Client Services Advisor

Job Description

Client Service Advisor | Aon Consulting

The Tone:
This is a full-time hybrid role at Aon South Africa, with the flexibility to work both virtually and from the Sandton office. Aon is dedicated to shaping decisions for the better, protecting and enriching lives worldwide. This role is crucial for maintaining strong client relationships, ensuring efficient service delivery, and supporting the retention and growth of the client portfolio within the short-term insurance industry.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid – South Africa

• Team: Works closely with Client Manager/Account Executive or Strategic Account Manager
• Mission: To retain and service existing and prospective clients by acting as their primary point of contact and managing the insurance lifecycle.
• Tech Stack: Microsoft

What You’ll Actually Do
• Client Relationship: Serve as the primary point of contact for clients, fulfilling service needs and resolving queries effectively.
• Lifecycle Management: Contribute to and provide input across the entire client life-cycle, including renewals, endorsements, and cancellations.
• Business Development Support: Collaborate with Client Managers to generate and coordinate internal new business leads, supporting the cross-selling strategy.
• Service Delivery: Work with Client Managers to ensure high-quality, efficient, and compliant delivery of all client servicing administrative and transactional activities.
• Documentation & Communication: Prepare renewal notices, instruction forms, quotes, closing instructions, and proposal forms for clients and insurers, and communicate with insurers regarding client discount requests.

The Must-Haves
• Background: Minimum Grade 12 or equivalent. Must be registered as a representative with the FSCA in terms of the FAIS Act and as a licentiate with the IISA. Requires good knowledge and understanding of Professional Indemnity and the ability to articulate and understand policy wordings.
• Experience: A minimum of 2-3 years’ experience in a similar or related role within the Short-Term Insurance industry.
• Skills: Advanced analytical, technical, and problem-solving skills; ability to communicate effectively with all stakeholders; good interpersonal and organizational skills; ability to work effectively in and with teams.
• Bonus: A Bachelor’s degree is preferable. A comprehensive knowledge of the South African and international short-term insurance markets will be advantageous, as will an in-depth strategic knowledge of industry and business strategies and company goals.