Client Service Advisor

Aon; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

Aon is seeking a Client Service Advisor for its Financial Services Group in London. This role involves providing exceptional service to clients in the insurance sector, with responsibilities ranging from client meetings to document preparation. Ideal candidates will have strong organisational and communication skills, and a proactive approach to problem-solving. Aon offers a flexible working environment, encouraging personal development and well-being.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Flexible working solutions

Qualifications

• Background in insurance beneficial but not essential.
• Proactive approach to problem solving.
• Good working knowledge of Microsoft systems.

Responsibilities

• Ensure high level of service to assigned clients.
• Attend meetings to understand client insurance requirements.
• Contribute to client documents and reports.

Skills

Organisational skills

Problem solving

Communication skills

Adaptability

Team player

Education

ACII qualification or willingness to work towards it

Tools

Microsoft Word

Microsoft Excel

Job description

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 Group
• Work 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 required
• Communicate terms of settlement to clients, ensure premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards
• Liaise and interact with broking colleagues in the Global Broking Centre and the wider Aon network
• Take ownership of problems and their resolution, seeking assistance where necessary
• Complying 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 essential
• Proactive approach to problem solving and eagerness to develop a career in the insurance industry
• Excellent organisational skills
• Good oral and written communication skills
• Good working knowledge of Microsoft systems including Word and Excel
• Being adaptable, focussed and self-disciplined
• Ability to positively engage clients
• A team player who strives for continued personal development
• Ability to work efficiently within a structured process
• ACII 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 [e-mail]

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.

#LI-LW1

#LI-hybrid

2025-89766 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 Group
• Work 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 required
• Communicate terms of settlement to clients, ensure premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards
• Liaise and interact with broking colleagues in the Global Broking Centre and the wider Aon network
• Take ownership of problems and their resolution, seeking assistance where necessary
• Complying 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 essential
• Proactive approach to problem solving and eagerness to develop a career in the insurance industry
• Excellent organisational skills
• Good oral and written communication skills
• Good working knowledge of Microsoft systems including Word and Excel
• Being adaptable, focussed and self-disciplined
• Ability to positively engage clients
• A team player who strives for continued personal development
• Ability to work efficiently within a structured process
• ACII 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 [e-mail]

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.

#LI-LW1

#LI-hybrid