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The Client Service Advisor will be primarily responsible for providing a high quality, innovative and profitable service in accordance with the client's needs.
National - National provides risk solutions to businesses across a large number of sectors within the UK. Typically, clients will be either a national or a multinational company, with a presence in no more than 10 overseas territories; the CEO and CFO's will be looking for a local relationship with their broker, who can provide a tailored approach.
National clients typically require bespoke insurance programmes and associated risk management and risk transfer services. Besides being the insurance broker, the National team provides clients with a claims service and advice on risk management across most industries, with specialisms in real estate, public sector, food and drink and retail and wholesale.
About the Role
As a Client Service Advisor some of your key responsibilities will include:
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, and communicating terms of settlement to Client, ensure 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 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,
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. Act as an escalation point for colleagues in relation to contract certainty queries, mentors others as appropriate.
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.
As a Client Service Advisor your skills and qualifications will ideally include:
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
Embrace change and react positively
Salary & Benefits
This role offers a competitive salary, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits, you will also have the opportunity to choose additional benefits, including healthcare, childcare vouchers and additional holiday.
Our Colleague Experience
Every day, our colleagues make a difference, work with the best, own their potential, and value one another. Together, we share this one purpose: to empower economic and human possibility around the world. This unifying goal is at the heart of our identity, and it lives in everything we do. To learn more about our colleague experience, visit Aon Colleague Experience.
We're happy to talk flexible working. If you need to flex your working pattern, Aon offers flexible and agile working policies and we're happy to discuss options with you upon application
Headquartered in London, Aon Plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
Aon is an equal opportunities employer. Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria.