• The role of a private broker is to manage, oversee, grow and administer a portfolio of high-net-worth clients in line with the MOS and servicing and growth strategies.

What the day will look like

• Responsible for a portfolio of client accounts.
• Developing and leading and improving the day-to-day relationship with clients.
• Manages and co-ordinates all activities related to the portfolio of clients.
• Building and updating a ‘client profile’ of risks and needs analysis per client.
• Responsible for all renewal activities, including preparation of renewal documents, renewal notifications renewal meetings with clients as well as cancellation letters.
• Responsibility for and ownership of tasks and problems relating to clients
• Providing professional and accurate advice to clients, including information is in respect of cover, exclusions, underwriting requirements and terms and conditions.
• Generating referrals from clients through excellent service, accurate advice and knowledge of insurance.
• Liaises and develops relationships with colleagues across the business and other key role players in the High-Net-worth environment.
• Increases cross sell opportunity at all times.
• Negotiates cover and rates with insurers on behalf of clients.
• Arranges Quantum valuations and review sums insured on receipt.
• Processing all policy documentation on relevant systems, including i the loading of new policies and endorsements.
• Responsible for premium collection within the prescribed period.
• Responsible for handling client accounting queries and processes refund requisitions.
• Liaison with the claims’ division, assists clients with the first notification of loss.
• Responsible for maintaining an e-mail calendar.
• Responsible for generating own correspondence.
• Adhering to minimum Quality and Service Standards laid down by the Division
• Remains informed of market trends within the insurance industry and maintains awareness of competitor products/ offerings.
• 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.
• Coordinates teams of Client Service Consultants (where applicable) to ensure client service standards are met.
• Responsible for general administrative and ad hoc duties that may be requested from management from time to time.
• 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 Bachelor’s degree is preferable.
• Registration as a representative with the FSCA in terms of the FAIS Act.
• Registration as an associate with the IISA.

Knowledge.

• Digital literacy with sophisticated experience in MS Word and Excel.
• A well-developed working knowledge of relevant product offerings in the short-term insurance industry.
• Know-how in respect of compliance and quality control in the insurance environment.
• An excellent functional knowledge of policy wordings.
• Knowledge enabling the incumbent to expertly articulate Aon’s proposition

Skills and Attributes.

• Well-developed analytical and technical and problem-solving skills.
• Well-developed written and verbal communication skills.
• Good interpersonal skills

Experience.

• Have a minimum of 5 to 10 years’ experience with personal lines’ insurance.
• Have significant experience in the short-term insurance industry.
• Have extensive experience with high-net-worth clients in the short-term insurance industry.