Client Relationship Advisor

2 weeks ago

Johannesburg, South Africa Aon Full time

Client Relationship Advisor

Aon South Africa is recruiting a Client Relationship Advisor in our Commercial department, based on a hybrid basis at our head offices in Sandton.

The purpose of the role is to maintain, retain and service clients by improving day to day client relationships including servicing their portfolios.

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 for being the primary point of contact for clients

Responsible for the entire client life-cycle, including renewals, endorsements and/or cancellations.

Works with High Volumes Sales on new business

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

Responsible for organic growth including upselling and cross selling

Ensure high quality and efficient delivery of all client servicing, administrative and transactional activities

Responsible for the renewal process which includes pre-renewal, negotiating terms with insurers and present renewal terms to the client

Works with the admin team to finalise the renewal documents

Negotiates with insurers on any discounts, following requests from clients

Manages and facilitates the cancellation process and creates the necessary refunds where applicable

Responsible for answering calls in the contact centre and assisting clients

Responsible for credit control

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 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 2 - 3 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 recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working

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