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Account Handler (Client Service Advisor) - Professional Services (Chelmsford, UK)

Account Handler (Client Service Advisor) - Professional Services (Chelmsford, UK)

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Account Management


Account Handler (Client Service Advisor) - Professional Services (Chelmsford, UK)


We’re hiring!


Aon APEX is currently recruiting a Client Service Advisor to join our Apex Professional Services team in Chelmsford. The CSA will be primarily responsible for delivering high quality and efficient service to our Financial Risk clients.


About Aon


Aon plc (NYSE:AON) 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.

About the Role


As a CSA some of your key responsibilities will involve:


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

In conjunction with the Client Manager you will meet clients and produce meeting minutes where appropriate

Manage claims as required and produce claims analysis reports for clients

Produce Benchmarking data as and when required

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,, GRIP, Ri3k/applicable trading platforms and application of Aon insurer security policies where relevant)

Being aware of regulatory requirements and comply with them

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.


About you


As a Client Service Advisor your skills and qualifications will ideally include:


An Account Handling background

Ability to positively engage clients

Strong experience of the insurance industry

Strong experience of financial and professional Risk

Strong experience of insurance account handling

Ability to work efficiently within a structured process

Relevant technical 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


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 offer you


A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. 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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