• Insurance Client Service Advisor - Financial Services Group

    Requisition ID 2441777
    Job Family GB-ESS-Chelmsford
  • Posting Description

    2441777 - 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.

     

    APEX

     

    APEX is an ARS UK business working with large financial institutions and professional services organisations, such as large legal firms, Banks,  building societies, insurance companies and asset managers.

     

    About the Role

     

    Your impact as a Client Service Advisor:

     

    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.

     

    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.

     

    About you

     

    Your knowledge and expertise:

     

    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 also offer tremendous potential with a growing worldwide organisation.

     

    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’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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