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Client Services Consultant
2 months ago
Posting Description:
Client Services Consultant
Are you ready for the next step in your personal lines insurance career? Passionate about client service? Read on
Aon South Africa is recruiting a Client Service Consultant in our High Volume Client Service Centre based on a hybrid basis from our Head Office in Sandton. The role of the client service consultant, as the primary point of contact with clients, is to service clients in line with the MOS and company growth strategies.
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 client servicing in managing and co-ordinating all related activities including building a “client profile” of risks and needs analysis.
Takes responsibility for and ownership of tasks and problems relating to clients.
Provides professional and accurate advice to clients, including explanations to clients on cover, exclusions, terms and conditions and ensuring clients are advised of any underwriting requirements in terms of the policy.
Generates referrals from clients through great service, accurate advice and knowledge of insurance.
Liaises and develops relationships with colleagues across the business and other key role players in the business.
Negotiates cover and rates with on behalf of clients.
Processes all policy documentation on relevant system including the loading of endorsements and confirming all endorsements.
Responsible for recording all claims across Affinity and assisting with Commercial / Retail claims FNOL when required.
Responsible for accident management and emergency services.
Responsible for maintaining an e-mail calendar.
Responsible for generating own correspondence.
Adheres to the minimum Quality and Service Standards laid down by the Division.
Keeps up with market trends within the insurance industry and is aware of competitor products/ offerings.
Responsible for maintaining and improving client satisfaction and retention,
Responsible for compliant dealings with clients.
Responsible for general administrative and ad hoc duties that may be requested from management from time to time.
Skills and experience that will lead to success
Qualifications
- Grade 12. (Matric)
- The necessary Regulatory examination qualification
- The necessary minimum insurance qualification
- Registration as a representative with the FSCA in terms of the FAIS ACT
Knowledge
- Knowledge and understanding of all aspects of personal insurance
- Knowledge of market trends within the insurance industry
- Knowledge of competitor products
- Knowledge of MS Word and Excel.
Skills and Attributes
- Well-developed team functioning skills
- Good interpersonal relationships
- Advanced analytical, technical and problem-solving skills
- Well-developed decision-making skills
- Well-developed ability to work in and with teams.
Experience
- A minimum of 2 to 5 years’ experience in a similar or related role.
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.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email Reasonable Accommodations@Aon.com
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