Client Manager
Looking to further your career within the Short-Term Insurance industry? Experienced in Commercial Risk? Read on!
Aon South Africa is hiring a Client Manager within the Commercial Risk team; this is a hybrid role with the flexibility to work both virtually and from our Durban office.
The role of the Client Manager is to build and improve day to day client relationships, manage portfolios of client accounts and provide technical expertise to less experienced employees. The Client Manager will manage portfolios concentrated in Transport & Logistics, including motor fleet, heavy commercial vehicles (HCV), goods in transit and related liability covers.
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
* Achieve new business targets as outlined.
* Lead, develop and continuously improve the day‐to‐day client relationship.
* Take responsibility for a portfolio of client accounts and manage/co‐ordinate all related activities, including building and maintaining a detailed client profile, risk information and needs analysis.
* Prepare pre‐renewal and renewal documentation, including sending renewal notifications to clients.
* Arrange and conduct client meetings (face‐to‐face or virtual).
* Where required, structure insurance programs to meet clients' needs, including producing policy documentation and claims‐related reports.
* Contribute to renewal meetings and fee negotiations.
* Update Aon Connect and Salesforce daily with new leads and opportunities from Aon's various marketing campaigns and from ongoing client interaction.
* Attend bi‐weekly/monthly Aon Connect and forecast meetings.
* Contribute towards achieving new business targets using both existing client referrals and new clients.
* Proactively look for opportunities to increase revenue using the tools and analytics available.
* Take ownership for credit control within your client portfolio, in line with company policy.
* Transport & Logistics focus: Engage with insurers, risk engineers and service providers on transport‐related risk improvements (e.g. telematics, driver training, fleet risk management initiatives) and use claims trends to support client conversations.
* Works on issues of moderate scope where analysis of situations or data requires review of a variety of factors.
* Able to adapt broader policies and programs to meet the organization's business needs.
* Possesses advanced analytical, technical and problem‐solving skills and abilities.
Skills and experience that will lead to success
Qualifications.
* 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 an Associate of the IISA (or actively working towards this, where applicable).
Knowledge.
* Can confidently articulate Aon's proposition, how it differentiates Aon, and the benefits for clients.
* Computer literate with sophisticated experience in MS Word and Excel (and comfortable working with Aon Connect and Salesforce).
* Very good knowledge of policy wordings and market practices in commercial insurance.
* Transport & Logistics focus: Sound understanding of commercial motor, transport and logistics insurance, including motor fleet, HCV, goods in transit, liability, Sasria and business interruption.
Skills and Attributes.
* Possesses strong analytical, technical and problem‐solving skills and abilities.
* Able to communicate effectively, both verbally and in writing.
* Good interpersonal and organizational skills.
* Diligent and respectful of confidentiality.
* Demonstrates a high work ethic and the ability to function effectively under pressure.
* A strong team player, with the ability to build good relationships, support colleagues and actively participate in, and contribute to, team initiatives.
Experience.
* Minimum of 5–10 years' experience in a similar or related role.
* Extensive experience in commercial insurance (broking or risk advisory).
* Optional (preferable) – Transport & Logistics focus: Demonstrable experience managing transport and logistics clients and/or sophisticated commercial motor portfolios would be advantageous.
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.
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