Client Service Advisor

3 weeks ago


Johannesburg, Gauteng, South Africa AON Full time
Job title : Client Service AdvisorJob Location : Gauteng, JohannesburgDeadline : March 19, 2025Quick Recommended Links
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What the day will look like

  • Responsible for being the primary point of contact for clients
  • Contributes to and provides input into the entire client life cycle, including renewals, endorsements and/or cancellations.
  • Works with team to generate and co-ordinate internal new business leads to enable the cross-selling strategy
  • Works with Senior Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all clients servicing administrative/transactional activities
  • Provides clients with renewal notices and reminders
  • Prepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers 
  • Communicates with insurers on any discounts, following requests from clients
  • Manages and facilitates the cancellation process and creates the necessary documentation  
  • Fulfils the primary point of contact for clients providing services and resolving queries
  • Assists in the day to day running of clients' risk and insurance programs, producing and checking documentation where required
  • Liaises with the outsource supplier to pass on appropriate work and ensure standards are met (where outsource partner exists)
  • Contributes to all client planning meetings and attends and contributes to internal and external client meetings
  • 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
  • Knowledge and experience with Professional Indemnity cover would be preferable
  • 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
  • High work ethics and must have the ability to function effectively under pressure
  • Be dependable and respect confidentiality
  • Ability to work effectively in and with teams

Experience.

  • Have a minimum of 2 - 5 years' experience in a similar or related role
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