85 Client Engagement Associate jobs in the United Kingdom
Client Service Assistant
London, London
Adecco
Posted 3 days ago
Job Viewed
Job Description
Job Advertisement: Client Service Assistant
Location: London, UK
Contract Type: Temporary
Duration: 6 Months
Work Model: 4 days per week in office
Are you ready to take your career in finance to the next level? Our client, a dynamic organisation in the financial sector, is seeking a motivated and detail-oriented Client Service Assistant to join their team! This is a fantastic opportunity to support a critical project that serves a global client base spanning the UK, North America, and Asia Pacific.
As the Client Service Assistant, you will be at the heart of our operations, collaborating with a talented Client Services team to ensure projects are executed flawlessly and on time. If you thrive in a fast-paced environment, enjoy problem-solving, and have a passion for client service, this role is perfect for you!
Core Responsibilities:
- Update Spreadsheets: Manage and maintain accurate data in spreadsheets, ensuring all information is up to date.
- Review Contracts: Extract relevant information from Investment Management contracts and input it into our systems.
- Support Project Management: Assist the project manager in providing Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to the project committee.
- Engage in Project Meetings: Actively participate in discussions, raising any issues that could impact project delivery.
- Issue Management: Communicate any concerns or challenges to your management line promptly.
- Input on Projects: Contribute ideas and insights to various departmental projects.
- Reconciliation: Assist with reconciling and making necessary amendments to the client database.
- Maintain Relationships: Foster strong relationships with various Investment teams to ensure timely information flow.
Skills Required:
- Client Service Experience: A minimum of 2 years in Client Service administration within the finance industry.
- Enthusiastic Attitude: A keen and adaptable personality that thrives in a team environment.
- Communication Skills: Outstanding written and verbal communication skills to engage effectively with clients and colleagues.
- organisational Skills: Strong organisational abilities to manage multiple tasks and deadlines effectively.
- Resilience: Capability to work under pressure and meet tight deadlines without compromising quality.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)
This advertiser has chosen not to accept applicants from your region.
0
Client Service Advisor
London, London
AON
Posted 7 days ago
Job Viewed
Job Description
Client Service Advisor - London
Are you an experienced professional and ready for a new challenge?
Are you collaborative in style, yet comfortable with autonomy?
If so, then come and join our Professional 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 for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive 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 Professional 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 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 u2013 helping to build accurate and timely documentation, record keeping and file notes
Identify potential improvements in programme design and revenue development opportunities for clients and make recommendations to Client Manager.
How this opportunity is different
The Aon Professional Services team has extensive knowledge and experience which enables us to provide a suite of services and solutions which address professional service firmsu2019 risk. Our clients include law, accounting, design and construction, and consulting firms.
Skills and experience that will lead to success
Your skills will ideally include;
Experience and relevant technical knowledge gained in the commercial insurance industry
Understanding of the insurance market dynamics
Good oral and written communication skills
Good working knowledge of Microsoft systems including Word and Excel
Being adaptable, focussed and self-disciplined u2013 driven to achieve results
Ability to positively engage clients
A team player who strives for continued personal development
Ability to work efficiently within a structured process
Demonstrate good decision making and problem-solving skills
Ability to co-ordinate activities within a cross-functional team
Ability to use insurance industry IT systems to efficiently deliver client service
Ability to appropriately engage with relevant outsourced parties
Compliance with regulatory and business procedures
Knowledge of Aon products, services and systems and global placement/technical ability would be beneficial but not essential
ACII or willingness to work towards this.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-LW1
#LI-hybrid
Client Service Advisor - London
Are you an experienced professional and ready for a new challenge?
Are you collaborative in style, yet comfortable with autonomy?
If so, then come and join our Professional 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 for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive 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 Professional 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 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 u2013 helping to build accurate and timely documentation, record keeping and file notes
Identify potential improvements in programme design and revenue development opportunities for clients and make recommendations to Client Manager.
How this opportunity is different
The Aon Professional Services team has extensive knowledge and experience which enables us to provide a suite of services and solutions which address professional service firmsu2019 risk. Our clients include law, accounting, design and construction, and consulting firms.
Skills and experience that will lead to success
Your skills will ideally include;
Experience and relevant technical knowledge gained in the commercial insurance industry
Understanding of the insurance market dynamics
Good oral and written communication skills
Good working knowledge of Microsoft systems including Word and Excel
Being adaptable, focussed and self-disciplined u2013 driven to achieve results
Ability to positively engage clients
A team player who strives for continued personal development
Ability to work efficiently within a structured process
Demonstrate good decision making and problem-solving skills
Ability to co-ordinate activities within a cross-functional team
Ability to use insurance industry IT systems to efficiently deliver client service
Ability to appropriately engage with relevant outsourced parties
Compliance with regulatory and business procedures
Knowledge of Aon products, services and systems and global placement/technical ability would be beneficial but not essential
ACII or willingness to work towards this.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-LW1
#LI-hybrid
Are you an experienced professional and ready for a new challenge?
Are you collaborative in style, yet comfortable with autonomy?
If so, then come and join our Professional 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 for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive 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 Professional 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 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 u2013 helping to build accurate and timely documentation, record keeping and file notes
Identify potential improvements in programme design and revenue development opportunities for clients and make recommendations to Client Manager.
How this opportunity is different
The Aon Professional Services team has extensive knowledge and experience which enables us to provide a suite of services and solutions which address professional service firmsu2019 risk. Our clients include law, accounting, design and construction, and consulting firms.
Skills and experience that will lead to success
Your skills will ideally include;
Experience and relevant technical knowledge gained in the commercial insurance industry
Understanding of the insurance market dynamics
Good oral and written communication skills
Good working knowledge of Microsoft systems including Word and Excel
Being adaptable, focussed and self-disciplined u2013 driven to achieve results
Ability to positively engage clients
A team player who strives for continued personal development
Ability to work efficiently within a structured process
Demonstrate good decision making and problem-solving skills
Ability to co-ordinate activities within a cross-functional team
Ability to use insurance industry IT systems to efficiently deliver client service
Ability to appropriately engage with relevant outsourced parties
Compliance with regulatory and business procedures
Knowledge of Aon products, services and systems and global placement/technical ability would be beneficial but not essential
ACII or willingness to work towards this.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-LW1
#LI-hybrid
Client Service Advisor - London
Are you an experienced professional and ready for a new challenge?
Are you collaborative in style, yet comfortable with autonomy?
If so, then come and join our Professional 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 for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive 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 Professional 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 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 u2013 helping to build accurate and timely documentation, record keeping and file notes
Identify potential improvements in programme design and revenue development opportunities for clients and make recommendations to Client Manager.
How this opportunity is different
The Aon Professional Services team has extensive knowledge and experience which enables us to provide a suite of services and solutions which address professional service firmsu2019 risk. Our clients include law, accounting, design and construction, and consulting firms.
Skills and experience that will lead to success
Your skills will ideally include;
Experience and relevant technical knowledge gained in the commercial insurance industry
Understanding of the insurance market dynamics
Good oral and written communication skills
Good working knowledge of Microsoft systems including Word and Excel
Being adaptable, focussed and self-disciplined u2013 driven to achieve results
Ability to positively engage clients
A team player who strives for continued personal development
Ability to work efficiently within a structured process
Demonstrate good decision making and problem-solving skills
Ability to co-ordinate activities within a cross-functional team
Ability to use insurance industry IT systems to efficiently deliver client service
Ability to appropriately engage with relevant outsourced parties
Compliance with regulatory and business procedures
Knowledge of Aon products, services and systems and global placement/technical ability would be beneficial but not essential
ACII or willingness to work towards this.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-LW1
#LI-hybrid
This advertiser has chosen not to accept applicants from your region.
1
Client Service Advisor
London, London
AON
Posted 7 days ago
Job Viewed
Job Description
Client Service Advisor - London
Are you an experienced professional and ready for a new challenge?
Are you collaborative in style, yet comfortable with autonomy?
If so, then come and join our Professional 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 for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive 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 Professional 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 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 u2013 helping to build accurate and timely documentation, record keeping and file notes
Identify potential improvements in programme design and revenue development opportunities for clients and make recommendations to Client Manager.
How this opportunity is different
The Aon Professional Services team has extensive knowledge and experience which enables us to provide a suite of services and solutions which address professional service firmsu2019 risk. Our clients include law, accounting, design and construction, and consulting firms.
Skills and experience that will lead to success
Your skills will ideally include;
Experience and relevant technical knowledge gained in the commercial insurance industry
Understanding of the insurance market dynamics
Good oral and written communication skills
Good working knowledge of Microsoft systems including Word and Excel
Being adaptable, focussed and self-disciplined u2013 driven to achieve results
Ability to positively engage clients
A team player who strives for continued personal development
Ability to work efficiently within a structured process
Demonstrate good decision making and problem-solving skills
Ability to co-ordinate activities within a cross-functional team
Ability to use insurance industry IT systems to efficiently deliver client service
Ability to appropriately engage with relevant outsourced parties
Compliance with regulatory and business procedures
Knowledge of Aon products, services and systems and global placement/technical ability would be beneficial but not essential
ACII or willingness to work towards this.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-LW1
#LI-hybrid
Client Service Advisor - London
Are you an experienced professional and ready for a new challenge?
Are you collaborative in style, yet comfortable with autonomy?
If so, then come and join our Professional 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 for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive 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 Professional 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 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 u2013 helping to build accurate and timely documentation, record keeping and file notes
Identify potential improvements in programme design and revenue development opportunities for clients and make recommendations to Client Manager.
How this opportunity is different
The Aon Professional Services team has extensive knowledge and experience which enables us to provide a suite of services and solutions which address professional service firmsu2019 risk. Our clients include law, accounting, design and construction, and consulting firms.
Skills and experience that will lead to success
Your skills will ideally include;
Experience and relevant technical knowledge gained in the commercial insurance industry
Understanding of the insurance market dynamics
Good oral and written communication skills
Good working knowledge of Microsoft systems including Word and Excel
Being adaptable, focussed and self-disciplined u2013 driven to achieve results
Ability to positively engage clients
A team player who strives for continued personal development
Ability to work efficiently within a structured process
Demonstrate good decision making and problem-solving skills
Ability to co-ordinate activities within a cross-functional team
Ability to use insurance industry IT systems to efficiently deliver client service
Ability to appropriately engage with relevant outsourced parties
Compliance with regulatory and business procedures
Knowledge of Aon products, services and systems and global placement/technical ability would be beneficial but not essential
ACII or willingness to work towards this.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-LW1
#LI-hybrid
Are you an experienced professional and ready for a new challenge?
Are you collaborative in style, yet comfortable with autonomy?
If so, then come and join our Professional 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 for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive 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 Professional 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 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 u2013 helping to build accurate and timely documentation, record keeping and file notes
Identify potential improvements in programme design and revenue development opportunities for clients and make recommendations to Client Manager.
How this opportunity is different
The Aon Professional Services team has extensive knowledge and experience which enables us to provide a suite of services and solutions which address professional service firmsu2019 risk. Our clients include law, accounting, design and construction, and consulting firms.
Skills and experience that will lead to success
Your skills will ideally include;
Experience and relevant technical knowledge gained in the commercial insurance industry
Understanding of the insurance market dynamics
Good oral and written communication skills
Good working knowledge of Microsoft systems including Word and Excel
Being adaptable, focussed and self-disciplined u2013 driven to achieve results
Ability to positively engage clients
A team player who strives for continued personal development
Ability to work efficiently within a structured process
Demonstrate good decision making and problem-solving skills
Ability to co-ordinate activities within a cross-functional team
Ability to use insurance industry IT systems to efficiently deliver client service
Ability to appropriately engage with relevant outsourced parties
Compliance with regulatory and business procedures
Knowledge of Aon products, services and systems and global placement/technical ability would be beneficial but not essential
ACII or willingness to work towards this.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-LW1
#LI-hybrid
Client Service Advisor - London
Are you an experienced professional and ready for a new challenge?
Are you collaborative in style, yet comfortable with autonomy?
If so, then come and join our Professional 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 for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive 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 Professional 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 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 u2013 helping to build accurate and timely documentation, record keeping and file notes
Identify potential improvements in programme design and revenue development opportunities for clients and make recommendations to Client Manager.
How this opportunity is different
The Aon Professional Services team has extensive knowledge and experience which enables us to provide a suite of services and solutions which address professional service firmsu2019 risk. Our clients include law, accounting, design and construction, and consulting firms.
Skills and experience that will lead to success
Your skills will ideally include;
Experience and relevant technical knowledge gained in the commercial insurance industry
Understanding of the insurance market dynamics
Good oral and written communication skills
Good working knowledge of Microsoft systems including Word and Excel
Being adaptable, focussed and self-disciplined u2013 driven to achieve results
Ability to positively engage clients
A team player who strives for continued personal development
Ability to work efficiently within a structured process
Demonstrate good decision making and problem-solving skills
Ability to co-ordinate activities within a cross-functional team
Ability to use insurance industry IT systems to efficiently deliver client service
Ability to appropriately engage with relevant outsourced parties
Compliance with regulatory and business procedures
Knowledge of Aon products, services and systems and global placement/technical ability would be beneficial but not essential
ACII or willingness to work towards this.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-LW1
#LI-hybrid
This advertiser has chosen not to accept applicants from your region.
2
Client Service Analyst
London, London
Neuberger Berman
Posted 24 days ago
Job Viewed
Job Description
**Position Overview**
To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base across EMEA and LatAm. Work closely with the wider client services team to support clients; ensuring that all clients' requirements are met. A basic understanding of the asset management business is desired and an ability to execute on tasks in a timely manner and ensure key stakeholders are kept updated is necessary.
**Primary Responsibilities**
+ Responsible for all internal deliverables that ensure smooth team operations Direct responsibility for ensuring client reporting needs are delivered in accordance with client's requirements and our legal obligations
+ Identify & execute projects to enhance internal client service procedures and create further efficiencies
+ Responsibility for ensuring client DDQs are completed and delivered within the timeline communicated.
+ Assist with onboarding of new accounts across our range of UCITS funds and any operational set ups that come alongside this
+ Support clients with their regulatory reporting requirements across client types and geographies
+ Liaise and establish strong relationships with internal support teams to ensure client servicing needs are met
**Key Requirements / Qualifications** (essential unless stated)
+ 0-1 years of relevant industry experience
+ Knowledge of equity and fixed income strategies preferred
+ Excellent presentation, writing and oral communication skills
+ A proven ability to build and develop strong internal and external relationships
+ Team player and highly motivated. Highly organized, creative, enthusiastic, self-starter,
+ Strong analytical and problem solving, coordination skills
+ Proficient in Microsoft Word, Excel, PowerPoint
_Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base across EMEA and LatAm. Work closely with the wider client services team to support clients; ensuring that all clients' requirements are met. A basic understanding of the asset management business is desired and an ability to execute on tasks in a timely manner and ensure key stakeholders are kept updated is necessary.
**Primary Responsibilities**
+ Responsible for all internal deliverables that ensure smooth team operations Direct responsibility for ensuring client reporting needs are delivered in accordance with client's requirements and our legal obligations
+ Identify & execute projects to enhance internal client service procedures and create further efficiencies
+ Responsibility for ensuring client DDQs are completed and delivered within the timeline communicated.
+ Assist with onboarding of new accounts across our range of UCITS funds and any operational set ups that come alongside this
+ Support clients with their regulatory reporting requirements across client types and geographies
+ Liaise and establish strong relationships with internal support teams to ensure client servicing needs are met
**Key Requirements / Qualifications** (essential unless stated)
+ 0-1 years of relevant industry experience
+ Knowledge of equity and fixed income strategies preferred
+ Excellent presentation, writing and oral communication skills
+ A proven ability to build and develop strong internal and external relationships
+ Team player and highly motivated. Highly organized, creative, enthusiastic, self-starter,
+ Strong analytical and problem solving, coordination skills
+ Proficient in Microsoft Word, Excel, PowerPoint
_Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
This advertiser has chosen not to accept applicants from your region.
3
Client Service Adviser
SO50 9NW Eastleigh, South East
Lloyd & Whyte Group Limited
Posted 3 days ago
Job Viewed
Job Description
Salary:
Starting from £23,500.00 (depending on experience)
BENEFITS
28 Days holiday + UK Bank Holidays
Paid day off on your birthday
Enhanced Parental Leave - _Maternity pay (after 2 years' service) = 13 weeks full pay and 13 weeks pay with / Paternity (after 2 years' service) = 4 weeks full pay_
Company Pension Plan
Income Protection Insurance Scheme
Death in Service Benefit (x2 times your annual salary)
Cash plan benefit to assist with medical and wellbeing costs
Annual charitable donation to chosen charity
Support & funding for study towards your professional qualification
Free on site parking
Employee wellness programmes
Cycle to Work Scheme
Company Events
Casual Dress
Refer a friend scheme
Paid time off for volunteering
About You:
Confident and capable of building rapport over the telephone to provide an excellent client experience
Ability to work in a regulated, compliant and client focussed environment
Organised, resourceful, deadline driven and supportive of the wider team
Quality orientated with great attention to detail
IT literate
About the Role / Key Responsibilities:
Achieve individual objectives and key performance indicators as set and agreed
Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction, supporting them with changes to their policy in a timely manner both on the telephone & Live Chat facility
Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
Adhere to all Company, regulatory and compliance guideline requirements
Maintain own technical competence
Support colleagues from all areas of the business as required
About Us
Business Choice Direct are part of the Lloyd & Whyte Group, a group of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us. Business Choice Direct Insurance Services Ltd is a Commercial Insurance broker, specialising in the logistics, high premium Motor, SME, and Tradesmen industries.
Our team here is motivated and upbeat. If you join us, you will be given individual targets, but the emphasis will be to work as a team to achieve, starting with your morning 'buzz' meeting you will strive with your team mates to deliver high quality advice, assist with changing policies as well as recommending new products to our commercial insurance customers.
We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.
Job Types: Full-time, Permanent
Pay: From £23,500.00 per year
Ability to commute/relocate:
Eastleigh SO50 9NW: reliably commute or plan to relocate before starting work (required)
Application question(s):
Are you confident in communicating with clients via telephone on a daily basis?
Experience:
Customer service: 1 year (required)
Licence/Certification:
GCSE Maths & English at Grade C or above/Equivalent (required)
Cert CII qualification (hold/willing to work towards) (preferred)
Work Location: In person
Starting from £23,500.00 (depending on experience)
BENEFITS
28 Days holiday + UK Bank Holidays
Paid day off on your birthday
Enhanced Parental Leave - _Maternity pay (after 2 years' service) = 13 weeks full pay and 13 weeks pay with / Paternity (after 2 years' service) = 4 weeks full pay_
Company Pension Plan
Income Protection Insurance Scheme
Death in Service Benefit (x2 times your annual salary)
Cash plan benefit to assist with medical and wellbeing costs
Annual charitable donation to chosen charity
Support & funding for study towards your professional qualification
Free on site parking
Employee wellness programmes
Cycle to Work Scheme
Company Events
Casual Dress
Refer a friend scheme
Paid time off for volunteering
About You:
Confident and capable of building rapport over the telephone to provide an excellent client experience
Ability to work in a regulated, compliant and client focussed environment
Organised, resourceful, deadline driven and supportive of the wider team
Quality orientated with great attention to detail
IT literate
About the Role / Key Responsibilities:
Achieve individual objectives and key performance indicators as set and agreed
Provide professional support and advice to clients throughout the life cycle of the policy ensuring high levels of service and client satisfaction, supporting them with changes to their policy in a timely manner both on the telephone & Live Chat facility
Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
Adhere to all Company, regulatory and compliance guideline requirements
Maintain own technical competence
Support colleagues from all areas of the business as required
About Us
Business Choice Direct are part of the Lloyd & Whyte Group, a group of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us. Business Choice Direct Insurance Services Ltd is a Commercial Insurance broker, specialising in the logistics, high premium Motor, SME, and Tradesmen industries.
Our team here is motivated and upbeat. If you join us, you will be given individual targets, but the emphasis will be to work as a team to achieve, starting with your morning 'buzz' meeting you will strive with your team mates to deliver high quality advice, assist with changing policies as well as recommending new products to our commercial insurance customers.
We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.
Job Types: Full-time, Permanent
Pay: From £23,500.00 per year
Ability to commute/relocate:
Eastleigh SO50 9NW: reliably commute or plan to relocate before starting work (required)
Application question(s):
Are you confident in communicating with clients via telephone on a daily basis?
Experience:
Customer service: 1 year (required)
Licence/Certification:
GCSE Maths & English at Grade C or above/Equivalent (required)
Cert CII qualification (hold/willing to work towards) (preferred)
Work Location: In person
This advertiser has chosen not to accept applicants from your region.
4
Client Service Coordinator
Yeovil, South West
Old Mill
Posted 17 days ago
Job Viewed
Job Description
We’re looking for a Client Services Coordinator to join our Corporate Team.
You’ll be a key point of contact for our valued clients, supporting the delivery of accountancy and compliance services, managing important deadlines, and ensuring our internal processes run smoothly. This role is central to maintaining our high standards of service and keeping our client work moving efficiently.
If you're highly organised, confident in client communication, and have a solid understanding of financial workflows, we'd love to hear from you.
What you’ll be doing- Acting as a primary liaison for clients, keeping them updated on progress and handling day-to-day queries
- Supporting the preparation and submission of statutory accounts and tax returns by coordinating client information and tracking deadlines
- Ensuring all Companies House and HMRC filing deadlines are met, including managing Company Secretarial responsibilities and maintaining statutory records
- Keeping internal systems accurate and up to date
- Supporting with billing, document processing, and general compliance admin
- Ensuring clients are correctly set up on our systems and portals, offering help and troubleshooting as needed
- Working with colleagues across the firm to drive consistency in our client service processes
- Covering reception and handling post/scanning duties when required
In addition to your core coordination duties, approximately 25% of your role will involve providing administrative and personal assistant support to senior leaders within the business. These duties include, but are not limited to:
- Managing complex calendars and scheduling internal and external meetings
- Coordinating travel arrangements and preparing meeting materials where needed
- Monitoring and distributing incoming mail and managing email communications
- Assisting with inbox and workflow prioritisation, helping ensure deadlines are met
- Supporting general organisation and administration tasks to help the senior team operate efficiently
This is a varied and hands-on role that requires strong organisational skills, attention to detail, and the ability to juggle multiple responsibilities at once. You’ll be confident liaising with both clients and colleagues and comfortable working flexibly across both coordination and administrative support functions.
What we’re looking for- Prior experience in customer service within a professional setting
- Strong administrative and organisational skills, with excellent attention to detail
- Proficiency with Microsoft Office, and confidence working with online systems such as CRMs, document portals and accounting platforms
- A proactive and flexible approach, able to manage multiple deadlines and adapt to changing priorities
- Excellent communication skills and a friendly, professional manner
- 26 days holiday plus bank holidays and your birthday off – with the option to purchase more
- Hybrid working with 3 days in the office per week
- Employee Assistance Programme for your wellbeing, available 24/7
- Perks & discounts on a range of products and services
- Pension scheme to support your future
- A supportive, values-driven environment with real opportunities for learning and career development
At Old Mill, we combine the culture of a local firm with the impact and ambition of a larger organisation. We care deeply about our people, and we’re committed to providing a workplace where you can thrive.
This advertiser has chosen not to accept applicants from your region.
5
Client Service Representative
£20 - £22 hour
companies_data/amicis_global
Posted 20 days ago
Job Viewed
Job Description
Title: Client Service Representative
Location: Columbus, OH
Duration: 12 Months
Preference for 1 of the following criteria:
• College Degree
• Previous contact center experience
Position Description
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.
· Ability to contribute in a fast paced, team-oriented environment.
· Aptitude to multi-task and adjust quickly to change in a busy financial service center
Location: Columbus, OH
Duration: 12 Months
Preference for 1 of the following criteria:
• College Degree
• Previous contact center experience
Position Description
Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.
· Ability to contribute in a fast paced, team-oriented environment.
· Aptitude to multi-task and adjust quickly to change in a busy financial service center
This advertiser has chosen not to accept applicants from your region.
Be The First To Know
About the latest Client engagement associate Jobs in United Kingdom !
6
Client Service Director - Europe
Blue Square
Posted 2 days ago
Job Viewed
Job Description
ARE YOU THE ONE?
Were looking for a proactive stakeholder expert to join Blue Square as a Client Services Director.
This is a pivotal leadership role where youll own, evolve, and direct client strategy, ensuring it aligns with our business objectives and long-term ambitions. Youll drive sustainable growth, operational excellence, and lasting partnerships across Europe, acting as the central conduit .
WHJS1_UKTJ
This advertiser has chosen not to accept applicants from your region.
7
93777 - Institutional Client Service Assistant
London, London
£350 Daily
Huxley Associates
Posted 3 days ago
Job Viewed
Job Description
Client Services Analyst/Assistant Needed!
I am currently supporting one of my Investment Banking clients who are looking to bring on 2 contractors for an initial 6 month contract with scope of extensions paying up to 350 per day inside IR35 via an Umbrella. You would be required to go the London City office 3 days a week.
You will be responsible for assisting the business in delivering a critical project. The client base is global with clients based in the UK, North America and Asia Pacific. You will work closely with the Client Services team responsible for these clients, ensuring that all delivery times are met.
Core responsibilities:
- Experienced knowledge in updating spreadsheets
- Knowledge in how to review Investment Management contracts and extract relevant information to be added to our systems.
- Assisting the project manager with providing KPIs and KRIs to the project committee.
- Participation in project meetings to ensure we are delivering within required time lines abut raising any issues which impacts the delivery of the project.
- Responsible for raising any issues with their management line.
- Input into various departmental projects.
- Assisting with reconciliation and required amendments to the client database.
- Maintaining relationships with various teams to ensure they receive information in required time lines.
If this role is of interest please apply with an updated version of your CV and I will endeavour to get back to you.
Please click here to find out more about our Key Information Documents. Please note that the documents provided contain generic information. If we are successful in finding you an assignment, you will receive a Key Information Document which will be specific to the vendor set-up you have chosen and your placement.
To find out more about Huxley, please visit (url removed)
Huxley, a trading division of SThree Partnership LLP is acting as an Employment Business in relation to this vacancy | Registered office | 8 Bishopsgate, London, EC2N 4BQ, United Kingdom | Partnership Number | OC(phone number removed) England and Wales
This advertiser has chosen not to accept applicants from your region.
8
Client Service Advisor - SME Insurance
Glasgow, Scotland
AON
Posted today
Job Viewed
Job Description
Client Service Advisor u2013 Commercial Insurance, Glasgow
Do you thrive in a client-focused environment where delivering exceptional service is at the heart of everything you do?
Are you ready to apply your commercial insurance expertise with a global leader and take the next step in your career?
This hybrid role offers the flexibility to work both virtually and from our Glasgow office.
Youu2019ll be managing a portfolio of commercial clients, each presenting distinct risk profiles and a broad mix of insurance needs. Working in a high-volume team within the commercial business sector, means engaging with a wide range of clients and challengesu2014making every day varied and rewarding.
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 team and we are passionate about helping our colleagues and clients succeed.
What the day will look like
We deal with a wide variety of risks, managing a varied portfolio of clients with exposure to a wide variety of products.
To work closely with Appointed Representatives to ensure the highest level of service to each assigned Client in line with the agreed Service Levels and KPI's
Develop and maintain strong relationships with Appointed Representatives to facilitate smooth brokerage operations
Comply with regulatory and other standards as directed by line management
Process and manage transactions, ensuring accuracy and compliance with company policies and industry regulations
Work with internal teams to resolve issues and enhance service delivery
Manage your own book of business, dealing with clients through the full renewal cycle to provide consistency of service
Participate in continuous professional development
Consider improvements in Client risk & insurance programme design
Negotiate with insurers to secure renewal terms, process Mid Term adjustments and cover extensions when required and deal with day-to-day enquiries
Identify revenue development opportunities on allocated Client accounts and make recommendations to Appointed Representatives
Professionally represent Aon, demonstrating an understanding of Corporate objectives
How this opportunity is different
By joining Aon, you will become part of one of the worldu2019s leading insurance brokers with offices all around the world. We offer a wide-ranging benefits package and will recognise and support ways to balance your personal needs alongside the needs of our business. You will work closely with colleagues in our Glasgow office as well as those around the UK.
Skills and experience that will lead to success
Good awareness of FCA principles and Aonu2019s own Principles and Procedures
Good level of technical knowledge in all commercial risks
Good communication skills
Acturis knowledge preferred but not essential as training will be provided
Very organised, with the ability to prioritise so work is delivered accurately and on time
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.
#LI-JV2
#LI-HYBRID
Client Service Advisor u2013 Commercial Insurance, Glasgow
Do you thrive in a client-focused environment where delivering exceptional service is at the heart of everything you do?
Are you ready to apply your commercial insurance expertise with a global leader and take the next step in your career?
This hybrid role offers the flexibility to work both virtually and from our Glasgow office.
Youu2019ll be managing a portfolio of commercial clients, each presenting distinct risk profiles and a broad mix of insurance needs. Working in a high-volume team within the commercial business sector, means engaging with a wide range of clients and challengesu2014making every day varied and rewarding.
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 team and we are passionate about helping our colleagues and clients succeed.
What the day will look like
We deal with a wide variety of risks, managing a varied portfolio of clients with exposure to a wide variety of products.
To work closely with Appointed Representatives to ensure the highest level of service to each assigned Client in line with the agreed Service Levels and KPI's
Develop and maintain strong relationships with Appointed Representatives to facilitate smooth brokerage operations
Comply with regulatory and other standards as directed by line management
Process and manage transactions, ensuring accuracy and compliance with company policies and industry regulations
Work with internal teams to resolve issues and enhance service delivery
Manage your own book of business, dealing with clients through the full renewal cycle to provide consistency of service
Participate in continuous professional development
Consider improvements in Client risk & insurance programme design
Negotiate with insurers to secure renewal terms, process Mid Term adjustments and cover extensions when required and deal with day-to-day enquiries
Identify revenue development opportunities on allocated Client accounts and make recommendations to Appointed Representatives
Professionally represent Aon, demonstrating an understanding of Corporate objectives
How this opportunity is different
By joining Aon, you will become part of one of the worldu2019s leading insurance brokers with offices all around the world. We offer a wide-ranging benefits package and will recognise and support ways to balance your personal needs alongside the needs of our business. You will work closely with colleagues in our Glasgow office as well as those around the UK.
Skills and experience that will lead to success
Good awareness of FCA principles and Aonu2019s own Principles and Procedures
Good level of technical knowledge in all commercial risks
Good communication skills
Acturis knowledge preferred but not essential as training will be provided
Very organised, with the ability to prioritise so work is delivered accurately and on time
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.
#LI-JV2
#LI-HYBRID
Do you thrive in a client-focused environment where delivering exceptional service is at the heart of everything you do?
Are you ready to apply your commercial insurance expertise with a global leader and take the next step in your career?
This hybrid role offers the flexibility to work both virtually and from our Glasgow office.
Youu2019ll be managing a portfolio of commercial clients, each presenting distinct risk profiles and a broad mix of insurance needs. Working in a high-volume team within the commercial business sector, means engaging with a wide range of clients and challengesu2014making every day varied and rewarding.
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 team and we are passionate about helping our colleagues and clients succeed.
What the day will look like
We deal with a wide variety of risks, managing a varied portfolio of clients with exposure to a wide variety of products.
To work closely with Appointed Representatives to ensure the highest level of service to each assigned Client in line with the agreed Service Levels and KPI's
Develop and maintain strong relationships with Appointed Representatives to facilitate smooth brokerage operations
Comply with regulatory and other standards as directed by line management
Process and manage transactions, ensuring accuracy and compliance with company policies and industry regulations
Work with internal teams to resolve issues and enhance service delivery
Manage your own book of business, dealing with clients through the full renewal cycle to provide consistency of service
Participate in continuous professional development
Consider improvements in Client risk & insurance programme design
Negotiate with insurers to secure renewal terms, process Mid Term adjustments and cover extensions when required and deal with day-to-day enquiries
Identify revenue development opportunities on allocated Client accounts and make recommendations to Appointed Representatives
Professionally represent Aon, demonstrating an understanding of Corporate objectives
How this opportunity is different
By joining Aon, you will become part of one of the worldu2019s leading insurance brokers with offices all around the world. We offer a wide-ranging benefits package and will recognise and support ways to balance your personal needs alongside the needs of our business. You will work closely with colleagues in our Glasgow office as well as those around the UK.
Skills and experience that will lead to success
Good awareness of FCA principles and Aonu2019s own Principles and Procedures
Good level of technical knowledge in all commercial risks
Good communication skills
Acturis knowledge preferred but not essential as training will be provided
Very organised, with the ability to prioritise so work is delivered accurately and on time
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.
#LI-JV2
#LI-HYBRID
Client Service Advisor u2013 Commercial Insurance, Glasgow
Do you thrive in a client-focused environment where delivering exceptional service is at the heart of everything you do?
Are you ready to apply your commercial insurance expertise with a global leader and take the next step in your career?
This hybrid role offers the flexibility to work both virtually and from our Glasgow office.
Youu2019ll be managing a portfolio of commercial clients, each presenting distinct risk profiles and a broad mix of insurance needs. Working in a high-volume team within the commercial business sector, means engaging with a wide range of clients and challengesu2014making every day varied and rewarding.
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 team and we are passionate about helping our colleagues and clients succeed.
What the day will look like
We deal with a wide variety of risks, managing a varied portfolio of clients with exposure to a wide variety of products.
To work closely with Appointed Representatives to ensure the highest level of service to each assigned Client in line with the agreed Service Levels and KPI's
Develop and maintain strong relationships with Appointed Representatives to facilitate smooth brokerage operations
Comply with regulatory and other standards as directed by line management
Process and manage transactions, ensuring accuracy and compliance with company policies and industry regulations
Work with internal teams to resolve issues and enhance service delivery
Manage your own book of business, dealing with clients through the full renewal cycle to provide consistency of service
Participate in continuous professional development
Consider improvements in Client risk & insurance programme design
Negotiate with insurers to secure renewal terms, process Mid Term adjustments and cover extensions when required and deal with day-to-day enquiries
Identify revenue development opportunities on allocated Client accounts and make recommendations to Appointed Representatives
Professionally represent Aon, demonstrating an understanding of Corporate objectives
How this opportunity is different
By joining Aon, you will become part of one of the worldu2019s leading insurance brokers with offices all around the world. We offer a wide-ranging benefits package and will recognise and support ways to balance your personal needs alongside the needs of our business. You will work closely with colleagues in our Glasgow office as well as those around the UK.
Skills and experience that will lead to success
Good awareness of FCA principles and Aonu2019s own Principles and Procedures
Good level of technical knowledge in all commercial risks
Good communication skills
Acturis knowledge preferred but not essential as training will be provided
Very organised, with the ability to prioritise so work is delivered accurately and on time
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
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.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.
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