Client Relationship Advisor
2 weeks ago
**Job Summary**:
Aon South Africa is recruiting a Client Relationship Advisor at our offices in Constantia The purpose of the role is to maintain, retain and service clients by improving day to day client relationships including the servicing of their portfolios.
This position complies with our Employment Equity policies.
**Key Responsibilities**:
Responsible for being the primary point of contact for clients.
Handle the entire client life-cycle, including renewals, endorsements and/or cancellations.
Work with High Volumes Sales on the business.
Responsible for maintaining and improving client satisfaction, retention, revenue growth 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 communicating renewal terms to the client.
Work with the admin team to finalize the policy documents.
Negotiate with insurers on any discounts/terms where applicable.
Manage and facilitate the cancellation and refund process.
Responsible for answering calls in the contact centre and assisting clients.
Responsible for credit control.
**Minimum Requirements**:
**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 and extensive knowledge of the 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.
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.
**FAIS Compliance**:
Comply with the applicable Fit and Proper provisions as set out in the Board Notice 106 of 2008 issued by the Financial Services Conduct Authority governing Financial Advisory and Intermediary services Act, 2002 - Determination of Fit and Proper requirements for Financial Service Providers, 2008.
Have knowledge and understanding of the applicable provisions set out in the General Code of Conduct for Authorized Financial Services Providers and Representatives (as governed by the Financial Services Board, Board Notice 80 of 2003).
Have knowledge and understanding of the applicable provisions set out in the Short Term Insurance Act No 53 of 1998 and supporting regulations.
Have an understanding of the provisions of the Financial Intelligence Centre Act (FICA), No 38 of 2001 and amendments thereof.
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