Account Handler / Client Service Advisor (Chelmsford)
Account Handler / Client Service Advisor (Chelmsford)

Account Handler / Client Service Advisor (Chelmsford)

Chelmsford Full-Time 36000 - 60000 £ / year (est.) Home office possible
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At a Glance

  • Tasks: Deliver top-notch service to clients, manage insurance needs, and resolve issues effectively.
  • Company: Join Aon UK Limited, a leading firm regulated by the Financial Conduct Authority.
  • Benefits: Enjoy comprehensive training, career development support, and a collaborative team environment.
  • Why this job: Be part of a dynamic team focused on client satisfaction and professional growth.
  • Qualifications: Commercial insurance experience is a plus; personal lines experience is also welcome.
  • Other info: Opportunity for ongoing training and mentorship to boost your career in insurance.

The predicted salary is between 36000 - 60000 £ per year.

The Client Service Advisor will be primarily responsible for providing a high quality, innovative and profitable service in accordance with the client’s needs.

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

Provide the highest level of service to each assigned Client in line with the agreed SoSA and fully understand the Client’s business and insurance requirements.

Formulate questionnaires, reports, presentations and any other

client documents etc, as required including visits to Clients.

Communicate terms of settlement to Client, ensure premiums are debited (and allocated appropriately where vital) and assist with maintenance of credit control standards,

Comply with regulatory and other standards as advised by line management.

Understand and follow ICOBS rules, Sarbanes Oxley, BiPar and Aon business procedures Aon UK Limited is authorised and regulated by the Financial Conduct Authority.

Take ownership of problems and their resolution, seeking assistance where vital.

Update Aon systems (such as working documents, Acturis) per agreed parameters Identify improvements in Client risk & insurance programme design.

Identify potential improvements in programme design for Clients and make recommendations.

Implement recommended changes for Clients, if required Negotiate renewal terms, Mid Term adjustments and cover extensions.

Undertake negotiations with insurers as agreed, marketing & negotiating terms with the 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.

Build 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.

Co-ordinate global programmes and effectively connect with the global network and Global Risks.

Provide ongoing communication with the client following queries/alterations and ensure Client is kept appraised of developments Identify revenue development opportunities on allocated Client accounts and make recommendations.

See opportunities for revenue growth using knowledge of products/services in the wider Aon community.

Ensure contract certainty is delivered. Act as a critical issue point for colleagues in relation to contract certainty queries, mentor’s others as appropriate.

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

How this opportunity is different

You will join a highly engaged team that offer high levels of job satisfaction. AGCN has a phenomenal record of investing in the development of colleagues providing full support on training and coaching to maximise your career aims.

Commercial insurance experience is desirable and an advantage but happy to look at candidates that have personal lines experience

Working towards or have the desire to undertake Insurance exams.

Organised, with the ability to prioritise work, delivering accurately and on time.

High level of FCA Principle and Procedures – Desirable

Account Handler / Client Service Advisor (Chelmsford) employer: Aon's Uk Retail

Aon UK Limited is an exceptional employer located in Chelmsford, offering a dynamic work environment that prioritizes employee development and satisfaction. With a strong commitment to training and coaching, we empower our Client Service Advisors to achieve their career goals while fostering a collaborative culture that values innovation and high-quality service. Join us to be part of a team that not only supports your professional growth but also encourages meaningful contributions to client success.
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Contact Detail:

Aon's Uk Retail Recruiting Team

ReasonableAdjustments@Aon.com

StudySmarter Expert Advice 🤫

We think this is how you could land Account Handler / Client Service Advisor (Chelmsford)

✨Tip Number 1

Familiarize yourself with the key responsibilities outlined in the job description. Understanding the specific needs of clients and how to effectively communicate terms of settlement will set you apart during the interview process.

✨Tip Number 2

Research Aon’s business procedures, especially ICOBS rules and Sarbanes Oxley compliance. Being knowledgeable about these regulations will demonstrate your commitment to adhering to industry standards and your readiness to take ownership of client issues.

✨Tip Number 3

Prepare to discuss your experience with client relationship management. Highlight any past roles where you successfully built and maintained relationships, as this is crucial for a Client Service Advisor role.

✨Tip Number 4

Showcase your ability to identify revenue development opportunities. Think of examples from your previous work where you recognized potential growth areas and how you acted on them, as this aligns with the responsibilities of the position.

We think you need these skills to ace Account Handler / Client Service Advisor (Chelmsford)

Client Relationship Management
Insurance Knowledge
Regulatory Compliance
Negotiation Skills
Problem-Solving Skills
Communication Skills
Report Writing
Attention to Detail
Time Management
Analytical Skills
Presentation Skills
Team Collaboration
Risk Management
Commercial Awareness
Adaptability

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities of a Client Service Advisor. Tailor your application to highlight how your skills and experiences align with these responsibilities.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in client service or commercial insurance. Use specific examples to demonstrate your ability to provide high-quality service and manage client relationships effectively.

Showcase Your Skills: Mention any relevant skills such as negotiation, problem-solving, and communication. Provide examples of how you've successfully used these skills in past roles, especially in relation to client management and insurance.

Tailor Your Application: Customize your cover letter to reflect your understanding of Aon's values and the importance of compliance with regulatory standards. Show enthusiasm for the role and how you can contribute to the team's success.

How to prepare for a job interview at Aon's Uk Retail

✨Understand the Client's Needs

Make sure to research the company and its clients thoroughly. Be prepared to discuss how you would identify and meet their specific insurance requirements, showcasing your understanding of their business.

✨Demonstrate Communication Skills

Since the role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex information in previous roles.

✨Showcase Problem-Solving Abilities

Be ready to discuss past experiences where you took ownership of a problem and successfully resolved it. Highlight your ability to seek assistance when necessary, demonstrating teamwork and resourcefulness.

✨Highlight Your Organisational Skills

The job requires strong organisational abilities. Prepare to explain how you prioritize tasks and manage your time effectively, ensuring that you deliver accurate work on time.

Account Handler / Client Service Advisor (Chelmsford)
Aon's Uk Retail
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  • Account Handler / Client Service Advisor (Chelmsford)

    Chelmsford
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-01-07

  • A

    Aon's Uk Retail

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