Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Apr 15, 2021
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.


    Read more about this company

     

    Private Broker

    Job Summary    
    Aon South Africa has an exciting opportunity for a Private Broker in our Personal Lines division, based (currently remotely) at our offices in Cape Town. The role of a private broker is to manage, oversee, grow and administer a portfolio of high net worth clients in line with the MOS and servicing and growth strategies.

    This position complies with the Company's Employment Equity policies.
    Key Responsibilities    

    •  Responsible for a portfolio of client accounts.
    •  Developing and leading and enhancing the day-to-day relationship with clients.
    •  Manages and co-ordinates all activities related to the portfolio of clients.
    •  Building and updating a ‘client profile’ of risks and needs analysis per client.
    •  Responsible for all renewal activities, including preparation of renewal documents, renewal notifications renewal meetings with clients as well as cancellation letters.
    •  Responsibility for and ownership of tasks and problems relating to clients
    •  Providing professional and accurate advice to clients, including information is in respect of cover, exclusions, underwriting requirements and terms and conditions.
    •  Generating referrals from clients through excellent service, accurate advice and knowledge of insurance.
    •  Liaises and develops relationships with colleagues across the business and other key role players in the High Net worth environment.
    •  Maximizes cross sell opportunity at all times.
    •  Negotiates cover and rates with insurers on behalf of clients.
    •  Arranges Quantum valuations and review sums insured on receipt.
    •  Processing all policy documentation on relevant systems, including i the loading of new policies and endorsements.
    •  Responsible for premium collection within the prescribed period.
    •  Responsible for handling client accounting queries and processes refund requisitions.
    •  Liaison with the claims division, assists clients with the first notification of loss.
    •  Responsible for maintaining an e-mail calendar.
    •  Responsible for generating own correspondence.
    •  Adhering to minimum Quality and Service Standards laid down by the Division
    •  Remains informed of market trends within the insurance industry and maintains awareness of competitor products/ offerings.
    •  Responsible for maintaining and improving client satisfaction, retention, revenue and profitability.
    •  Responsible for compliant dealings with clients.
    •  Contributes into the development of new business with either existing or new clients.
    •  Coordinates teams of Client Service Consultants (where applicable) to ensure client service standards are met.
    •  Responsible for general administrative and ad hoc duties that may be requested from management from time to time.
    •  Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.

    Minimum Requirements    
    Qualifications.

    •  Grade 12 (matric).
    •  A Bachelor’s degree is preferable.
    •  Registration as a representative with the FSCA in terms of the FAIS Act.
    •  Registration as an associate with the IISA.

    Knowledge.

    •  Computer literacy with advanced experience in MS Word and Excel.
    •  A well-developed working knowledge of relevant product offerings in the short-term insurance industry.
    •  Know-how in respect of compliance and quality control in the insurance environment.
    •  An excellent functional knowledge of policy wordings.
    •  Knowledge enabling the incumbent to confidently articulate Aon’s proposition

    Skills and Attributes.

    •  Well-developed analytical and technical and problem-solving skills.
    •  Well-developed written and verbal communication skills.
    •  Good interpersonal skills

    Experience.

    •  Have a minimum of 5 to 10 years’ experience with personal lines insurance.
    •  Have significant experience in the short-term insurance industry.
    •  Have extensive experience with high net with clients in the short-term insurance industry.

    Method of Application

    Interested and qualified? Go to AON on aon.erecruit.co to apply

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at AON Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail