications.

Skills and experience that will lead to success

• 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 a licentiate with the IISA

Knowledge.

• Excellent knowledge of policy wordings
• A comprehensive knowledge of the South African and international short-term insurance markets will be advantageous
• An in-depth strategic knowledge of industry and business strategies and company goals will be advantageous
• Computer literacy with advanced know-how in MS Word and Excel

Skills And Attributes.

• Advanced analytical, technical and problem-solving skills and abilities
• Ability to communicate effectively
• Good interpersonal and organizational skills
• Ability to work effectively in and with teams

Experience.

• Have a minimum of 2 - 3 years’ experience in a similar or related role