Client Service Adviser
Glasgow, Lanarkshire, GB
9h ago

About the Role

  • As an Insurance Client Service Advisor some of your key responsibilities will involve;
  • Working with Client Managers to ensure the highest level of service to each assigned Client in line with the agreed SoSA and Client Promise Plan.
  • Liaise with Client Managers to fully understand the Client's business and insurance requirements.
  • Contribute to the formulation of the Service Plan, 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 ICOB rules, Sarbannes-Oxley, BiPar and Aon business procedures.
  • Take ownership of problems and their resolution, seeking assistance where necessary.
  • Update Aon systems (such as working documents, GRIP) per agreed parameters.
  • Identify improvements in Client risk & insurance programme design.
  • Identify potential improvements in programme design for Clients and make recommendations to Client Manager.
  • Implement recommended changes for Clients, if required.
  • Negotiating renewal terms, Mid Term adjustments and cover extensions.
  • Come fully prepared for the internal renewal strategy meeting.
  • 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.
  • About you

  • As an Insurance Client Service Advisor our skills and qualifications will ideally include;
  • Experience gained in the insurance industry, dealing with cross class commercial business
  • Global placement / technical ability would be an advantage
  • Understanding the insurance market dynamics.
  • Strong technical knowledge in all major and pecuniary classes
  • High level of knowledge of Aon products, services and systems (such as AonLine and GRIP) Good influencing, listening and communication skills Adaptable, focussed and self-disciplined driven to achieve results
  • Ability to positively engage clients
  • Ability to work efficiently within a structured process
  • Relevant technical commercial insurance knowledge
  • Demonstrate good communication, decision making and problem solving 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
  • ACII or equivalent, preferred
  • Salary and Benefits

    This role offers a competitive salary and bonus, 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.

    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.


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