Client Service Advisor

4 months ago

Cape Town, South Africa Aon Corporation Full time

Posting Description:
**Client Service Advisor**

Ready for your next career move? Living in Cape Town? Read on

Aon South Africa is recruiting a Client Service Advisor in our Commercial team, based on a hybrid basis, at our offices in Cape Town.

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.

**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 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
- 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 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)
- Attends all client planning meetings and attends and contributes to internal and external client meetings
- Responsible for credit control

**How this opportunity is different**

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.**
- 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
- An extensive 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
- Digital 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 optimally
- Good interpersonal and organizational skills
- Ability to work optimally in and with teams.

**Experience.**
- Have a minimum of 2 - 3 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 recognize 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.

Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

**#LI-HYBRID

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