Account Handler, (Chelmsford)
Aon’s UK Retail business is currently recruiting a Client Service Advisor (Account Handler) to join our Aon Global Client Network team. This is a hybrid role with the flexibility to work both virtually and from our Chelmsford office. You will have the opportunity to work on a diverse portfolio of clients, collaborating with Aon colleagues internationally.
The Aon Global Client Network operates in 120 countries and is unlike any other industry. AGCN handles some of the largest clients in the world. We, the UK part of AGCN, handle the subsidiaries of these global companies that have a presence within the UK and assist them with all risk solutions. The AGCN team is vibrant, driven, and impactful; we share best practices and support each other. Working with numerous Aon offices around the world, you will have the opportunity to create a wide network of colleagues.
You will have the full support of the team and management; career development is at the fore of the team, and we will assist you in developing your skills to further progress your career at Aon.
What the day will look like
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:
1. 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.
2. Formulate questionnaires, reports, presentations, and any other client documents as required, including visits to Clients.
3. Communicate terms of settlement to Client, ensure premiums are debited (and allocated appropriately where vital), and assist with maintenance of credit control standards.
4. Comply with regulatory and other standards as advised by line management.
5. Understand and follow ICOBS rules, Sarbanes Oxley, BiPar, and Aon business procedures.
6. Take ownership of problems and their resolution, seeking assistance where vital.
7. Update Aon systems (such as working documents, Acturis) per agreed parameters.
8. Identify potential improvements in Client risk & insurance programme design and make recommendations.
9. Implement recommended changes for Clients, if required.
10. Negotiate renewal terms, Mid Term adjustments, and cover extensions.
11. Undertake negotiations with insurers as agreed, marketing & negotiating terms with the Aon Facilities as required.
12. Preparation of comprehensive marketing presentations and the renewal report, working with the Broking Managers to prepare full cover comparisons as required.
13. Build and develop effective working relationships with Insurers and differentiate with the Client.
14. Co-ordinate global programmes and effectively connect with the global network and Global Risks.
15. Provide ongoing communication with the client following queries/alterations and ensure Client is kept appraised of developments.
16. Identify revenue development opportunities on allocated Client accounts and make recommendations.
17. Ensure contract certainty is delivered and act as a critical issue point for colleagues in relation to contract certainty queries.
18. Responsible for working in accordance with the Aon UK Limited Risk Management Framework and compliance with the Aon UK Limited policies.
Skills and experience that will lead to success
Commercial insurance experience is desirable and an advantage, but we are happy to look at candidates with personal lines experience. Working towards or have the desire to undertake Insurance exams is preferred. You should be organized, with the ability to prioritize work, delivering accurately and on time. A high level of FCA Principles and Procedures is desirable.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Our agile, inclusive environment allows you to manage your wellbeing and work/life balance. 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 recognize 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.
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