Account Handler / Client Service Advisor - Commercial Insurance

Client Service Advisor – Leeds, UK

We’re Hiring!

Are you an experienced Client Service Advisor looking for a challenging and exciting role? Aon’s new South Central Advisory team may have the opportunity you are looking for!

This is a hybrid role with the flexibility to work both virtually from home and from our brand new South Central Leeds office. We can also provide the option of attending our Harrogate office if this location is preferred.

Aon, are currently recruiting for a Client Service Advisor to join our team in Leeds South Central. This role is a hybrid role – office and home-based working. The Client Service Advisor is responsible for co-ordinating and managing the provision of service to their clients drawing upon designated service teams and specialist resources.

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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Aon Advisory provides risk solutions to businesses across a large number of sectors within the UK. Typically, clients will be either be an SME or corporate company with a premium spend of between £10,000 and £250,000 The CEO and CFO’s will be looking for a local relationship with their broker, who can provide a tailored approach.

Advisory clients typically require bespoke insurance programmes and associated risk management and risk transfer services. Besides being the insurance broker, the team provides clients with a claims service and advice on risk management across most industries, with specialisms in real estate, food and drink, fuel distribution, retail and manufacturing.

The successful candidate will work alongside the 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 etc., as required including visits to Clients, and communicating terms of settlement to Client, ensure premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards.

Identify potential improvements in Client risk & insurance programme design and make recommendations to the 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, mentors others as appropriate.

Professionally represent Aon, demonstrating an understanding of Corporate objectives, be seen by colleagues as someone who is supportive and helpful, and continually improve personal knowledge through appropriate training and implement appropriately.

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

Skills and experience that will lead to success

• ACII or equivalent is preferred but not essential
• Proven experience in the insurance industry, with experience in client relationship management and the core lines of commercial risks is essential.
• Strong Insurer Relationships
• Commercial understanding of business i.e. market forces, business drivers, market dynamics, competitors and risks, etc.
• 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

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... and we are all for it. We call this Smart Working!

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.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com

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.

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