Client Executive – Aon Credit Solutions
We’re hiring!
Aon Credit Solutions is currently recruiting for a Client Executive to join our Credit Solutions team located in Leeds.
This is a hybrid role providing flexibility to work both virtually and from our Leeds 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.
About the role
As a Client Executive your key responsibilities will involve:
- Assisting with renewal, retention and growth of existing accounts with effective client relationships and ongoing servicing needs.
- Dealing with Client and Insurer day to day matters e.g. chasing/questioning/broking credit limit decisions.
- Assist with the preparation for policy renewals - gather and analyse relative statistical detail, chase potential Insurer for indications of cover, assist in preparation of Renewal Report and assisting with claim examination and broking process.
- Developing and improve the day to day client relationship and client experience.
- Maintaining and improve client satisfaction, retention, revenue and profitability..
Interacting with Clients, Insurers and colleagues on day-to-day policy management including:
- Managing credit limit process (assisting with applications, follow up, providing feedback to clients and appeals)
- Supporting clients on reporting of overdue buyers and liaising with insurers
- Assisting with claims submissions and claims’ broking process
- Negotiation of policy wordings with insurers and ensuring timely delivery of accurate policy documentation
- Providing clients with training and guidance on policy terms and conditions and systems
- Gathering and analysing policy and market data, producing reports and presentations
- Managing policy renewals within own portfolio and supporting the other members of the team. This will include gathering and analysing relative statistical detail, submissions to market, chasing insurers for indications of cover, presenting terms and preparation of renewal reports.
- Preparation for, and attendance of, client and insurer Webex meetings and conference calls plus timely follow up of meeting notes and actions. Providing advice to clients on market developments and share knowledge of market trends to enhance the overall value proposition
- Introducing and supporting the Sales Team with new business opportunities to achieve individual new business target
- Where required, liaising with colleagues across the Aon global network.
- Responsible for adherence to business processes, systems and procedures (including usage of applicable insurer online platforms) and Aon insurer security policies where relevant.
- Working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
- interests or reputation of any Group Company.
How this opportunity is different
Aon Credit Solutions offers a range of complementary solutions to protect businesses against trade credit risk, enhance business growth and facilitate access to trade finance.
We are the leading trade credit broker globally, with c. 90 people in seven locations across the UK and Ireland, and 550 people in 57 countries around the world.
Skills and experience that will lead to success
- Enthusiastic, self-motivated, willing to use own initiative
- Pro-active handling of workflow through efficient time management and organisation
- Competent in use of Microsoft Office and able to navigate IT systems/platforms
- Ability to explore creative solutions and solve new problems as they arise
- Acting with integrity and working in a way that positively impacts our Clients & Colleagues
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 reasonableaccommodations@aon.com
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.
#LI-LW1
#LI-hybrid
2552947
