Client Service Advisor - SME Insurance (Glasgow)
Client Service Advisor - SME Insurance (Glasgow)

Client Service Advisor - SME Insurance (Glasgow)

Glasgow Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse portfolio of SME clients and deliver exceptional service daily.
  • Company: Join Aon, a global leader in insurance brokerage with a commitment to better decision-making.
  • Benefits: Enjoy hybrid work flexibility, comprehensive benefits, and two Global Wellbeing Days each year.
  • Why this job: Experience a dynamic work environment with varied challenges and opportunities for professional growth.
  • Qualifications: Strong communication skills and a good understanding of commercial risks are essential.
  • Other info: Aon promotes an inclusive culture and offers support for personal wellbeing and work/life balance.

The predicted salary is between 28800 - 43200 £ per year.

Client Service Advisor – SME Insurance, Glasgow

Do you thrive in a client-focused environment where delivering exceptional service is at the heart of everything you do?

Are you ready to apply your commercial insurance expertise with a global leader and take the next step in your career?

This hybrid role offers the flexibility to work both virtually and from our Glasgow office.

You\’ll be managing a portfolio of SME clients, each presenting distinct risk profiles and a broad mix of insurance needs. Working in a high-volume team within the small to medium business sector means engaging with a wide range of clients and challenges-making every day varied and rewarding.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

We deal with a wide variety of SME risks, managing a varied portfolio of clients with exposure to a wide variety of products. We are a high-volume team, as the clients that we deal with are in the small to medium sector, which gives us a good variety of clients and risks.

  • To work closely with Appointed Representatives to ensure the highest level of service to each assigned Client in line with the agreed Service Levels and KPI\’s
  • Develop and maintain strong relationships with Appointed Representatives to facilitate smooth brokerage operations
  • Comply with regulatory and other standards as directed by line management
  • Process and manage transactions, ensuring accuracy and compliance with company policies and industry regulations
  • Work with internal teams to resolve issues and enhance service delivery
  • Manage your own book of business, dealing with clients through the full renewal cycle to provide consistency of service
  • Participate in continuous professional development
  • Consider improvements in Client risk & insurance programme design
  • Negotiate with insurers to secure renewal terms, process Mid Term adjustments and cover extensions when required and deal with day-to-day enquiries
  • Identify revenue development opportunities on allocated Client accounts and make recommendations to Appointed Representatives
  • Professionally represent Aon, demonstrating an understanding of Corporate objectives

How this opportunity is different

By joining Aon, you will become part of one of the world\’s leading insurance brokers with offices all around the world. We offer a wide-ranging benefits package and will recognise and support ways to balance your personal needs alongside the needs of our business. You will work closely with colleagues in our Glasgow office as well as those around the UK.

Skills and experience that will lead to success

  • Good awareness of FCA principles and Aon\’s own Principles and Procedures
  • Good level of technical knowledge in all commercial risks
  • Good communication skills
  • Very organised, with the ability to prioritise so work is delivered accurately and on time

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

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

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

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Client Service Advisor - SME Insurance (Glasgow) employer: Ohio Society of CPAs

Aon is an exceptional employer that prioritises client service and employee wellbeing, offering a hybrid work environment in Glasgow that fosters flexibility and work-life balance. With a strong commitment to professional development and an inclusive culture, Aon empowers its employees to thrive while managing diverse SME insurance portfolios, ensuring every day is both challenging and rewarding. The comprehensive benefits package, including Global Wellbeing Days, reflects Aon's dedication to supporting its colleagues in achieving their fullest potential.
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Contact Detail:

Ohio Society of CPAs Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Service Advisor - SME Insurance (Glasgow)

✨Tip Number 1

Familiarise yourself with the specific insurance products and services that Aon offers, especially those tailored for SME clients. This knowledge will help you engage confidently during interviews and demonstrate your understanding of their client base.

✨Tip Number 2

Network with current or former employees of Aon, particularly those in similar roles. They can provide valuable insights into the company culture and expectations, which can be beneficial when preparing for your interview.

✨Tip Number 3

Brush up on your knowledge of FCA principles and regulations relevant to commercial insurance. Being well-versed in these areas will not only boost your confidence but also show your commitment to compliance and best practices.

✨Tip Number 4

Prepare examples from your past experience that highlight your ability to manage client relationships and resolve issues effectively. This role requires strong communication skills, so showcasing your interpersonal abilities will set you apart.

We think you need these skills to ace Client Service Advisor - SME Insurance (Glasgow)

Client Relationship Management
Commercial Insurance Knowledge
FCA Principles Awareness
Technical Knowledge of Commercial Risks
Strong Communication Skills
Organisational Skills
Time Management
Negotiation Skills
Regulatory Compliance
Problem-Solving Skills
Attention to Detail
Portfolio Management
Continuous Professional Development
Revenue Development Identification

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to grasp the key responsibilities and skills required for the Client Service Advisor position. Tailor your application to highlight your relevant experience in commercial insurance and client service.

Highlight Relevant Experience: In your CV and cover letter, emphasise your previous roles that involved managing client portfolios, particularly in the SME sector. Use specific examples to demonstrate your ability to handle diverse insurance needs and deliver exceptional service.

Showcase Communication Skills: Since strong communication is crucial for this role, ensure your application reflects your ability to engage with clients effectively. Mention any experience you have in negotiating with insurers or collaborating with internal teams to resolve issues.

Tailor Your Cover Letter: Craft a personalised cover letter that connects your skills and experiences to Aon's values and objectives. Express your enthusiasm for joining a global leader in insurance and how you can contribute to their mission of better decision-making.

How to prepare for a job interview at Ohio Society of CPAs

✨Understand the Company Culture

Before your interview, take some time to research Aon's company culture. Familiarise yourself with their values and mission, especially their commitment to inclusivity and client service. This will help you align your answers with what they value most.

✨Showcase Your Technical Knowledge

As a Client Service Advisor, you'll need a solid understanding of commercial insurance. Be prepared to discuss your technical knowledge and experience with various insurance products. Highlight any specific examples where you've successfully managed client portfolios or navigated complex insurance needs.

✨Demonstrate Strong Communication Skills

Effective communication is key in this role. During the interview, practice clear and concise responses. Use examples from your past experiences to illustrate how you've built relationships with clients and resolved issues, showcasing your ability to communicate effectively under pressure.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving skills and ability to handle high-volume client interactions. Think of situations where you've had to prioritise tasks or negotiate terms with insurers, and be ready to explain your thought process and outcomes.

Client Service Advisor - SME Insurance (Glasgow)
Ohio Society of CPAs
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