Client Service Advisor - Financial Services Group, Apex (Chelmsford, UK)
Aon APEX is currently recruiting a Client Service Advisor to join our Apex Financial Services Group team in Chelmsford. The CSA will be primarily responsible for delivering high quality and efficient service to our Financial Risk clients.
Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
Aon is an equal opportunities employer. Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria.
About the Role
As a CSA some of your key responsibilities will involve:
Efficient delivery of all client facing transactional service activities
Pro-actively assisting in the day to day running of Client’s risk and insurance programmes
Ensuring that the output from outsourced activities achieves the required quality levels in accordance with agreements with clients
Preparation of renewal submission where appropriate
Compliant issuance of renewal report, policy documentation and all other client documentation required by the Client Manager, where appropriate
In conjunction with the Client Manager you will meet clients and produce meeting minutes where appropriate
Manage claims as required and produce claims analysis reports for clients
Produce Benchmarking data as and when required
Delivering the co-ordination of global service, where appropriate, as directed by the Client Manager
Contributing pro-actively to client satisfaction, retention and profitability as determined by the Client Manager
Adherence to business processes, systems and procedures (including usage of e.g. applicable client service model, Salesforce.com, GRIP, Ri3k/applicable trading platforms and application of Aon insurer security policies where relevant)
Being aware of regulatory requirements and comply with them
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.
As a Client Service Advisor your skills and qualifications will ideally include:
Ability to positively engage clients
Strong experience of the insurance industry
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