Client Relationship Advisor

3 months ago

Durban, South Africa Aon Corporation Full time

Posting Description:
**Client Relationship Advisor - Durban**

Aon South Africa is recruiting a Client Relationship Advisor (CRA) in our Commercial department, based on a hybrid basis at our head offices in Durban.

The purpose of the role is to maintain, retain and service clients in the SMME-environment, by improving day to day client relationships including servicing their portfolios.

The role of CRA requires a dedicated, self-disciplined and motivated individual that comes with a minimum of 5 years’ experience dealing with commercial 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 commercial clients

Responsible for the entire client life-cycle, including renewals, endorsements and/or cancellations.

Responsible for maintaining and improving client satisfaction, retention, revenue and profitability

Responsible for organic growth including upselling and cross selling

Ensure high quality and efficient delivery of all client servicing, administrative and transactional activities

Responsible for the renewal process which includes pre-renewal, negotiating terms with insurers and present renewal terms to the client

Works with the admin team to finalise the policy documents

Negotiates with insurers on any discounts, following requests from clients

Manages and facilitates the cancellation process and creates the necessary refunds where applicable

Responsible for answering calls and assisting clients timeously

Build and maintain strong relationships with SMME clients through telephonic interactions by understanding their needs and providing advice.

Responsible for credit control

Supporting clients by providing excellent client service by addressing client queries, resolving issues and offering guidance on commercial products and services

Have a good understanding of commercial insurance products and services to effectively communicate and upsell or cross-sell to clients.

**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 commercial products and underwriting
- 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 optimally
- Ability to work effectively over the phone to maintain and expand client relationships.
- Good interpersonal and organizational skills
- Ability to work effectively in and with teams

**Experience.**
- Have a minimum of 5 years’ experience in Commercial Underwriting

**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.

Aon provides equal employment opportunities 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.

  • Finacial Advisor

    6 months ago

    Durban, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Client Relationship Consultant

    8 months ago

    Durban, South Africa Candidate Connect Full time

    Great opportunity to join an **Asset Manager **in **Durban **as a **Client Relationship Consultant**. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients, financial advisors, and the...

  • Client Relationship Manager

    1 month ago

    Durban, South Africa Jobted ZA C2 Full time

    Qualifications and Experience Minimum of 5 years in the financial services industry is required Relevant tertiary education or courses Purpose of the Role The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client...

  • Client Relationship Manager

    3 weeks ago

    Durban, South Africa Ultra Pharmaceutical and Medical Placements Full time

    Leading organisation within the "investments / insurance and financial services industry" requires a Client Relationship Manager for the KZN branch.Qualifications and ExperienceMinimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesPurpose of the RoleThe Client Relationship Manager is required to provide a...

  • Client Relationship Manager

    1 month ago

    Durban, South Africa Ultra Personnel Full time

    Qualifications and Experience Minimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesPurpose of the Role The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client...

  • Client Relationship Manager

    1 month ago

    Durban, South Africa Ultra Personnel Full time

    Qualifications and ExperienceMinimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesPurpose of the RoleThe Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client...

  • Client Relationship Assistant Manager for Personal

    6 months ago

    Durban, South Africa HeadHunters Full time

    **Reference** - PE001258/RW**Sector** - Finance**Location** - KwaZulu Natal, Durban**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Purpose of role**: The Client Relationship Assistant Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the...

  • Client Service Advisor

    6 months ago

    Durban, South Africa Aon Corporation Full time

    Posting Description: **Client Services Advisor** Do you have an insurance qualification? Do you have excellent knowledge of policy wordings? Read on! Aon South Africa is hiring a Claims Service Advisor, this is a hybrid role with the flexibility to work both virtually and from our Durban Office. The role of the Client Service Advisor is to work closely...

  • Private Client Advisor

    4 months ago

    Durban, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello future Private Advisor Welcome to...

  • Client Relationship Strategist

    3 weeks ago

    Durban, KwaZulu-Natal, South Africa Sandi Crowther Recruitment Full time

    About the OpportunityWe are seeking a highly skilled Client Relationship Strategist to join our dynamic team at Sandi Crowther Recruitment in South Africa. This is a remote, work-from-home position that offers an exciting opportunity for a solutions-driven individual to build and maintain strong client relationships.The ideal candidate will have solid...

  • Client Relationship Manager – Ballito or Mount Edgecombe

    1 month ago

    Durban, South Africa Jobted ZA C2 Full time

    Requirements: - Proficient in Microsoft Office including Excel, Word, Outlook, and PowerPoint. - Familiar with Xplan, DMA, Marble, and OPUS is an advantage. - Experience in the financial services industry preferred. - Relevant tertiary education or courses completed. - Knowledge of FAIS and FICA legislation. - Understanding of share portfolio processes,...

  • Client Relationship Expert

    1 month ago

    Durban, KwaZulu-Natal, South Africa People Dimension Full time

    Job SummaryThis role is responsible for developing and sustaining relationships with clients to drive revenue growth and customer satisfaction.Key ResponsibilitiesDevelop trust relationships with clients to understand their needs and provide tailored solutions.Manage multiple key accounts to ensure timely delivery of products and services.Resolve customer...

  • Client Relationship Manager

    2 months ago

    Durban, KwaZulu-Natal, South Africa Sandi Crowther Recruitment Full time

    Job Title: Client Success ManagerJob Summary:We are seeking a highly skilled Client Success Manager to join our dynamic team at Sandi Crowther Recruitment. As a Client Success Manager, you will be responsible for building and maintaining strong relationships with our clients, understanding their businesses and industries deeply, and providing strategic...

  • Sales Relationship Manager

    6 months ago

    Durban, South Africa FX Paymaster Full time

    **Job Title: Sales Relationship Manager - Corporate Clients** **Location: Hyde Park, Johannesburg** **About Us**: FX Paymaster is a leading foreign exchange intermediary based in South Africa, specialising in providing efficient and cost-effective international payment solutions to businesses. We pride ourselves on offering transparent services,...

  • Financial Advisor

    1 week ago

    Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    At Old Mutual, we are seeking a highly motivated Financial Advisor to join our team in Pietermaritzburg. As a key player in our sales and client services division, you will be responsible for providing expert financial advice to our clients, helping them achieve their long-term goals and aspirations.We offer a competitive base salary of R200,000 per annum,...

  • Student Advisor

    6 months ago

    Durban, South Africa Educor Full time

    **Student Advisor (JB3643)**: Pinetown, Durban, Kwa Zulu Natal - Customer Service **Student Advisor (JB3643)** **Durban** **Competitive, Market Related** We are seeking a highly motivated and customer-focused Student Advisor/ Contact Centre Agent to join our team in Durban. As a Student Advisor/Contact Centre Agent, your primary responsibility will be...

  • Financial Advisor

    6 months ago

    Durban, South Africa Attooh! Stride Full time

    Join Our Team as a Financial Advisor at Attooh! Stride Are you a driven and experienced financial advisor seeking a dynamic opportunity? We're looking for talented individuals like you to join our team. As a remote Financial Advisor, you'll have the flexibility to work from anywhere while enjoying the support and resources needed to excel in your...

  • Financial Advisor

    2 months ago

    Durban, South Africa Jobted ZA C2 Full time

    Job Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...

  • Banking Advisor

    4 months ago

    Durban, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

  • Senior Client Relationship Manager

    1 month ago

    Durban, KwaZulu-Natal, South Africa Sandi Crowther Recruitment Full time

    Account Growth LeadWe are seeking a highly skilled Account Growth Lead to join our dynamic Canada-based branding agency. This exciting opportunity is ideal for a client-focused, solutions-driven individual with solid experience in building, maintaining, and growing relationships with clients.As an Account Growth Lead, you will serve as the primary advocate...