Client Service Advisor - Specialty - Professional Indemnity

Job Description

Client Service Advisor Do you have experience within the Short-Term Insurance industry? Are you looking for a career shift? Read on! Aon South Africa is hiring a Client Service Advisor; this is a hybrid role with the flexibility to work both virtually and from our Head Office 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. 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. 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 clients 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 programs, 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. 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. 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 a minimum of 2 - 5 years’ experience in a similar or related role. #J-18808-Ljbffr