Client Service Advisor – Financial Services Group (Insurance)

Aon
London
Workplace: HybridFull timeFunction: Insurance & ActuarialSkills: ["Relationship building","Interpersonal skills","Organizational skills","Communication","Proactive mindset"]

Support strategic relationships for key Financial Institutions accounts within Aon’s Financial Services Group (FSG). Coordinate delivery of services by partnering with internal teams, insurer partners, and client stakeholders, hosting update calls, maintaining client and opportunity databases, and tracking account activity and pipelines. Help identify new opportunities using client and market data, act as a link between brokers and partner markets, and prepare marketing materials and ensure third-party payments are processed accurately and on time.

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FursaFursa
Aon
Aon
21 hours ago

Client Service Advisor – Financial Services Group (Insurance)

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Last checked: 7 hours agoStatus: Live

Job Summary

Support strategic relationships for key Financial Institutions accounts within Aon’s Financial Services Group (FSG). Coordinate delivery of services by partnering with internal teams, insurer partners, and client stakeholders, hosting update calls, maintaining client and opportunity databases, and tracking account activity and pipelines. Help identify new opportunities using client and market data, act as a link between brokers and partner markets, and prepare marketing materials and ensure third-party payments are processed accurately and on time.
Location: London
Workplace: Hybrid
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •Coordinate activity across teams to support UK and European network service delivery.
  • •Build relationships with partner insurance markets and key contacts.
  • •Participate in and host regular client update calls.
  • •Maintain client and opportunity databases, including account activity trackers and pipeline information.
  • •Act as a link between brokers and partner markets, prepare internal/external marketing materials, and ensure third-party payments are processed accurately and within required timescales.

Key Requirements

  • •Experience within commercial insurance, financial services, banking, or a related professional services environment.
  • •A good understanding of commercial insurance principles and the client service lifecycle.
  • •Strong interpersonal skills to build and maintain effective relationships with clients, colleagues, and insurer partners.
  • •Excellent organisational skills to manage multiple priorities and coordinate activity across stakeholders.
  • •Strong written and verbal communication skills, with a proactive approach and willingness to learn.
Experience:Financial servicesCommercial insuranceInsuranceBankingProfessional services
Skills:Relationship buildingInterpersonal skillsOrganizational skillsCommunicationProactive mindset
Languages:English

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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