Senior Client Manager at AON

Aon South Africa has an exciting opportunity for a Senior Client Manager in our Financial Institutions division, based in Cape Town. The role of a Financial Institutions Senior Client Manager is to ensure that client relationships are optimum, client accounts are managed effectively and to provide expertise to colleagues and clients as required.

This position complies with the Company’s Employment Equity Policies.

As a Senior Client Manager some of your key responsibilities will include:

• Being responsible for delivering on the agreed plan for the business unit/ area of specialty in line with the Aon SA strategy
• Being responsible for leading, developing and improving the day to day client relationship for high premium clients and within the scheme
• Being responsible for a portfolio of client accounts and manages and co-ordinates all related activities including building a “client profile” of risks and needs analysis
• Structuring an insurance programme to meet these needs including producing client documentation, leading or contributing to renewal meetings and leading or contributing to fee negotiation
• Being responsible for leading Insurer and client tender processes (where applicable) within the area of specialty
• Being responsible for maintaining and improving client satisfaction, retention, revenue and profitability including fee negotiation
• Being responsible for analysing and interpreting the markets/ relevant industries for competitive advantage and emerging opportunities
• Being responsible for compliant dealings with clients
• Upholding the development of new business either with existing or new clients – spots opportunities for increasing revenue and follows up appropriately
• Co-ordinating teams of Client Service Advisors/ Client Managers to ensure client service standards are met
• Being responsible for managing financials for a portfolio of clients and/ or for area of specialty
• Being responsible for all technical advice and/ or related training within the area of specialty

Role-specific Technical Skills, Knowledge and Experience

Qualifications

• A minimum of Grade 12 or equivalent
• A Bachelors degree is preferable
• Must be registered as a representative with the FSCA in terms of the FAIS Act
• Must be registered as an associate with the IISA

Skills and Attributes

• Skill and confidence to articulate Aon’s proposition and how it differentiates Aon and benefit clients
• Advanced analytical, technical and problem-solving skills and abilities.
• Well- developed communication skills.
• Fluency in the English language, both written and spoken.
• Good interpersonal and organizational skills.
• Ability to work effectively in and with teams.

Knowledge

• Excellent knowledge of financial institutions policy wordings.
• A base competency on other financial lines such as cyber and directors and officers liability insurance
• A comprehensive knowledge of the South African and international financial lines short-term insurance markets.
• An in-depth strategic knowledge of industry and business strategies and company goals.
• Computer literacy with advanced know-how in MS Word and Excel.
• A working knowledge of risk management methodologies.
• Good knowledge of the legislative framework governing the industry.
• Have knowledge of underwriting and claims administration / management – including the handling of complex claims

Experience

• Have a minimum of 15 years’ experience in a similar or related role.
• Have experience in budgets, forecasts and financial planning
• Have a proven track record in the provision of risk management and insurance solutions across the full spectrum of the business enterprises in South Africa