Aon Limited Role Profile - Client Service Advisor I .
Job Title :
Client Service Advisor I
Track : Professional
South Africa Aon Risk Solutions.
Location : Johannesburg
Purpose of Role :
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.
Key Areas of 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 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
Responsible for credit control
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
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.
Have a minimum of 1 - 2 years’ experience in a similar or related role