• Client Service Advisor - Financial Services Group - APEX

    Requisition ID 2445148
    Job Family GB-ESS-Chelmsford
  • Posting Description

    2445148 - Client Service Advisor - Financial Services Group (APEX), (Chelmsford, UK)


    We’re hiring!


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


    About Aon


    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.


    About the Role


    As a Client Service Advisor some of your key responsibilities will involve:


    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

    Address credit control/account queries / Manage debt collection

    Client Account set-up

    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, Salesforce.com, 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


    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.


    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



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