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Client Service Specialist - Leeds
Are you an experienced broker looking for a challenging and exciting role? Aon's Leeds Advisory team may have the opportunity you are looking for!
This is a hybrid role with the flexibility to work both virtually and from our brand-new South Central, Leeds office.
About the role
Advisory provides risk solutions to commercial businesses across a variety of sectors within the UK. Typically, clients will be either a national or a multinational company, with a presence in no more than 10 overseas territories; the CEO and CFO's will be looking for a local relationship with their broker, who can provide a tailored approach.
Our clients typically require bespoke insurance programmes, associated risk management and risk transfer services. Besides being the insurance broker, the Advisory team provides clients with a claims service and advice on risk management across most industries, with specialisms in real estate, public sector, food and drink and retail and wholesale.
The Client Service Specialist is responsible for co-ordinating and leading the provision of service to their clients, drawing upon designated service teams and specialist resources as well as providing support and mentoring within a team of Client Service Advisors.
What the day will look like
* Working with Client Managers and Directors 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.
* 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. Broking negotiations with insurers as agreed, marketing & negotiating terms through Aon Facilities as required.
* Preparation of comprehensive marketing presentations and the renewal report, preparing 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.
* Comply with regulatory and other standards as directed by line management, and 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.
* Identify and introduce Aon's products and services to meet the client's needs and understand and communicate each Client's business issues and needs to the service team and other parts of Aon.
* Build client relationships with key decision-makers.
* Assist the Client Directors and Client Managers to grow the revenue and profitability of your client portfolio.
* Mentoring and support to less experienced Client Service Advisors within the team.
* Involvement and leading of Pre Renewal Internal Discovery Meetings, including comprehensive review of clients insurance programme.
Skills and experience that will lead to success
* Experience handling complex, commercial insurance risks is desirable.
* Commercial understanding of business i.e. market forces, business drivers, market dynamics, competitors and risks, etc.
* Strong insurer networks and negotiation skills for broking risks.
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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