Client Service Advisor / Account Handler Corporate Insurance

Are you looking for your next step within the insurance industry? Would you like to excel with a global leading broker? Aon Corporate are now recruiting for a Client Service Advisor, this is a hybrid role with the flexibility to work both virtually and two days a week from our Birmingham office.

This is a fantastic opportunity to join our very experienced team in Aon Birmingham, with our team members enthusiastic to share their knowledge and develop colleagues in our business.

What the day will look like

• A Client Service Advisor works with Client Managers to ensure the highest level of service to each assigned Client. This includes liaising with Client Managers to fully understand the Client's business and insurance requirements, contributing to the formulation of the Service Plan, Reports, Presentations and any other client documents, including visits to Clients, and communicating terms of settlement to Client, ensuring premiums are debited and allocated appropriately where necessary, and assisting with maintenance of credit control standards.
• Identify potential improvements in Client risk & insurance programme design and make recommendations to Client Manager, and implement recommended changes for Clients if required.
• Negotiate new business terms, renewal terms, Mid Term adjustments and cover extensions. Undertake negotiations with insurers as agreed, marketing & negotiating terms Aon Facilities as required – fully support the broking function to achieve optimum solution for the client.
• Preparation of comprehensive marketing presentations and the renewal report, working with the Broking Managers to prepare full cover comparisons as required.
• Establish and develop effective working relationships with Insurers and where appropriate, differentiating with the Client; the cover, service and industry knowledge that a specific Insurer could deliver to them.
• Provide on-going communication with the client following queries/alterations and ensure Client Manager is kept appraised of developments.
• Identify revenue development opportunities on allocated Client accounts, using knowledge of products/services in the wider Aon community, and make recommendations to Client Managers.
• Ensure contract certainty is delivered. Act as an escalation point for colleagues in relation to contract certainty queries, mentoring others as appropriate.
• Professionally represent Aon, demonstrating an understanding of Corporate objectives, being seen by colleagues as someone who is supportive and helpful, and continually improving personal knowledge through appropriate training.
• Take ownership of problems and their resolution, seeking assistance where necessary.
• Comply with regulatory and other standards as directed by line management, and be 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 that may adversely affect the business, interests or reputation of any Group Company.

Skills and experience that will lead to success

• ACII or equivalent is preferred but not essential.
• Experience of global insurance programmes ideal – inwards and outwards.
• Insurance experience required, experience handling large corporate clients preferred.
• High level of FCA Principle and Procedures.
• Good level of technical knowledge, especially in the major and pecuniary classes, Property / Casualty and Combined.
• Organised, with the ability to prioritise work, delivering accurately and on time.
• Embrace change and react positively.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.