Client Service Advisor - Professional Risk at AON

About the Role 
As a Client Service Advisor some of your key responsibilities will include: 

• Working with New Business Development Executive to generate and co-ordinate internal new business leads to enable the cross-selling strategy
• Helping retain existing clients by providing accurate and timely administration and support across account(s)
• Working with Client Managers to ensure high quality, efficient and compliant delivery of all client servicing , administrative/transactional activities
• Being responsible for day to day delivery of service to clients 
• Being responsible for the renewal process, including renewal of policies, creating claims statistics and filing
• Ensuring proposal forms are sent to the client
• Preparing renewal terms and quotes
• Ensuring policies are loaded on E-global, Client details are updated and tax invoices are raised accurately and efficiently
• Being responsible for broking less complex endorsements within the SPS
• Actively increasing technical knowledge, understanding of client needs and the broking process
• Preparing insurance certificates and sending them to Client Manager(s)/ Principal Broker for approval and issuing insurers formal policy documentation to the clients
• Communicating with insurers on any discounts and following up on requests from clients
• Being responsible for the cancellation process, where clients don’t renew policies and notifying client of cancellation
• Liaising with the outsource supplier to pass on appropriate work and ensuring standards are met (where outsource partner exists)
• Contributing to all client planning meetings and attending and contributing to internal and external client meetings  
• Working with New Business Development Executive to generate and co-ordinate internal new business leads to enable the cross-selling strategy

Minimum Requirements  

• A minimum of Grade 12 or equivalent
• Must have RE for representatives 
• A Bachelor’s degree is preferable 
• Must be registered as a representative with the FSCA in terms of the FAIS Act 
• Have a minimum of 2 - 5 years’ experience in a similar or related role 
• Have experience in Professional Indemnity and Fidelity Guarantee Insurance      
• Very good knowledge of PI Policy wordings 
• Very good knowledge of FG Policy wordings