• Job Description

  Req#: 78482

  Private Client Service Consultant

  Do you have experience in dealing with High-net-worth clients? Looking for a career move? We are hiring!

  Aon South Africa is hiring a Private Client Service Consultant; this is a hybrid role with the flexibility to work both virtually and from our Pretoria office.

  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

  As a Private Client Service Consultant, your responsibilities include:

  • Determining and understanding 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 the 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 lie with the MOS and underwriting criteria.
  • Providing professional and accurate advice with regards to cover needs, policy conditions and exclusions where vital.
  • Upsell Homeowners cover on existing business.
  • Growing revenue on 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.
  • Liaising and developing relationships with colleagues across the business and other key role players in the High-Net-Worth environment.
  • Responsible for compliant dealing with clients.
  • Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.

  Skills and experience that will lead to success

  Qualifications

  • Grade 12 (Matric).
  • A relevant bachelor's degree.
  • A relevant tertiary insurance related qualification would be preferable.
  • Registration as a representative with the FSCA in terms of the FAIS Act.

  Knowledge

  • Extensive 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.
  • Fluency in Afrikaans is advantageous.

  Skills and Attributes

  • 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 ad with teams.

  Experience

  • A minimum of 2 to 5 years of experience in a similar or related role.
  • Experience in dealing with the high-net-worth client is preferred.

  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 recognise 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 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 welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

  #LI-AO1

  2544996
  

  Private Client Service Consultant

  Do you have experience in dealing with High-net-worth clients? Looking for a career move? We are hiring!

  Aon South Africa is hiring a Private Client Service Consultant; this is a hybrid role with the flexibility to work both virtually and from our Pretoria office.

  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

  As a Private Client Service Consultant, your responsibilities include:

  • Determining and understanding 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 the 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 lie with the MOS and underwriting criteria.
  • Providing professional and accurate advice with regards to cover needs, policy conditions and exclusions where vital.
  • Upsell Homeowners cover on existing business.
  • Growing revenue on 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.
  • Liaising and developing relationships with colleagues across the business and other key role players in the High-Net-Worth environment.
  • Responsible for compliant dealing with clients.
  • Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.

  Skills and experience that will lead to success

  Qualifications

  • Grade 12 (Matric).
  • A relevant bachelor's degree.
  • A relevant tertiary insurance related qualification would be preferable.
  • Registration as a representative with the FSCA in terms of the FAIS Act.

  Knowledge

  • Extensive 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.
  • Fluency in Afrikaans is advantageous.

  Skills and Attributes

  • 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 ad with teams.

  Experience

  • A minimum of 2 to 5 years of experience in a similar or related role.
  • Experience in dealing with the high-net-worth client is preferred.

  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 recognise 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 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 welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

  #LI-AO1

• About the company

  Aon plc is a large British global professional services firm that sells a range of financial risk-mitigation products, including insurance, pension administration, and health-insurance plans.

Notice