Client Service Advisor

9 hours ago

Sandton, South Africa Aon Full time

**Job Summary**:
Aon South Africa has an exciting opportunity for a Client Service Advisor in our Commercial department at our offices in Sandton. The role of the Client Service Advisor is to work closely with the Client Manager, Account Executive or Strategic Account Manager to retain and service existing and prospective clients.

This position complies with our Employment Equity policies

**Key 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.

**Minimum Requirements**:
**Qualifications**:
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 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 1 - 2 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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