Client Service Advisor - Aon : Job Details

Client Service Advisor - Commercial Insurance – (Glasgow or Edinburgh, UK)

We’re Hiring!

Do you thrive in a fast-paced environment?

Do you want to explore innovative risk solutions and support businesses across various sectors in the UK and wider?

Aon Glasgow are hiring!

This role is a hybrid role, it could be based in Glasgow or Edinburgh and is a great mixture of office and home-based working

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.

How this opportunity is different

At Aon Glasgow, no two days are the same. Client Service Advisor’s (CSA’s) collaborate with a diverse range of national clients, various with global exposures, making it a challenging, yet exciting role. CSA’s are supported by client managers/directors and broking managers with a wealth of industry experience. What makes Aon stand out, is our passion to think outside the box to identify creative solutions for clients insurance programmes and ways to mitigate their risks.

What the day will look like

National provides risk solutions to businesses across a large number of sectors within the UK. Typically, clients will be either a national or a multinational company, with a presence in no more than 10 overseas territories; the CEO and CFO’s will be looking for a local relationship with their broker, who can provide a tailored approach.

National clients typically require custom insurance programmes and associated risk management and risk transfer services. Besides being the insurance broker, the National team provide clients with a claims service and advice on risk management across most industries, with specialisms in real estate, public sector, food and drink and retail and wholesale.

The CSA will work 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 and contributing to the formulation of the Service Plan, Reports, Presentations and any other client documents
• Visits to Clients, communicating terms of settlement , ensure premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards.
• Identify potential improvements in Client risk & insurance programme design and make recommendations
• 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, renewal reports, and cover comparisons.
• Build and develop effective working relationships with Insurers and where appropriate, differentiating with the Client; the cover, service and industry knowledge that a specific Insurer could deliver to them,
• Provide on-going communication with the client following queries/alterations
• 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.

Skills and experience that will lead to success

• ACII or equivalent is preferred but not essential
• Insurance experience required, ideally gained at an insurance broker
• 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

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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