Client Service Advisor SRE
Johannesburg, Gauteng, ZA
1d ago

Job Description

Aon Limited Role Profile - Client Service Advisor I .

Job Title :

Client Service Advisor I

Track : Professional

Business Unit

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
  • 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
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