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Client Service Advisor

Salary
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Location
Cape Town, THEWESTERNCAPE, South Africa, South Africa

Posted on
Jun 13, 2023

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Client Service Advisor  Ready for your next career move? Living in Cape Town? Read on! Aon South Africa is recruiting a Client Service Advisor in our Commercial team, based on a hybrid basis, at our offices in Cape Town.  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 clientsContributes 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 strategyWorks with Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activitiesProvides clients with renewal notices and remindersPrepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers Communicates with insurers on any discounts, following requests from clientsManages and facilitates the cancellation process and creates the necessary documentation Fulfils the primary point of contact for clients providing services and resolving queriesAssists in the day to day running of clients’ risk and insurance programmes, producing and checking documentation where requiredLiaises with the outsource supplier to pass on appropriate work and ensure standards are met (where outsource partner exists)Attends all client planning meetings and attends and contributes to internal and external client meetingsResponsible for credit control How this opportunity is different Aon South Africa has been recognised as a Top Employer in South Africa for the sixth consecutive year. Being certified as a Top Employer showcases our dedication to a better world of work through excellent People policies and practices! 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 ActMust be registered as a licentiate with the IISA Knowledge.Excellent knowledge of policy wordingsAn extensive knowledge of the South African and international short-term insurance markets will be advantageousAn in-depth strategic knowledge of industry and business strategies and company goals will be advantageousDigital literacy with advanced know-how in MS Word and Excel.Skills and Attributes.Advanced analytical, technical and problem-solving skills and abilitiesAbility to communicate optimallyGood interpersonal and organizational skillsAbility to work optimally in and with teams. Experience.Have a minimum of 2 - 3 years’ experience in a similar or related role How we support our colleagues  In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself.  We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.   Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.  Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.  We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on **** Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-HYBRID  2527516,qualifications:UNAVAILABLE,responsibilities:Client Service Advisor  Ready for your next career move? Living in Cape Town? Read on! Aon South Africa is recruiting a Client Service Advisor in our Commercial team, based on a hybrid basis, at our offices in Cape Town.  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 clientsContributes 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 strategyWorks with Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activitiesProvides clients with renewal notices and remindersPrepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers Communicates with insurers on any discounts, following requests from clientsManages and facilitates the cancellation process and creates the necessary documentation Fulfils the primary point of contact for clients providing services and resolving queriesAssists in the day to day running of clients’ risk and insurance programmes, producing and checking documentation where requiredLiaises with the outsource supplier to pass on appropriate work and ensure standards are met (where outsource partner exists)Attends all client planning meetings and attends and contributes to internal and external client meetingsResponsible for credit control How this opportunity is different Aon South Africa has been recognised as a Top Employer in South Africa for the sixth consecutive year. Being certified as a Top Employer showcases our dedication to a better world of work through excellent People policies and practices! 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 ActMust be registered as a licentiate with the IISA Knowledge.Excellent knowledge of policy wordingsAn extensive knowledge of the South African and international short-term insurance markets will be advantageousAn in-depth strategic knowledge of industry and business strategies and company goals will be advantageousDigital literacy with advanced know-how in MS Word and Excel.Skills and Attributes.Advanced analytical, technical and problem-solving skills and abilitiesAbility to communicate optimallyGood interpersonal and organizational skillsAbility to work optimally in and with teams. Experience.Have a minimum of 2 - 3 years’ experience in a similar or related role How we support our colleagues  In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself.  We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.   Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.  Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.  We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on **** Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-HYBRID ,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2023-06-14T04:00:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2023-06-21T16:00:00 0000,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:****Town,addressRegion:UNAVAILABLE,streetAddress:Terraces Buildling, 2 Fir Streetn5th Floor, Office,postalCode:7925,addressCountry:South Africa}}}

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