Aon

1 day ago

Client Service Advisor (Insurance) – Financial Services Clients

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Last checked: 14 hours agoStatus: Live

Job Summary

Support strategic relationships with financial services clients as part of Aon’s Financial Services Group. Coordinate service delivery across UK and European networks by working with internal teams, insurer partners, and client stakeholders. Host regular client update calls, maintain client and opportunity databases, and track account activity and pipeline information. Identify opportunities using client and market data, create client materials and presentations, 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

•Support strategic relationships across key financial institutions accounts and coordinate service delivery with internal teams and insurer partners.
•Build relationships with partner insurance markets and key contacts, including hosting regular client update calls.
•Identify new opportunities using available client and market data and coordinate regular insurer updates and communications.
•Maintain client and opportunity databases, including updating account activity trackers and pipeline information.
•Act as a link between brokers and clients’ partner markets, and create internal and external marketing materials and presentations; 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 with the ability to build and maintain effective relationships with clients, colleagues, and insurer partners.
•Excellent organisational skills to manage multiple priorities and coordinate activity across different stakeholders.
•Strong written and verbal communication skills, with a proactive approach and willingness to learn.

Experience:Commercial insuranceFinancial servicesBanking

Skills:Relationship buildingInterpersonal skillsOrganizational skillsCommunicationProactive approach

Languages:En-us

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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon