Jobs
>
Johannesburg

    Client Relationship Advisor - Johannesburg, South Africa - Aon

    Aon
    Aon Johannesburg, South Africa

    1 week ago

    Default job background
    Full time
    Description

    Client Relationship Advisor

    Aon South Africa is recruiting a Client Relationship Advisor in our Commercial department, based on a hybrid basis at our head offices in Sandton.

    The purpose of the role is to maintain, retain and service clients by improving day to day client relationships including servicing their portfolios.

    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 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 finalise 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 centre and assisting clients

    Responsible for credit control

    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.

  • Excellent knowledge of policy wordings
  • A comprehensive 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
  • Computer literacy with advanced know-how in MS Word and Excel

    • Skills and Attributes.

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

    • 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

  • Aon Corporation

    Client Relationship Advisor

    5 days ago

    Aon Corporation Johannesburg, South Africa

    Posting Description: · **Client Relationship Advisor** · Aon South Africa is recruiting a Client Relationship Advisor in our Commercial department, based on a hybrid basis at our head offices in Sandton. · The purpose of the role is to maintain, retain and service clients by impr ...

  • Miya Talent Consulting

    Financial Advisor

    2 days ago

    Miya Talent Consulting Johannesburg, South Africa

    JOB PURPOSE · The Financial Advisor will be responsible for conducting financial needs analysis · for both Life and Investment planning needs, utilize extensive expertise to · provide financial advice to customers, grow client base and prospecting of new · clients. · **Responsibi ...

  • Nedbank

    Investment Analyst

    1 week ago

    Nedbank Johannesburg, South Africa

    **Requisition Details & Talent Acquisition Contact** · - REQ: Location: Gauteng- Talent Acquisition Consultant: Lerato Sithole- Cluster: Nedbank Wealth- Closing Date: 21 March 2024**Job Family** · - Sales and Services · **Career Stream** · - Sales · **Leadership Pipeline** · - Ma ...

  • Dananda Services

    Student Support Administrator: School of Law

    14 hours ago

    Dananda Services Johannesburg, South Africa

    **DUTIES AND RESPONSIBILITIES** · **General** · - Updating of rollover spreadsheet and inform admission and finance departments · - Once admissions forward the new student list the SST, SSAdmin needs to ensure that students are linked to their modules for that semester. · - Log s ...

  • The Recruitment Council

    Financial Advisor Liaison Consultant Customer

    5 days ago

    The Recruitment Council Johannesburg, South Africa

    This leading Asset Manager is looking for a Financial Advisor Liaison Consultant in Customer Services to join their team. · **Responsibilities**: · - Manage flow of work items (Instructions, queries, requests) · - Manage exceptions of internal and external stakeholder · - Log and ...

  • Energy at Work Projects

    Financial Adisor

    6 days ago

    Energy at Work Projects Johannesburg, South Africa

    **Financial Advisor - Insurance Maestro** · Are you ready to revolutionize the insurance landscape and embark on a journey where financial wisdom meets creative strategy? We are seeking a dynamic and visionary Financial Advisor to join our client's team of Insurance Maestros. · * ...

  • Morebo

    Experienced Financial Adviser

    1 week ago

    Morebo Johannesburg, South Africa

    **Experienced Financial Advisor** · Join Our Team as an Experienced Financial Advisor · A leading and dynamic financial services firm is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate about helping clients achi ...

  • Morebo

    Experienced Financial Advisor

    1 week ago

    Morebo Johannesburg, South Africa

    **Experienced Financial Advisor**: · **Purpose of the Job**: · Join Our Team as an Experienced Financial Advisor · A leading and dynamic financial services firm is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate ...

  • K2 Human Capital Consultancy

    Financial Advisor

    6 days ago

    K2 Human Capital Consultancy Johannesburg, South Africa

    **Financial Advisors needed for Johannesburg and Durban Branch** · **Duties** · - Provide financial advise to client · - Recruit new clients · - Maintain a good relationship with existing clients · - Inform and educate client on the financial products available · **Qualification* ...

  • Morebo

    Experienced Financial Adviser

    1 day ago

    Morebo Johannesburg, South Africa

    Join Our Team as an Experienced Financial Advisor · A leading and dynamic financial services firm is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate about helping clients achieve their financial goals, possess a ...

  • SPECD (Pty) Ltd

    Legal Advisor

    4 days ago

    SPECD (Pty) Ltd Johannesburg, South Africa

    Gauteng, JHB - Northern Suburbs · - Monthly Basic Salary (Market related, Negotiable) · **We have an exciting opportunity available with one of our clients in the Hospitality and Gaming industry for a LEGAL ADVISOR.** · **In this role, you'll be responsible for **reviewing, draft ...

  • Foreign & Commonwealth Office

    International Market Advisor

    4 days ago

    Foreign & Commonwealth Office Johannesburg, South Africa

    Job Description (Roles and Responsibilities) 1 · **Main purpose of job**: · This is an exciting time to join the Department for Business and Trade (DBT). Our aim is to promote British trade and investment across the world which is vital for the prosperity of the UK. DBT brings to ...

  • PPS Recruitment

    Technical Planning Specialist

    1 week ago

    PPS Recruitment Johannesburg, South Africa

    **Job Advert Summary**: · To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers' value proposition to their client ...

  • Corner Life Insurance

    Financial Advisor

    5 days ago

    Corner Life Insurance Johannesburg, South Africa

    Do you think you got what it takes to be a financial advisor? become a part of our team today. · **Financial Advisor** · - An ambitious Financial Advisor who loves people and financial planning. · - Driven, open to learning new things, · - always looking for ways to leave people ...

  • Fokus Personnel CC

    Salaried Financial Advisor

    5 days ago

    Fokus Personnel CC Johannesburg, South Africa

    Our client based in Sydney, Australia is looking to appoint South African Citizens Qualified within the Financial Services Sector. · - Work sponsorship and immigration assistance if successful. · - **To become part of a premier general insurance broker network and notable ASX top ...

  • Afrizan People Intelligence (Pty)Ltd

    Broker Consultant

    1 week ago

    Afrizan People Intelligence (Pty)Ltd Johannesburg, South Africa

    THIS ROLE IS FOR A LEADING FINANCIAL SERVICES COMPANY IN SOUTH AFRICA · **About the team**: · This team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries reg ...

  • SET Recruitment Consultants

    Paraplanner

    3 days ago

    SET Recruitment Consultants Johannesburg, South Africa

    **Paraplanner** · Reputable Wealth Mgt / Financial Advisory business seeks organised, professional and client orientated indiv. Pivotal role to assist in providing sound financial advice to clients. Prepare records of Advice and perform calculations on behalf of Wealth Managers / ...

  • Surgo HR & Training

    Tied Financial Advisor

    1 week ago

    Surgo HR & Training Johannesburg, South Africa

    Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, ...

  • Qantas Airways Limited

    Sales Support Advisor, South Africa

    5 days ago

    Qantas Airways Limited Johannesburg, South Africa

    Challenge yourself to build strong relationships with our key partners · - An opportunity to use your exceptional communication and analytical skills and help shape our future · - Permanent Full-time role based in Johannesburg · Our ability to stand the test of time has been no c ...

  • CBRE Excellerate

    Legal Assistant

    1 week ago

    CBRE Excellerate Johannesburg, South Africa

    **Main purpose / objective of the position**: · To assist in the co-ordination of all legal matters for the Portfolio. Provide advisory services internally and to the client. · **Operational Deliverables**: · - Demonstrate knowledge and experience in dealing with various authorit ...