Insurance Client Service Advisor

3 days ago

Leeds, United Kingdom Aon Corporation Full time

Posting Description:
**Client Service Advisor - Commercial Insurance
- (Leeds, UK)**

**We’re Hiring**

Are you looking for an exciting new challenge? Do you enjoy working in a busy broking environment with development opportunities?

Aon have a fulfilling Client Service Advisor position in our Tingley based broking team, working alongside our broking and technical directors. This role is a hybrid role - office and home-based working

**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**

Our Aon Advisory business provides risk solutions to businesses across a large number of sectors within the UK. Typically, clients will be a mid-market company, requiring bespoke insurance programmes with key client contacts looking for a local relationship with their broker, who can provide a tailored approach.

Work with Client Managers to ensure the highest level of service to each assigned Client. This includes liaising with Client Managers to fully understand the Client’s business and insurance requirements, contributing to the formulation of the Service Plan, Reports, Presentations and any other client documents etc., as required including visits to Clients, ensuring premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards.

Identify potential improvements in Client risk & insurance programme design and make recommendations to Client Manager, and implement recommended changes for Clients if required.

Negotiate new business terms, renewal terms, Mid Term adjustments and cover extensions. Undertake negotiations with insurers as agreed, marketing & negotiating terms Aon Facilities as required - fully support the client managers to achieve optimum solution for the client.

Preparation of comprehensive marketing presentations and the renewal report, preparing 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,

Provide on-going communication with the client following queries/alterations and ensure Client Manager is kept appraised of developments.

Identify revenue development opportunities on allocated Client accounts, using knowledge of products/services in the wider Aon community, and make recommendations to Client Managers.

Ensure contract certainty is delivered.

Professionally represent Aon, demonstrating an understanding of Corporate objectives, be seen by colleagues as someone who is supportive and helpful, and continually improve personal knowledge through appropriate training and implement appropriately.

Take ownership of problems and their resolution, seeking assistance where necessary.

Comply with regulatory and other standards as directed by line management, and 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**
- ACII or equivalent is preferred but not essential
- Insurance experience required, ideally gained at an insurance broker
- High level of FCA Principle and Procedures
- Good level of technical knowledge, especially in the major and pecuniary classes, Property / Casualty and Combined
- Organised, with the ability to prioritise work, delivering accurately and on time

**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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