Client Service Advisor

Client Service Advisor – Financial Services Group London

Are you interested in a career in the insurance industry?

 

Would you like to work for one of the leading global insurance advisory firms focusing on financial institution risk?

 

If so, then come and join our Financial Services Group here at Aon that offers the flexibility to work both virtually and from our London office!

 

 

Aon is in the business of better decisions.

 

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

As an organisation, 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

As an Insurance Client Service Advisor some of your key responsibilities will involve:

Working with Client Servicing Team to ensure the highest level of service to each assigned client within the Financial Services GroupWork 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, Crime and Cyber Insurance.Contribute to the formulation, preparation and formatting of the Service Plan, Renewal Reports, Presentations and any other client documents as requiredCommunicate terms of settlement to clients, ensure premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standardsLiaise and interact with broking colleagues in the Global Broking Centre and the wider Aon networkTake ownership of problems and their resolution, seeking assistance where necessaryComplying 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

How this opportunity is different

The Aon Financial Services team has extensive knowledge and experience which enables us to provide a suite of services and solutions to address a financial institution firms’ risk. Our clients include banks, insurance companies, investment managers and fintech clients.

 

The Client Service Advisor role will provide a pathway in to best in class client management and working with some of the UK’s household names in the Financial Institution sector.

Skills and experience that will lead to success

Your skills will ideally include;

Background in insurance will be beneficial but not essentialProactive approach to problem solving and eagerness to develop a career in the insurance industryExcellent organisational skillsGood oral and written communication skillsGood working knowledge of Microsoft systems including Word and ExcelBeing adaptable, focussed and self-disciplinedAbility to positively engage clientsA team player who strives for continued personal developmentAbility to work efficiently within a structured processACII qualification or willingness to work towards this.

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 ReasonableAccommodations@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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2025-89766