ResponsibilitiesClient Service Advisor – Corporate Insurance (Reading, UK)
Aon’s UK Retail business are currently recruiting a Client Service Advisor to join our team based in Reading.
The Client Service Advisor will be primarily responsible for providing a high quality, innovative and profitable service in accordance with the client’s needs.
Corporate 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 multiple overseas territories; the CEO and CFO’s will be looking for a local relationship with their broker, who can provide a tailored approach.
Corporate clients typically require bespoke insurance programmes and associated risk management and risk transfer services. Besides being the insurance broker, the Corporate team provides clients with a claims service and advice on risk management across most industries, with specialisms in real estate, food and drink, tech, 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, make recommendations to Client service team and implement recommended changes for Clients if required.
Negotiate quotations, renewal terms, mid-term adjustments and cover extensions. Undertake negotiations with insurers as agreed, marketing & negotiating terms with the insurance market and 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 the client service team are 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 the client service team.
Ensure contract certainty is delivered. Act as an escalation point for colleagues in relation to contract certainty queries.
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
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.