Client Service Advisor
3 weeks ago
Posting Description:
**Client Service Advisor**
- Are you looking for a new challenge within a supportive environment? Are you passionate about delivering a high quality and efficient service to clients? _If so, then come and join our Financial Service Group team that offers the flexibility to work both virtually and from our London/Chelmsford 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.
**How this opportunity is different**
This is a great opportunity to work across a variety of Financial Risk clients.
**What the day will look like**
As a Client Service Advisor your key responsibilities will include leading the day-to-day management and renewal of an account portfolio (made up of small sized financial institutions) supported by the Client Manager and Client Director with the management of our client relationships.
- Efficient delivery of all client-facing transactional service activities
- Pro-actively assisting in the day to day running of Client’s risk and insurance programmes
- Ensuring that the output from outsourced activities achieves the required quality levels in accordance with agreements with clients
- Pre renewal preparation and planning
- Address credit control/account queries / Handle debt collection
- Renewal preparation including; producing renewal timetables, issuance of renewal report, policy documentation and all other client documentation
- Produce Benchmarking data as and when required
- Delivering the co-ordination of global service, where appropriate, as directed by the Client Manager
- Contributing pro-actively to client satisfaction, retention and profitability as determined by the Client Manager
- Being aware of regulatory requirements and comply with them
- 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.
**Skills and experience that will lead to success**
As a Client Service Advisor your skills and experience will ideally include:
- Account handling experience obtained either in the insurance industry or other financial services
- Ability to positively engage clients
- Experience of the insurance industry and/or financial institutions,
- Experience of financial and professional risk, preferred but not essential
- Ability to work efficiently within a structured process
- Relevant technical insurance knowledge
- Demonstrate good communication, decision making, proactivity and problem-solving skills
- Strong organisational skills
- Ability to co-ordinate activities within a cross-functional team
- Ability to use insurance industry IT systems to efficiently deliver client service
- Ability to appropriately engage with relevant outsourced parties
- Compliance with regulatory and business procedures
- Progression towards Chartered Insurance qualifications
**How we support our colleagues**
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
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