Overview

Position Title: Client Service Advisor III

Company: Aon

Location: Epsom, UK

Job Description:

The role of our team is to provide global client management and to identify and coordinate growth and retention efforts across Aon. The team is made up of almost 500 colleagues in offices across the UK, looking after over 2500 clients. National has 15 UK locations, which are grouped into four areas and led by an area director, in addition to our Real Estate business.

Responsibilities: 

  • 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;
  • Preparation of renewal submission where appropriate;
  • Compliant issuance of renewal report, policy documentation and all other client documentation required by the Client Manager, where appropriate;
  • 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;
  • Adherence to business processes, systems and procedures (including usage of e.g. applicable client service model, Salesforce.com, applicable trading platforms and application of Aon insurer security policies where relevant);
  • Being aware of regulatory requirements and comply with them;
  • Allocation of team resources;
  • Performance management and development of direct reports including regular reviews;
  • Responsibility 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.

Requirement:

  • Experience in dealing with Corporate or Global Risk business;
  • 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 motivate colleagues and strong team management 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;
  • Polite, professional and a clear communicator;
  • Lotus Notes, MS Office, Internet.

About Aon

We exist to shape decisions for the better—to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.