Client Service Advisor - FIP at AON

• The role of the Client Service Advisor is to work closely with Principal Broker/ Senior Client Manager to retain and service existing and prospective clients.
• Aon is in the business of better decisions
• At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
• As an organization, we are united through trust as one engaged team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Responsible for being the primary point of contact for clients.
• Contributes to and provides input into the entire client life cycle, including renewals, endorsements and/or cancellations.
• Works with New Business Development Executive to generate and co-ordinate internal new business leads to enable the cross-selling strategy.
• Works with Principal Broker and Senior Client Manager to ensure high quality, efficient and compliant delivery of all clients servicing administrative/transactional activities.
• Provides clients with renewal notices and reminders.
• Prepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers.
• Communicates with insurers on any discounts, following requests from clients.
• Manages and facilitates the cancellation process and creates the vital documentation.
• Fulfils a point of contact for clients providing services and resolving queries.
• Assists in the day to day running of clients’ risk and insurance programs, producing and checking documentation where required.
• Contributes to client planning meetings and attends and contributes to internal and external client meetings (where applicable)
• Responsible for credit control and invoicing

How this opportunity is different

• What makes Aon different are the people and the culture. Aon colleagues support each other, across geographies and solution lines. Aon has the tools plus depth and breadth of experience to drive great outcomes for our clients, while providing the optimal environment for the career and personal growth of our colleagues.

Skills and experience that will lead to success
Qualifications.

• A minimum of Grade 12 or equivalent
• NQF Level 5
• 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 (Commercial Crime and Crime & Civil Liability)
• An extensive knowledge of the South African short-term insurance markets.
• An in-depth strategic knowledge of industry and business strategies and company goals will be advantageous.
• Digital literacy with advanced know-how in MS Word and Excel.

Skills and Attributes.

• Sophisticated analytical, technical, and problem-solving skills and abilities
• Ability to communicate effectively.
• Good interpersonal and organizational skills and attention to detail.
• High work ethics and must have the ability to function optimally under pressure.
• Be dependable and respect confidentiality.
• Ability to work effectively in and with teams.

Experience.

• Have a minimum of 3 - 5 years’ experience in a similar or related role.