Client Service Advisor

3 weeks ago

Chelmsford, United Kingdom Aon Full time

Client Service Advisor (Chelmsford or Cardiff)

Do you want to be part of a diverse, multinational. high performing team? Are you able to network, multitask, and work with our existing team to provide a high level of service to our clients? Then this may be the role for you
We are looking for a client service advisor to work on an existing book of business, working with the current team you must have a commercial insurance background and a broad knowledge across all lines of business, you must be well organised, and a strong communicator.

This is a hybrid role with the flexibility to work both virtually and from our Chelmsford or Cardiff office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Aon’s UK Retail business are currently recruiting a Client Service Advisor to join our Retail business based in Chelmsford or Cardiff. This role is a hybrid role - office and home-based working

The Client Service Advisor will be primarily responsible for providing a high quality, innovative and profitable service in accordance with the client’s needs.

As a Client Service Advisor some of your key responsibilities will include:
Provide the highest level of service to each assigned Client in line with the agreed SoSA and fully understand the Client’s business and insurance requirements.
Contribute to the formulation of, questionnaires, reports, presentations and any other
client documents etc, as required including visits to Clients.
Communicate terms of settlement to Client, ensure premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards, Comply with regulatory and other standards as directed by line management.
Understand and comply with ICOBS rules, Sarbanes Oxley, BiPar and Aon business procedures Aon UK Limited is authorised and regulated by the Financial Conduct Authority.
Take ownership of problems and their resolution, seeking assistance where necessary.
Update Aon systems (such as working documents, Acturis) per agreed parameters Identify improvements in Client risk & insurance programme design.
Identify potential improvements in programme design for Clients and make recommendations.
Implement recommended changes for Clients, if required Negotiate renewal terms, Mid Term adjustments and cover extensions.
Undertake negotiations with insurers as agreed, marketing & negotiating terms with the Aon Facilities as required, fully support the broking function to achieve optimum solution for the client.
Preparation of comprehensive marketing presentations and the renewal report, working with the Broking Managers to prepare full cover comparisons as required.
Establish and develop effective working relationships with Insurers and where appropriate, differentiating with the Client; the cover, service and industry knowledge that a specific Insurer could deliver to them.
Co-ordinate global programmes and effectively communicate with the global network and Global Risks.
Provide ongoing communication with the client following queries/alterations and ensure Client is kept appraised of developments Identify revenue development opportunities on allocated Client accounts and make recommendations.
Identify opportunities for revenue growth using knowledge of products/services in the wider Aon community.
Contribute to Client programme strategy Professionally represent Aon, demonstrating an understanding of Corporate objectives.
To continually improve personal knowledge through appropriate training and implement appropriately Contract Certainty.
Ensure contract certainty is delivered. Act as an escalation point for colleagues in relation to contract certainty queries, mentor’s others as appropriate.
Responsible for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company

How this opportunity is different

This is an exciting opportunity to join a fast paced, dynamic and welcoming team. Working closely with our existing team and a mentor you will have your own book of business networking with the whole of Aon and getting to know our colleagues across the globe.

Aon plc is the leading provider of risk management services, insurance and reinsurance brokerage and human capital and management consulting. It is through our people that we achieve our goals and we understand that only by attracting the best people and promoting their development will we remain a world leader

Skills and experience that will lead to success

Must have Motor and Lia

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