Client Service Advisor- Corporate

2 days ago

Sandton, South Africa Aon Full time

**Job Summary**:
Aon South Africa has an exciting opportunity for a Client Service Advisor in our Aon Global Client Network (AGCN) division at our offices in Sandton 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.

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 required 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**:
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.

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.

  • Client Services Administrator: Learnership

    1 week ago

    Sandton, South Africa Momentum Corporate Full time

    **Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **Role Purpose** - Are you currently unemployed? Are you seeking an opportunity to develop your potential and create a bright future at an industry leading insurer? Are you a dynamic, self-starter who is passionate about client...

  • Client Service Advisor

    2 weeks ago

    Sandton, South Africa Aon Full time

    **Job Summary**: Aon is currently recruiting a Client Service Advisor to join our Professional Risks team in Sandton. 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. This position complies the Company’s Employment Equity...

  • Client Services Administrator

    2 weeks ago

    Sandton, South Africa Momentum Corporate Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group,the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Effective execution of...

  • Client Services Administrator

    7 days ago

    Sandton, South Africa Momentum Corporate Full time

    **Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Effective execution ofretirementfund administration in line with business, legislative and industry requirements, thereby improving overall client experience.**Requirements**: - Matric or equivalent (Mathematics...

  • Legal Advisor

    4 days ago

    Sandton, South Africa Dante Personnel Full time

    Gauteng, Sandton - Max R46 000 ctc P/M Our International Financial Services client based in Sandton is looking for a Legal Advisor to join their team **Salary**: Depends on experience Position type: Permanent - Remote 4/5 days of the week **Minimum requirements**: - Minimum 2 years’ experience as a Legal Advisor from Financial Services Industry (Not...

  • Specialist Service Advisor

    2 days ago

    Sandton, Gauteng, South Africa Motus Corporation Full time R250 000 - R500 000 per year

    Job Title: Specialist Service AdvisorLocation:  Hyundai SandtonJob Summary:We are seeking a highly skilled and experienced Specialist Service Advisor to join our team. This individual will be responsible for providing expert advice and guidance to customers on the maintenance and repair of specialized equipment or machinery. The Specialist Service Advisor...

  • Specialist Service Advisor

    6 days ago

    Sandton, South Africa Motus Corporation Full time

    Job Title: Specialist Service Advisor Location: Hyundai Sandton Job Summary: We are seeking a highly skilled and experienced Specialist Service Advisor to join our team. This individual will be responsible for providing expert advice and guidance to customers on the maintenance and repair of specialized equipment or machinery. The Specialist Service Advisor...

  • Holistic Financial Advisor

    3 days ago

    Sandton, South Africa Momentum Financial Planning Full time

    A leading financial services firm in Sandton is seeking a Talent Acquisition Specialist. The role involves advising clients on their financial goals, networking to find new clients, and preparing detailed financial plans. Candidates should have a Grade 12 education, a South African ID, and a valid driver's license. This position is suitable for both...

  • Senior Associate Corporate Finance

    6 hours ago

    Sandton, South Africa Growthpoint Properties Full time

    Job Purpose To effectively communicate and participate in corporate transactions with various executives. Assist with transactions from a financial modelling, planning and documentation perspective. Effectively liaise with company senior executives, negotiate with other parties and project manage transactions to the benefit of the company. The Senior...

  • Client Care Advisor

    6 days ago

    Sandton, South Africa Momentum Metropolitan Holdings Full time

    -Introduction To service business partners and clients coming into the Admed front office, primarily in the inbound and outbound call centre and secondly, where capacity constraints require, in the mailbox coordinating and the data capturing areas. Role Purpose To service business partners and clients coming into the Admed front office, primarily in the...