
Client Service Advisor - Professional Services Group
- London
- Permanent
- Full-time
- Working with Client Servicing Team to ensure the highest level of service to each assigned client within the Professional Services Group
- Work with Offshore teams to deliver policy documents/invoices within the required timeframes.
- Attend and arrange meetings with clients, underwriters and colleagues to fully understand the client's business and insurance requirements, specialising in Professional Indemnity, Management Liability and Cyber Insurance.
- Contribute to the formulation, preparation and formatting of the Service Plan, Renewal Reports, Presentations and any other client documents as required
- Communicate terms of settlement to clients, ensure premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards
- Liaise and interact with broking colleagues in the Global Broking Centre and the wider Aon network
- Take ownership of problems and their resolution, seeking assistance where necessary
- Complying with regulatory and other standards, as directed by line management, through updating Aon systems per agreed parameters – helping to build accurate and timely documentation, record keeping and file notes
- Identify potential improvements in programme design and revenue development opportunities for clients and make recommendations to Client Manager.
- Experience and relevant technical knowledge gained in the commercial insurance industry
- Understanding of the insurance market dynamics
- Good oral and written communication skills
- Good working knowledge of Microsoft systems including Word and Excel
- Being adaptable, focussed and self-disciplined – driven to achieve results
- Ability to positively engage clients
- A team player who strives for continued personal development
- Ability to work efficiently within a structured process
- Demonstrate good 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
- Knowledge of Aon products, services and systems and global placement/technical ability would be beneficial but not essential
- ACII or willingness to work towards this.