Client Service Advisor Corporate Insurance Sandton

7 months ago


Johannesburg, South Africa The Recruitment Council Full time

Are you passionate about delivering exceptional client experiences in the dynamic world of finance & Insurance? An esteemed financial services organization is on the lookout for talented individuals to join their team as Client Service Advisors. 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. Responsibilities:

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

Qualifications:

- 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
- 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
- Ability to work effectively in and with teams.

**Experience**:

- Have a minimum of 2 - 3 years’ experience in a similar or related role



  • Johannesburg, South Africa The Recruitment Council Full time

    Join a renowned Financial Services Corporate Insurance firm that is committed to excellence and innovation in the ever-evolving financial landscape as a Client Manager, your role as the Client Manager is to build and improve day to day client relationships, manage portfolios of client accounts and provide technical expertise to less experienced employees. -...

  • Client Service Advisor

    7 months ago


    Johannesburg, South Africa Aon Corporation Full time

    Posting Description: **Client Service Advisor** Do you have Client Advisory experience? Ready for your next career move? We are hiring! Aon South Africa is recruiting a Client Service Advisor in our Risk Solutions department; this is a hybrid role with the flexibility to work both virtually and from our Sandton Office. The role of the Client Service...

  • Client Service Advisor

    7 months ago


    Johannesburg, South Africa Aon Corporation Full time

    Posting Description: **Client Service Advisor - Aon Global Client Network**: Do you have experience supporting a team that deals with multinational/global clients? Ready for the next move in your career? Read on! Aon South Africa is recruiting a Client Service Advisor in our AGCN department based, on a hybrid basis, from our offices in Sandton. The role of...

  • Client Service Advisor

    7 months ago


    Johannesburg, South Africa Aon Corporation Full time

    Posting Description: **Client Service Advisor**: Ready for your next career move? Experience in Professional Indemnity? Read on! Aon South Africa is recruiting a Client Service Advisor in our Professional Risks department, based on a hybrid basis, at our head office in Sandton. The role of the Client Service Advisor is to work closely with Client Manager/...


  • Johannesburg, Gauteng, South Africa The Corporate Circle Full time

    We are looking for a skilled Mornings Client Service Specialist to join The Corporate Circle team in Sandton. This full-time role comes with a salary of R 20,000 CTC per annum.In this position, you will work closely with clients, building strong relationships and ensuring that their needs are met. To succeed, you will require a B Com or Equivalent degree and...

  • Service Advisor

    9 months ago


    Johannesburg North, South Africa SydSen Recruit Full time

    Service Advisor - Sandton - Gauteng Our client based in **Sandton** is looking for a** Service Advisor** to join their service department team. **Requirements**: - Matric - Drivers license - Excellent communication skills - Strong administration skills, systematic, client centric - Outgoing and not scared for a challenge - Brand experience essential (eg....


  • Johannesburg, South Africa AGC Recruitment Full time

    Senior Associate Corporate Commercial - Sandton An exciting opportunity exists for a Senior Associate in the Corporate Commercial team of our client, ** **a large law firm dealing with a wide range of blue chip and corporate clients. **Key Areas of Responsibility include**: - Drafting of agreements: - Commercial agreements generally - Construction &...


  • Johannesburg, South Africa Qunu Staffing Full time

    Job Title : Financial Advisor - Short-term Insurance Business Unit : Short-Term Insurance Location : Johannesburg or Cape Town Introduction Gradidge-Mahura Mahura Investments is looking to appoint a Financial Advisor specialising in Short-Term Insurance Personal Lines. The person must be committed, driven and results oriented. The Advisers must be able to...


  • Johannesburg, South Africa Belmar Personnel Full time

    Financial Advisor specialising in Short-Term Insurance Personal Lines. The person must be committed, driven and results oriented. The Advisers must be able to work on their own as well as in a team environment writing business in accordance with targets set. Reporting to the Head of Short-Term Insurance. **Minimum 3 years experience in Sales (Face to face)...


  • Johannesburg, South Africa Aon Corporation Full time

    Posting Description: **Client Relationship Advisor**: Aon South Africa is recruiting a Client Relationship Advisor in our Commercial department, based on a hybrid basis at our head offices in Sandton. The purpose of the role is to maintain, retain and service clients by improving day to day client relationships including servicing their portfolios. **Aon...

  • Legal Advisor Sandton

    8 hours ago


    Johannesburg, South Africa Elmich Consultants Full time

    **Legal Advisor Sandton R550Kctc Law Degree, Preferably Admitted Attorney, 3 yrs. Financial Services Investments REI ^RE4 Advantage, CFP advantage**: **Duties & Responsibilities** Contract management including involvement in negotiations Monitor and communicate regulatory/legislative changes and impact to business and clients Assessing management needs...

  • Insurance Advisor

    3 days ago


    Johannesburg, South Africa Unique Personnel Full time

    **Job Number** - 69032 **Job Type** - Permanent **Job Title** - Insurance Advisor **Computer Skills** - Ms Office **Industry** - Insurance **City** - Johannesburg **Province** - Gauteng - Receive and process all cancellations received. This could be in the form of either cancelations confirmed (policies already cancelled by the insurer) or...

  • Service Advisor

    3 days ago


    Johannesburg, South Africa First Degree Recruitment Full time

    **Service advisor / Aftersales consultant** Vacancy for a Vehicle Service advisor with a vehicle dealership in Johannesburg North **_ Duties_**: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles, ensuring...

  • Service Advisor

    4 days ago


    Johannesburg, South Africa First Degree Recruitment Full time

    **Service advisor / Aftersales consultant** Vacancy for a Vehicle Service advisor with a vehicle dealership in the Northern Parts of Johannesburg **_ Duties_**: Costing of job cards of vehicles booked into the workshop, Processing of warranties, Following up on vehicles booked into workshop, liaising between the client and workshop on progress of vehicles,...


  • Johannesburg, South Africa RPO Recruitment Full time

    RPO Recruitment is seeking a Corporate Finance Advisor to join our client's team in Johannesburg. In this role, you will be responsible for providing strategic financial advice and support to our clients. As a Corporate Finance Advisor, you will work closely with clients to understand their financial goals and objectives. You will evaluate financial data,...


  • Johannesburg, South Africa The Recruitment Council Full time

    Our client, a renowned Corporate Insurance Firm, is on the lookout for a Strategic Account Manager to drive business growth within the Commercial Insurance Sector. - Your role as the strategic account manager is to provide specialised information and services in the area of specialisation to a portfolio of clients. - Key Areas of Responsibilities: -...

  • Claims Service Advisor

    7 months ago


    Johannesburg, South Africa Aon Corporation Full time

    Posting Description: **Claims Service Advisor** Do you have claims advisory experience? Know how to handle large aggregate funds? Read on! Aon South Africa is hiring a Claims Service Advisor in our Risk Solutions department, this is a hybrid role with the flexibility to work both virtually and from our Sandton office. The role of the Claims Service...


  • Johannesburg, South Africa Sanlam Full time

    **What will you do?** **Santam Specialist Solutions** has a position available for a - **Corporate Administrator,** within the corporate travel team at - **TIC.** - The corporate travel team is responsible for all corporate related policy issuing and query solving functions, as well as policy renewals and general administrative duties.- The person will need...

  • Claims Service Advisor

    7 months ago


    Johannesburg, South Africa Aon Corporation Full time

    Posting Description: **Claims Service Advisor** Do you have proven claims advisory experience? Have you ever handled large aggregates? We are hiring! Aon South Africa is hiring a Claims Service Advisor in our Risk Solutions department based on a hybrid basis, from our Head Office in Sandton. The role of the Claims Service Advisor is to manage the claims...


  • Johannesburg, South Africa Shorza Full time

    Customer Service Advisor ✨ Join the Team and Make a Difference!✨ Are you the type of person who thrives on helping others, solving problems, and delivering top-notch service with a smile? We’re looking for a Customer Service Superstar to join our team in Sandton! This is an exciting opportunity to work for our UK-based client, offering premium...