Private Broker

2 months ago

Johannesburg, South Africa Aon Corporation Full time

Posting Description:
**Private Broker**

Do you have Client portfolio-handling experience? Great negotiation skills? Continue reading

Aon South Africa is hiring a Private Broker, this is a hybrid role with the flexibility to work both virtually and from our Head Office in Sandton.

The role of a Private Broker is to manage, oversee - Get - Keep - Grow and Administer a portfolio of High-Net-Worth clients in line with the MOS, servicing and growth strategies of the Aon Private Broking Team and Aon SA.

**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**

Your responsibilities will include the following:
Responsible for a portfolio of Client accounts.

Developing and leading and enhancing the day-to-day relationship with clients.

Manage and co-ordinate all activities related to the portfolio of clients.

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 task 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 referrals from clients through excellent service, accurate advice and knowledge of insurance.

Liases and develops relationship with colleagues across the business and other key role players in the High-Net-worth environment.

Maximizes cross sell opportunities at all times.

Negotiates cover and rates with insurers on behalf of clients.

Arranges valuations and review sums insured on receipt.

Processing all policy documentation on relevant systems, including the loading of new policies and endorsements.

Responsible for premium collection within the prescribed period.

Responsible for handling client accounting queries and processes refund requisitions.

Liaison with 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.

Remain informed of market trends within the insurance industry and maintains awareness of competitor products/offerings.

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

**How this opportunity is different**

The culture at Aon enables us to bring our best each day and do great work for our clients. The advice and solutions our colleagues provide give our clients the clarity and confidence to make better decisions to protect and grow their business. And when businesses thrive, communities and people flourish_._

**Skills and experience that will lead to success**

**Qualifications**
- Grade 12 (matric)
- A bachelor's degree if preferable.
- Registration as a representative with the FSCA in terms of the FAIS Act.
- Registration as an associate with the IISA.

**Knowledge**
- Computer literacy with advanced experience in MS Word and Excel.
- A well-developed working knowledge 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 confidently 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 5 to 10 years' extensive experience with High-Net-Worth personal lines insurance.
- Have significant experience 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 recognise that flexibility goes beyon

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