Current Vacancies at AON

Job Vacancies Details

Client Relationship Advisor

• Aon South Africa is recruiting a Client Relationship Advisor in our Commercial department, based on a hybrid basis at our head offices in Sandton.
• The purpose of the role is to maintain, retain and service clients by improving day to day client relationships including servicing their portfolios.

What the day will look like

• Responsible for being the primary point of contact for clients
• Responsible for the entire client life-cycle, including renewals, endorsements and/or cancellations.
• Works with High Volumes Sales on new business
• Responsible for maintaining and improving client satisfaction, retention, revenue and profitability
• Responsible for organic growth including upselling and cross selling
• Ensure high quality and efficient delivery of all client servicing, administrative and transactional activities
• Responsible for the renewal process which includes pre-renewal, negotiating terms with insurers and present renewal terms to the client
• Works with the admin team to finalise the renewal documents
• Negotiates with insurers on any discounts, following requests from clients
• Manages and facilitates the cancellation process and creates the necessary refunds where applicable
• Responsible for answering calls in the contact centre and assisting clients
• Responsible for credit control

Skills and experience that will lead to success

Qualifications.

• A minimum of Grade 12 or equivalent
• A Bachelor’s degree is preferable
• 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
• 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 MS Word and Excel

Skills and Attributes.

• Advanced analytical, technical and problem-solving skills and abilities
• Ability to communicate effectively
• Good interpersonal and organizational skills
• Ability to work effectively in and with teams

Experience.

• Have a minimum of 2 - 3 years’ experience in a similar or related role

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What the day will look like

• Responsible for providing advice to clients and colleagues on placement design, available coverage and capacity, likely pricing, potential coverage enhancements and market progress within scope of responsibility.
• Act as the primary point of contact within the broking team for specific clients to provide specialist advice to the client and client team.
• Analyse clients' reinsurance requirements, collect and analyse relevant information to identify risk transfer solutions.
• Review and quality check reinsurance documentation at a pre-determined stage in the process to establish whether the selected product accurately reflects clients' reinsurance requirements.
• Work with other professionals on an individual account, or a portfolio of accounts, to ensure that relevant information is shared among appropriate individuals and required actions are taken to meet clients' needs.
• Identify appropriate channels for risk placement based on clients' market security guidelines and other requirements.
• Negotiate terms and conditions of placement with lead underwriters, obtain quotes, and handle underwriter queries and requests for information.
• Create, maintain and manage long-term business relationships with underwriters to enhance service delivery, establish new opportunities for risk placement or facilitate the settlement and payment of claims.
• Support the effective delivery of global service through network relationships, where appropriate.
• Provide advice to clients and colleagues on market developments and share knowledge of market trends to enhance the overall value proposition.
• Negotiate bespoke or manuscript wordings with underwriters for individual accounts.
• Negotiate or assist in negotiation of terms and conditions for a facility with underwriters, including the negotiation of facility wordings.
• Responsible for formulating a coherent client, market and remuneration strategy.
• Responsible for the review of market submissions and presentations for new business and as well as renewals to ensure that it effectively sell the client's risk to the market.
• Ensure appropriate staff are aware of all underwriter subjectivities.
• Review status ensuring warranties are met.
• Work with markets to build entrepreneurial solutions to meet Client needs.
• Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.

Skills and experience that will lead to success

Qualifications.

• Grade 12 (matric).
• An appropriate NQF level 4 FAIS /short-term insurance qualification.
• Preferably a relevant bachelor’s degree in insurance and risk management.
• First level regulatory examination for representatives.
• ACII or IISA membership

Knowledge.

• Sound business know-how and financial savvy
• Solid understanding of the reinsurance environment.
• Proven knowledge of broking/insurance/underwriting in the reinsurance treaty environment.
• A solid knowledge and understanding of Africa markets and clients.

Skills and Attributes.

• Excellent marketing and sales skills.
• Well-developed analytical technical and problem-solving skills.
• Well-developed communication skills.
• Well-developed influencing and negotiation skills.
• Well-developed interpersonal skills.
• Proven ability to work with and in teams.
• Computer literacy with advanced experience in MS Word and Excel.
• Well-developed business and financial skills and acumen.

Experience.

• Have a minimum of 5 to 8 years’ experience in broking/insurance/underwriting/reinsurance treaty environment.
• Solid team management experience will be advantageous.
• Experience in working in Africa markets and with African clients.