Client Manager

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Job Summary
Aon South Africa has an exciting opportunity for a Client Manager at our Nelspruit Branch.
The role of a Client Manager is to build and improve day to day client relationships, manage portfolios of client accounts and possess technical expertise to less experienced employees.

Key Responsibilities
Responsible for leading, developing and improving the day to day client relationship
Responsible for a portfolio of client accounts and manages and co-ordinates all related activities including building a “client profile” of risks and needs analysis
Ability to communicate effectively
Be computer literate with advanced experience in MS Word & Excel
Good interpersonal and organizational skills
Very good knowledge of Policy wordings
Prepares pre-renewal documents and arranges to meet with clients, including sending renewal notifications to clients, as well as cancellation letters (where applicable)
Structures an insurance programme to meet these needs including producing client documentation (including policy documents and claims statistics), leading or contributing to renewal meetings and leading or contributing to fee negotiation
Responsible for maintaining and improving client satisfaction, retention, revenue and profitability
Responsible for compliant dealings with clients
Contributes into the development of new business with either existing or new clients – spots opportunities for increasing revenue and follows up appropriately
In addition will co-ordinate teams of Client Service Advisors (where applicable) to ensure client service standards are met
Acts as a support to Principal Broker/ Business Manager on larger, more complex accounts
Responsible for credit control

Minimum Requirements
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 an associate with the IISA
Must have an RE Certificate
Have a minimum of 5 - 10 years’ experience in a similar or related role, specifically in Commercial Lines
Be dependable and respect confidentiality
Have a high work ethic and must have the ability to function effectively under pressure
Be a team player, have the ability to build good relationships, support and actively participate in, and contribute to any team initiatives
FAIS Compliance Comply with the applicable Fit and Proper provisions as set out in the Board Notice 106 of 2008 issued by the FSCA governing Financial Advisory and Intermediary services Act, 2002 – Determination of Fit and Proper requirements for Financial Service Providers, 2008.
Have knowledge and understanding of the applicable provisions set out in the General Code of Conduct for Authorized Financial Services Providers and Representatives (as governed by the Financial Services Board, Board Notice 80 of 2003);
Have knowledge and understanding of the applicable provisions set out in the Short Term Insurance Act No 53 of 1998 and supporting regulations.
Have an understanding of the provisions of the Financial Intelligence Centre Act (FICA), No 38 of 2001 and amendments thereof.

Job ID : , #1238, 23 views,

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