Client Service Advisor

6 days ago

Sandton, South Africa Aon Full time

**Job Summary**:
Aon is currently recruiting a Client Service Advisor to join our Professional Risks team in Sandton. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing and prospective clients.

This position complies the Company’s Employment Equity Policies.
- Opportunities to develop your career with a global market leader
- Excellent opportunity to work in a high performing & collaborative team
- Flexible working environment & flexible on location

**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.

**Key Responsibilities**:
**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 New Business Development Executive to generate and co-ordinate internal new business leads to enable the cross-selling strategy.

Works with Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activities for the entire client life-cycle.

Provides clients with renewal notices and reminders.

Prepares renewal proposal forms, quotations, closing instructions, policy documentation and other requirements for clients and/or insurers.

Communicates with insurers on any discounts or referrals 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 programmes, 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.

**Our Colleague Experience**:
From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.

**Minimum Requirements**:
**Qualifications, 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 within the Professional Indemnity and Specialty environment

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

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

**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 working style solutions, but we also recognise that flexibility goes beyond just the place of work, and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

**FAIS Compliance**:
Co

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