Personal Lines client servicing experience? Ready for the next move in your career? We are hiring!
Aon South Africa is recruiting a Private Client Service Consultant, based on a hybrid basis from our offices in Pretoria. The role of the private client service consultant, as the primary point of contact with clients, is to manage and grow and administer a portfolio of high net worth clients in line with the MOS and company growth strategies.
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
- Determine and understand the needs of high net worth individuals in respect of short-term insurance.
- Building and maintaining relationships with the existing client base.
- Building and maintaining relationships with new clients as they are allocated to the portfolio.
- Maintaining extensive client servicing via frequent client contact.
- Maintenance of comprehensive servicing of client policies, including, renewals, general endorsements, premium queries, premium collections, rejections in line with the MOS and underwriting criteria.
- Providing professional and accurate advice with regards to cover needs, policy conditions and exclusions where necessary.
- Upsell Homeowners cover to combined portfolios.
- Growing revenue on existing business.
- Retention of existing client base.
- Negotiating cover and rates with insurers on behalf of clients.
- Ensuring that allocated portfolio runs profitably by adhering strictly to the underwriting criteria.
- Claims liaison including assisting clients with first notification of loss.
- Collaborating closely and developing relationships with colleagues across the business and other key role players in the High Net worth environment.
- Responsible for compliant dealings with clients.
- Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.
Aon South Africa is a recognised Top Employer in South Africa and has been for 6 years. Being certified as a Top Employer showcases our dedication to a better world of work through excellent People policies and practices!
Qualifications.
Skills and experience that will lead to success
- Grade 12. (Matric).
- A relevant bachelors degree.
- A relevant tertiary insurance related qualification would be preferable.
- Registration as a representative with the FSCA in terms of the FAIS ACT.
- Sophisticated knowledge and understanding of all aspects of personal insurance.
- Knowledge of market trends within the insurance industry.
- Knowledge of competitor products.
- Sophisticated knowledge of MS Word and Excel.
- Well-developed team functioning skills.
- Good interpersonal relationships.
- Advanced analytical, technical and problem-solving skills.
- Well-developed decision-making skills.
- Well-developed ability to work in and with teams.
- A proven experience in a similar or related role.
- Experience in dealing with high net worth clients will be preferred.
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 ReasonableAdjustments@Aon.com
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
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