Client Service Advisor - Corporate Insurance

LGBT Great; Birmingham; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Service Advisor to join their dynamic team in Birmingham. This hybrid role offers the chance to work both virtually and in the office, providing flexibility and a supportive environment. The successful candidate will work closely with Client Managers to deliver exceptional service, negotiate terms, and develop client relationships. With a focus on continuous learning and a commitment to diversity, this role offers a unique opportunity to grow within a global leader in corporate insurance. If you're passionate about the insurance industry and eager to make a difference, this is the perfect opportunity for you.

Benefits

Global Wellbeing Days

Comprehensive benefits package

Flexible working environment

Continuous learning culture

Qualifications

• Experience handling large corporate clients is preferred.
• Understanding of FCA Principles and Procedures is essential.

Responsibilities

• Liaise with Client Managers to ensure high service levels.
• Negotiate terms and prepare comprehensive marketing presentations.

Skills

Insurance experience

Negotiation skills

Client management

Technical knowledge in Property/Casualty

Organizational skills

Ability to embrace change

Education

ACII or equivalent

Job description

Client Service Advisor – Corporate Insurance Birmingham

Are you looking for your next step within the insurance industry? Would you like to excel with a global leading broker?

Aon Corporate are now recruiting for a Client Service Advisor, this is a hybrid role with the flexibility to work both virtually and two days a week from our Birmingham office.

This is a fantastic opportunity to join our very experienced team in Aon Birmingham, with our team members enthusiastic to share their knowledge and develop colleagues in our business.

Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, 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

• A Client Service Advisor works with Client Managers 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, as required including visits to Clients, and communicating terms of settlement to Client.
• Identify potential improvements in Client risk & insurance programme design and make recommendations to Client Manager, and implement recommended changes for Clients if required.
• Negotiate new business terms, renewal terms, Mid Term adjustments and cover extensions. Undertake negotiations with insurers as agreed, marketing & negotiating terms Aon Facilities as required – fully support the broking function to achieve optimum solution for the client.
• Preparation of comprehensive marketing presentations and the renewal report, working with the Broking Managers to prepare 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 ongoing communication with the client following queries/alterations and ensure Client Manager is kept appraised of developments.
• Identify revenue development opportunities on allocated Client accounts, using knowledge of products/services in the wider Aon community, and make recommendations to Client Managers.
• Ensure contract certainty is delivered. Act as an escalation point for colleagues in relation to contract certainty queries, mentors others as appropriate.
• Professionally represent Aon, demonstrating an understanding of Corporate objectives, be seen by colleagues as someone who is supportive and helpful, and continually improve personal knowledge through appropriate training and implement appropriately.
• Take ownership of problems and their resolution, seeking assistance where necessary.
• 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.

Skills and experience that will lead to success

• ACII or equivalent is preferred but not essential
• Experience of global insurance programmes ideal – inwards and outwards
• Insurance experience required, experience handling large corporate clients preferred
• High level of FCA Principle and Procedures
• Good level of technical knowledge, especially in the major and pecuniary classes, Property / Casualty and Combined
• Organised, with the ability to prioritise work, delivering accurately and on time
• Embrace change and react positively

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 [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.

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