Client service advisor - Port Elizabeth at AON

What the day will look like

As a Client Service Advisor, your responsibilities will include:

• Responsible for being the primary point of contact for clients.
• Contribute to and provide input into the entire client life cycle, including renewals, endorsements and/or cancellation of policies.
• Work with New Business Development Executives to generate and co-ordinate new business leads and assist with converting them into opportunities on Aon Connect.
• Enable cross-selling opportunities (Delivering Aon United (DAU).
• Work with Client Managers to ensure high quality, efficient and compliant delivery of all clients servicing administrative/transactional activities.
• Provide clients with renewal notices.
• Prepare Renewal Questionnaires’ (Needs Analysis) for clients and Broking Notes, Quotation Slips and Placing Slips for the Market.
• Prepare renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers.
• Collate client information and negotiate terms with the market.
• Attend and contribute to internal and external client meetings.
• Manage credit control as per credit control targets.
• Responsible for assisting Client Manager with administering the Water Loss Outsource Agreement (Underwriting and claims).

Skills and experience that will lead to success

Qualifications.

• A minimum of Grade 12 or equivalent
• Minimum NQF level 5 (Licentiate) mandatory or NQF 6 (Associate) (Insurance Qualification) will be advantageous.
• Must be registered as a representative with the FSCA in terms of the FAIS Act
• RE5 Regulatory Certificate

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 Microsoft 365.

Skills and Attributes.

• Advanced analytical, technical, and problem-solving skills and abilities.
• Ability to communicate successfully.
• Good interpersonal and organizational skills.
• Ability to work efficiently in and with teams (team player).

Experience.

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