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Client Service Advisor
2 weeks ago
Posting Description:
**Client Service Advisor - Pretoria**
Do you have experience in the Short-Term Commercial Insurance industry? Looking to advance your career? Read on
Aon South Africa is hiring a Client Services Advisor in our Commercial Team in Pretoria. This is a hybrid role with the flexibility to work both virtually and from our head office in Pretoria.
The role of the Client Service Advisor is to work closely with the Senior Client Manager/Principal Broker or Strategic Account Manager to retain and service existing and prospective clients.
**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**
Be able to work under pressure in a fast passed environment.
Be fully bilingual - read, write and speak Afrikaans and English.
Must understand the commercial underwriting process and be able to think on their feet to meet clients needs.
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 Client Manager 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.
Maintaining compliance in all client interactions (Comply with FAIS; send accurate policy schedules and invoices; ect.).
Take ownership of credit control processes.
Assisting with claims inquiries from claims department as well as clients, as required.
Be a team player and willing to assist the team as and when required.
**Skills and experience that will lead to success**
**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
- A comprehensive knowledge of the South African and international short-term insurance markets will be advantageous
- Knowledge and experience with Professional Indemnity cover would be preferable
- 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
- High work ethics and must have the ability to function effectively under pressure
- Be dependable and respect confidentiality
- Ability to work effectively in and with teams
**Experience.**
- Have proven 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 recognize 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 iden
