senior broker

broker

senior client manager

customer service representative

claims manager

Distribute proposal forms to independent brokers as appropriate
Receive and vet completed proposal forms
Provide quotations calculated by means of the current rating tables to applicants 
Issuing of certificates and policy wordings
Prepare and submit monthly bordereaux to various parties 
Issuing of endorsements
Handling of all queries
Assist clients with policy structuring
Process monthly debit order runs
Attend to unpaid debit orders 
Control and rectify monthly debit order run error listings
Manage and Monitor premium payments to Underwriters
Conduct Risk Awareness/Management presentations
Assist client with reports required on a once-off basis
Management of Intermediary Claims, which includes registering of claims, assessing liability and evaluate quantum of claims made/notified, resist ambiguous claimants, compiling claims triangulations, negotiate settlement on behalf of Underwriters, appoint loss adjusters and attorneys where necessary and submission of claims statistics to Underwriters on a monthly basis
Provide free claims advice
Inform clients of claims procedures and handle claims accordingly
Provide newsletters and insurance updates to clients upon request
Manage and Monitor the binding facility by engaging experienced staff and third party services

In addition to the above, duties and responsibilities also included the following:-

Compliance with service, renewal, claims and new business minimum operating standards
Effective control of finances and profitability
Preparation and forecast of annual budgets for my area
Preparation and presentation of broking submissions to Underwriters
Preparation and presentation of insurance reports to clients
Preparation of business plans
Marketing of our services and products to clients
Pursuing lost business
Presenting our company at general annual conventions or seminars hosted by our third party service providers 
Achievement of new business targets
Credit control
Attendance to monthly variance reports
Compiling new and cancelled business reports
Retention of existing clients through implementing and documenting retention strategies, networking and building key relationships
Maximisation of growth from existing clients through up-sell and cross-sell and enhanced services
Development and maintenance of good relationships with Underwriters and Clients 
Talent Management – Successful management of staff performance through implementation of performance contracts, ongoing development of staff through individual development plans, group training, workshops etc.

Payroll cut-off date,When is time to process input for process, that's where i find a lot of pressure because i'll be receiving some documents from HR Officers to process in the system before they can go to Payroll for payment. Another pressure from external client requesting some documents for current employees and confirming employment while busy with payroll input.

But i learned to take it easy all time because i don't wanna make any mistake, to find out at the end of the month 1 of our employees dont get paid, i always make sure that i double check my work so i can be more accurate and carefull.

My co-workers are very helpful all time and always assist each other regarding everything.

I don't find my job the hardest job as im used to it and used to the pressure im on every month.

I do enjoy my job because i know what to do and i know the system very well as i went to the training.

A typical day at work is always hard work, extra effort, and going the extra mile. You will always learn something new as you are never too old to learn. I have learned that team work is always required to meet your company goals and targets. Management has always been willing to assist with any issues or problems even personal. Co-workers are all diverse people who understand each others culture and beliefs and respect each other.
The hardest part of my job was always maintaing a 3% abandoned rate in the call centre due to unforseen circumstances e.g The Fax problem from Edcon.
The most enjoyable part of work was always service excellence and satisfying the clients needs. A happy client is satisfaction to any worker.

Aon South Africa was one of the best companies that I worked for.   I was given a number of opportunities to apply my skill set around change management and employee engagement.   I loved driving practises that improved the working environment whilst at the same time working with my international colleagues by implementing HR projects like Stars @ Aon.  My HR director was very supportive and he gave me the autonomy to run the HR and Employee Engagement function as I saw fit.  Aon is made up on various acquisition businesses and as such people were not always on the same page with regards to how things should be done. I learnt a lot about internal communication, employee engagement and running several projects which enhanced the overall employee value proposition.

I learned to load policies,proceess renewals,endorsements,cancellations and indorsements from different instructors,learnt to work independently and under a team,learnt to work well under pressure and learnt to be assertive.

The management at Aon was quite nice to work with,they are highly qualified professionals.

My co workers were the funniest people to work with and also very hard working individuals who inspired me to look foward for work everyday and also look foward to the challenges that comes with work and life in general.

I enjoyed every part of the job,from the filling to the converting and all else.

Aon South Africa is one of the biggest Insurance broker's. My co-workers were wonderful people to work with as it was my first job as a graduate they guided me through the daily requirements for our division as i worked in finance department. Everyday was hectic trying to meet deadline which ensures that the stakeholders are happy and we meet production target. Management was helpful and easy to addentify who holds which position as we would have meetings every 3 months at most. I've learned descipline, team effort and most importantly respect amongst each other.

Socialise with colleagues, work pro-actively.
Learned how to be a team player, I'm now more accurate with the systems got alot of compliments from clients due to productivity.
Very friendly and productive has a sense of humour and very influencial.
representable, comply with the regulations/business conduct.
It gets very hectic from time to time, but it's manageable.
There are no short notices and the deadlines are not regularly demanded.

	Underwriting policies
	Quality check(update commission, sasria, broker fee and  premiums) and spreadsheet auditing)
	Capturing confirmation of cover letters
	Loading branch policies
	Checking branch policies
	Managing and testing System development
	Team leader(Team management which includes managing projects)
	Informing clients about the changes based on their premiums
	Updating team states and register
	Administration(Filing and Archiving, Emailing, Faxing, Scanning and printing)
	Communicating with clients concerning covers
	Providing system training for new learners
Year:                                                  Currently

Check your diary and calendar for meetings. Check mail folder for incoming mail and new claims. Register new claims appoint assessors or send claims documentation to insurers. At the end of each month you have to formulate the new claims reports using your Excel skills. Attend to cleint queries and solve the problems they have. Management provide technical support.

We have a happy and friendly office enviroment .The volume of work can sometimes get you down. Being a claims clerk is challenging and you have to gain technical knowledge and computer skills.

A typical day at work is that I’m a desktop engineer responsible for installing, maintaining, and troubleshooting desktop computers and related technologies in our organisation. My role ensures that end users have reliable access to hardware and software needed for their work. I Install, configure and repair desktops, laptops, monitors, printers, and other peripherals.

AON is a recognised top employer in South Africa and is strong focus on learning, growth and professionalism 

The most enjoyable part of the job is having a supportive team that works together to achieve their goals 

Top Job Titles	Average Salary
Senior broker 1 salary reported	R 450 per day
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Senior client manager 1 salary reported	R 350 per day
Customer service representative 2 salaries reported	R 350 per day
Claims manager 2 salaries reported	R 350 per hour

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