Jobs 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).

How this opportunity is different

• Our new colleague will be working alongside an experienced team of colleagues with backgrounds, ranging from account management, broking, claims advocacy, risk engineering and specialty brokers to bring the best of Aon to our clients. Joining a global organization also comes with opportunities for advancements, cross-training, involvement on local, national, and global projects and the ability to participate and drive innovative projects and solutions across all solution and product lines.

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.

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What the day will look like

• Developing, leading and managing the implementation of multi-year time horizon business planning for the Commercial Mid to Large Business Segment.
• Leading and developing the teams to achieve revenue targets and client profitability consistent with Aon SA annual targets and ensuring the appropriate client servicing models are applied.
• Leading all aspects of the management, governance and usage of Aon commercial products to ensure clients have best in class solutions.
• To deliver excellence in client relationships, retention and growth of existing accounts and provide robust client promise and development plans.
• New business growth and development, to include tender management and being part of bid teams as and when required
• Engaging in cross-business initiatives with other solution lines in order to achieve objectives.
• Implementing ongoing initiatives to remain informed and on par in respect of the insurance market in South Africa and elsewhere.
• Ensuring that business conduct within the divisions is consistent with the standards of business conduct required by Aon as well as legislative and regulatory prescripts.
• Manages carrier relationships to ensure clients receive solutions that exceed their needs.
• Partners across all other solution lines and other sales channels to implement strategies to acquire new clients and grow existing client accounts
• Contributing to and participating in Aon wide senior executive groups framework, coaching & mentoring, performance management, talent and compensation reviews.
• Establishing key performance targets and financial budgets for the business units to optimise business performance in line with set objectives
• Modelling strong leadership behaviours and ensuring an engaged and inspired workforce to improve colleague development, engagement and retention.
• Manages solution line capacity and resources against opportunities, partnering with other leads such as Finance and the People Org.

Skills and experience that will lead to success 

Knowledge and Expertise

• A consistent track record in delivering results, product innovation, negotiating facility and renewal deals, securing new clients, and jeopardy account management.
• Excellent existing relationships with clients and partners (retail and commercial clients, including insurers and strategic partners) and ability to build positive relationships.
• Strong communicator and influencer – ability to effectively communicate, present and adjust messages accordingly to a variety of audiences and demonstrating ability to collaborate, lead and negotiate.
• Possess an in-depth, strategic knowledge of the industry; have technical expertise on commercial products and placements; in depth understanding of business strategies and company goals and ability to analyze issues and apply broad knowledge of business, legal and economic environment to develop new strategies.
• Comprehensive knowledge of the South African short term insurance markets.

Education

• An appropriate bachelor’s degree or a related tertiary qualification.
• A postgraduate business qualification, e.g. an MBA will be advantageous.
• Professional Designation in the Insurance Industry – Associate/Fellow
• Registration as a Representative and Key Individual in terms of the FAIS act.

Leadership Qualities:

• Committed as one firm to our purpose; United through trust as one inclusive, diverse team; Passionate about making our colleagues and clients successful 
• Committed to inclusion and belonging
• Be dependable and respect confidentiality
• Have a high work ethic and must have the ability to function effectively under pressure
• Be a team player, have the ability to build good relationships, support and actively participate in, and contribute to any team initiatives

Work Experience

• Have a minimum of 10 years managerial experience (must have managed managers in the relevant solution lines)
• Minimum of 10 to 15 years underwriting and / or claims experience and /or client experience preferably in an Insurance Broking environment.

go to method of application »

What the day will look like

• Developing, leading and managing the implementation of multi-year time horizon business planning for the Large Client Business Segment.
• Leading and developing the teams to achieve revenue targets consistent with Aon SA strategic and annual targets.
• To deliver excellence in client relationships, retention and growth of existing accounts and provide robust client promise and development plans.
• New business growth and development, to include tender management and being part of bid teams as and when required
• Engaging in cross-business initiatives with other geographies and or solution lines in order to achieve business objectives.
• Implementing ongoing initiatives to remain informed and on par in respect of the insurance market in South Africa and elsewhere.
• Ensuring that business conduct within the divisions is consistent with the standards of business conduct required by Aon as well as legislative and regulatory prescripts.
• Leads carrier relationships to ensure clients receive solutions that exceed their needs.
• Partners across all other solution lines including Reinsurance and other sales channels to implement strategies to acquire new clients and grow existing client accounts
• Contributing to and participating in Aon wide senior executive groups, and may input into Global Broking Strategy
• Develop a team; effectively delivering results through hiring within the regional framework, coaching & mentoring, performance management, talent and compensation reviews.
• Establishing key performance targets and financial budgets for the business units to optimise business performance in line with set objectives
• Modelling strong leadership behaviours and ensuring an engaged and inspired workforce to improve colleague development, engagement and retention.
• Manages solution line capacity and resources against opportunities, partnering with other leads, Finance and the People Org.

Skills and experience that will lead to success

Knowlegde and Expertise

• A consistent track record in delivering results, product innovation, negotiating facility and renewal deals, securing new clients, and jeopardy account management.
• Excellent existing relationships with clients and partners (retail and institutional clients, including insurers and strategic partners) and ability to build positive relationships.
• Strong communicator and influencer – ability to effectively communicate, present and adjust messages accordingly to a broad range of audiences and demonstrating ability to collaborate, lead and negotiate.
• Possess an in-depth, strategic knowledge of the industry; have technical expertise on property, casualty placements; in depth understanding of business strategies and company goals and ability to analyze issues and apply broad knowledge of business, legal and economic environment to develop new strategies.
• Extensive knowledge of the South African and global short term insurance markets.

Education

• An appropriate bachelor’s degree or a related tertiary qualification.
• A postgraduate business qualification, e.g. an MBA will be advantageous.
• Professional Designation in the Insurance Industry – Associate/Fellow
• Registration as a representative and Key Individual in terms of the FAIS act.

Leadership Qualities

• Committed as one firm to our purpose; United through trust as one inclusive, diverse team; Passionate about making our colleagues and clients successful
• Committed to inclusion and belonging
• Be dependable and respect confidentiality
• Have a high work ethic and must have the ability to function effectively under pressure
• Be a team player, have the ability to build good relationships, support and actively participate in, and contribute to any team initiatives

Work Experience

• Have a minimum of 10 years managerial experience (must have managed managers in the relevant solution lines)
• Minimum of 10 to 15 years underwriting and / or claims experience and /or client experience preferably in an Insurance Broking environment