Client Service Advisor

at  Aon Corporation

QUALIFICATIONS.

• A minimum of Grade 12 or equivalent
• A Bachelor’s degree is preferable
• An LLB degree (or studying towards it) will be advantageous.
• 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
• An extensive 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
• Digital literacy with sophisticated know-how in MS Word and Excel.

SKILLS AND ATTRIBUTES.

• Advanced analytical, technical and problem-solving skills and abilities
• Ability to communicate optimally
• 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

• 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.
• Handles 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 to internal and external client meetings.
• Responsible for credit control