Private Broker

2 weeks ago

Cape Town, Western Cape, South Africa Aon Corporation Full time

Posting Description:

Private Broker - Cape Town
Ready for the next step in your career in Personal Lines Short Term Insurance? Based in Cape Town? This role could be for you

Aon South Africa is recruiting a Private Broker in our Personal Lines division, based in Cape Town. This is a hybrid role with the flexibility to work both virtually and from that office.


The role of the 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.


Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.


As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.


What the day will look like
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.

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.


How this opportunity is different


We are proud to announce that Aon South Africa has been recognised as a Top Employer in South Africa for the sixth consecutive year.

Being certified as a Top Employer showcases our dedication to a better world of work through excellent People policies and practices

Skills and experience that will lead to success

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 welldeveloped working knowledge of relevant product offerings in the shortterm insurance industry.
  • Knowhow 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

  • Welldeveloped analytical and technical and problemsolving skills.
  • Welldeveloped 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 shortterm insurance industry.
  • Have extensive experience with high net worth clients in the shortterm insurance industry.

How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce.

Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon.

Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of wor

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