- Managing a portfolio of High-Net-Worth Personal Lines Clients within a busy and pro-active broking environment
- Managing clients' renewals from start to finish, assisting with mid-term alterations, dealing with general day to day client and carrier queries and administrative duties pertaining to same
- Vetting insurance and supporting documentation against defined requirements/standards on behalf of Stakeholders
- Providing assistance as required to colleagues across a range of personal lines products
- Reviewing policy wordings
- Attending client meetings/Insurer meetings off site
- Building strong relationships with clients, underwriters and colleagues through the delivery of a market leading service
- Securing and retaining clients by providing an excellent service
- Participation in campaigns and sales initiatives to target new clients
- Expanding and sharing knowledge and capabilities
- Maintaining the utmost standards of compliance and adherence to broking best-practice
- Complying with all management audit requirements
- Other duties that may arise as the business requires
- Strong experience in broking sectors
- Comply, on an ongoing basis, with the minimum competency requirements laid down by the Central Bank, including but not limited to:
- To be CIP qualified (minimum) Progress to ACII (desirable)
- Meet the Central Bank Fitness & Probity standards
- Provide evidence of compliance with maintaining CPD hours (min 2 year)
- Have a desire to improve knowledge across a range of General insurance products
- Ability to communicate effectively with clients, insurers and colleagues
- Excellent organizational and administrative skills with ability to work to strict deadlines
- Team player with the ability to work on own initiative
- Ability to prioritize workload and deliver on objectives
- Have a strong customer focus and a keen eye for detail
- Proficient in Microsoft platforms i.e. Word, Excel and PowerPoint
Senior Client Service Advisor - Dublin, Ireland - Aon
Description
Senior Client Service Advisor – Personal Lines
Are you an energetic, self-motivated and career focused individual? Do you have experience with High-Net-Worth personal lines clients and insurance companies and have excellent general insurance knowledge? This might be the role for you.
This role offers the flexibility to work both virtually and from our Dublin 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 organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
Commercial Risk Solutions is currently looking to recruit an experienced and enthusiastic Senior Client Service Advisor to join our busy Personal Lines Department. Reporting to the Personal Lines Team Manager, the Senior Client Service Advisor will be responsible for client servicing of a range of High-Net-Worth Personal Lines accounts, with the ability to work as part of a team.
Main responsibilities will include:
How this opportunity is different
The Senior Client Service Advisor will have the chance to work for one of the biggest insurance broker services firms globally, facing and dealing with high level net worth individuals and insurers across the personal lines environment. Working in a commercial environment, you will be supported by a similar minded professional individuals and motivated dynamic team.
Skills and experience that will lead to success
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