Client Relationship Advisor

About Aon

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 engaged 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 clients
• Responsible for the entire client life cycle, including renewals, endorsements and/or cancellations.
• Works with High Volumes Sales on new business
• Responsible for maintaining and improving client satisfaction, retention, revenue and profitability
• Responsible for organic growth including upselling and cross selling
• Ensure high quality and efficient delivery of all client servicing, administrative and transactional activities
• Responsible for the renewal process which includes pre-renewal, negotiating terms with insurers and present renewal terms to the client
• Works with the admin team to finalize the renewal documents
• Negotiates with insurers on any discounts, following requests from clients
• Manages and facilitates the cancellation process and creates the necessary refunds where applicable
• Responsible for answering calls in the contact center and assisting clients
• Responsible for credit control
• Act as main contact for a portfolio of commercial clients.
• Provide professional, compliant advice on covers, limits and policy wordings.
• Manage renewals end-to-end, including negotiation with insurers and presenting terms to clients.
• Handle mid-term endorsements, cancellations and refunds accurately and efficiently.
• Work with the High-Volume Sales on new business and the admin team on policy documentation.
• Drive client satisfaction, retention and organic growth through cross-selling and upselling.
• Manage credit control for your portfolio.

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 Act
• Must be registered as a licentiate with the IISA

Knowledge

• Solid understanding of commercial policy wordings and products.
• 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.

• Confident in advising clients and negotiating with insurers.
• Comfortable servicing clients on digital platforms
• Strong communication, organizational and problem-solving skills.
• Team player able to handle high volumes in a fast-paced environment.
• Sophisticated analytical, technical and problem-solving skills and abilities
• Ability to communicate effectively
• Good interpersonal and organizational skills

Experience.

• 2–3 years’ experience in a commercial short-term insurance role.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

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 and inclusive 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 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.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.