Client Relationship Advisor

Aon
Johannesburg
Workplace: HybridFull timeFunction: Customer Success & Account ManagementExperience: 2-3 yearsEducation: high_schoolSkills: ["Communication","Organisational","Problem-solving","Interpersonal","Analytical"]

Own the client relationship for a portfolio of commercial short-term insurance clients, serving as the primary point of contact through the full client lifecycle. Manage renewals end-to-end (including pre-renewal, insurer negotiations, documentation, and presenting terms), handle mid-term endorsements, cancellations and refunds, and support new business alongside high-volume sales. Drive client satisfaction, retention, and organic growth through cross-selling and upselling while managing credit control and providing compliant advice on covers and policy wordings.

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FursaFursa
Aon
Aon
2 days ago

Client Relationship Advisor

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Last checked: 4 hours agoStatus: Live

Job Summary

Own the client relationship for a portfolio of commercial short-term insurance clients, serving as the primary point of contact through the full client lifecycle. Manage renewals end-to-end (including pre-renewal, insurer negotiations, documentation, and presenting terms), handle mid-term endorsements, cancellations and refunds, and support new business alongside high-volume sales. Drive client satisfaction, retention, and organic growth through cross-selling and upselling while managing credit control and providing compliant advice on covers and policy wordings.
Location: Johannesburg
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Act as the primary point of contact for clients and manage the full client lifecycle, including renewals, endorsements and/or cancellations.
  • •Manage the renewal process end-to-end: pre-renewal, negotiate terms with insurers, and present renewal terms to clients.
  • •Handle mid-term endorsements, cancellations, and refunds accurately and efficiently, including facilitating cancellations and creating refunds where applicable.
  • •Provide professional, compliant advice on covers, limits, and policy wordings for your commercial client portfolio.
  • •Drive client satisfaction, retention, revenue, and profitability through cross-selling and upselling, and manage credit control for the portfolio.

Key Requirements

  • •Minimum Grade 12 (or equivalent).
  • •2–3 years’ experience in a commercial short-term insurance role.
  • •Must be registered as a representative with the FSCA in terms of the FAIS Act.
  • •Must be registered as a licentiate with the IISA.
  • •Solid understanding of commercial policy wordings and products, with knowledge of short-term insurance markets advantageous.
Experience:2-3 yearsShort-term insuranceCommercial lines
Education:High School
Skills:CommunicationOrganisationalProblem-solvingInterpersonalAnalytical
Licenses:FSCA representative (FAIS Act)IISA licentiate
Languages:English
Tech Stack:MS WordMS Excel

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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