Private Client Service Consultant
3 months ago
Posting Description:
**Private Client Service Broker**
Experienced in dealing with high-net-worth client? Looking to work for a Top Employer? Read on
Aon South Africa is hiring a Private Client Service Broker; this is a hybrid role with the flexibility to work both virtually and from our Sandton office.
The role of a 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 referral from clients through excellent service, accurate advice and knowledge of insurance.
Liaisons and develops relationships with colleagues across the business and other key role players in the high-net-worth environment.
Maximize cross sell opportunity at all times.
Negotiate its cover and rates with insurance on behalf of clients.
Arranges quantum valuations and review sums and showdown receipts.
Processing all policy documentation and relevant systems including the loading of new policies and endorsements
Responsible for premium collection within the prescribed.
Responsible for handling clients accounting queries and processes refund requisitions.
Liaison with the claims' division, assists clients with the first notification of loss.
Responsible for generating own correspondence.
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 competitive products/offerings.
Responsible for maintaining and improving client satisfaction, retention, revenue growth and profitability.
Responsible for complaint 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.
**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**:
- Digital literacy with sophisticated experience in Ms. word and excel.
- A well-developed solid understanding of relevant product offerings in the short-term insurance industry.
- Know how in respect of compliance and quality control in the insurance environment.
- An excellent functional knowledge of policy wordings.
- Knowledge enabling the incumbent to expertly articulate Aon's proposition.
**Skills and attributes**:
- Well-developed analytical and technical and problem solving skills.
- Well-developed written and verbal communication skills
- Good interpersonal skills
**Experience**:
- Have a minimum of five to 10 years’ experience with personal lines' insurance.
- Have significant experience in the short-term insurance industry.
- Have extensive experience with high-net-worth clients in the short-term 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 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
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