Client Service Advisor - Cyber
Core
Support existing clients and new business opportunities in the Cyber and PI Tech practice by managing the full client lifecycle, preparing quotes, and coordinating renewals.
Role type
Client Service Advisor (Cyber & PI Tech)
Builds
Client retention and new business support for short-term insurance
Domain
Insurance (Cyber, Professional Indemnity, Technology, IP, AI)
Required skills
Short-term insurance broking, client lifecycle management, quote preparation, needs analysis, insurer liaison, claims coordination, invoicing and credit control
Preferred skills
Cyber insurance knowledge, financial lines insurance, South African short-term insurance market, FSCA registration, cyber/risk management degree
Technologies
Digital systems for client records
Responsibilities
Act as primary point of contact for allocated clients, support full client lifecycle including new business and renewals, prepare quote requests and market submissions, support needs analysis for appropriate cover, prepare renewal documentation, coordinate renewal notices and meetings, communicate with insurers regarding coverage and negotiations, support invoicing and credit control, provide initial incident and claims coordination, contribute to client planning meetings, coordinate internal leads for cross-selling, liaise with outsourced service partners
Seniority
Mid-level (2–5 years experience)