Client Associate
2 months ago
Aon's Property and Casualty Group provides high-quality risk and insurance advisory and placement services to a wide range of corporate organizations. We are currently recruiting a Client Associate - Global Risk Management to join our team.
About the Role
The successful candidate will provide service for a portfolio of inward global accounts with the following key responsibilities:
- Renewal Support
- Consolidate renewal values, claims, and other data from clients and local Aon offices
- Compile underwriting information pack
- Prepare draft quotation slips
- Compile comparison of renewal quotes from insurers
- Convert quotation slip to placement slip to coverage summary
- Follow up with insurers on placement slips
- Work with overseas Aon offices/Third Party Brokers on issuance of local admitted policies
- Create client insurance and claims manual
- Prepare premium allocation for client servicer's review
- Project insurance (CAR/EAR) period tracking
- Client Service Support
- Consolidate data for stewardship reports
- Receive, verify, and communicate client's declarations (e.g. vehicles, cargo) to insurers
- Prepare policies summaries
- Perform claims analytics
- Update Contract Review or Certificate Tracking Registers
- Upload documents/policy information into clients' web portals
- Manage updating of client data for Aon WorkComp
- Tracking of Terms of Business Agreement (TOBA) / Broker Service Agreements
- Submit Bridger Screening requests
- Coordinate client meetings
- Arrange corporate gifts for clients
- Liaise with overseas Aon offices/third party brokers on client account reporting requirements and document requests
- Client Insurance Documents
- Liaise with insurers and Aon offices on timely issuance of various insurance documents
- Check accuracy of insurance documents (minimize Errors & Omissions)
- Generate Cover Letters to clients, Confirmation of Cover, Debit Notes, and Certified True Copies of insurance documents
- Issue Cover Notes
- Coordinate and monitor signing of Notice of Assignments by insurers and submission to the client as and when necessary
- Systems Utilization
- AonLine, Global Account Management System (GAMS), Riskminder, Aon Connect, InFlow, Document Management Interface (DMI) system, Client Capture, Qlikview, etc.
- General Document Management
- Ensure compliance with processes by assisting in the delivery of essential documents, such as TOBA and Renewal Questionnaires, to clients
- Perform filing and archiving tasks to maintain organized files
- Handle photocopying and scanning of documents, and utilize binding methods to create reports
- Coordinate the dispatch of documents to both clients and insurers for efficient communication
- Support Financial Performance
- Raise Client Requests, Billing Requests (including pre-billing to manage Premium Payment Warranty), Revenue Sharing Forms (in GAMS)
- Create invoice in Coupa and Ariba system
- Print Statement of Accounts / verify on invoice/fee issues
- Track and follow up with clients and Aon offices on premium and fee payments
- Monitor and minimize Account Receivables
- Gather premium receipts from insurers
- Generate cheque requisitions
- Where requested by clients, coordinate issuance of Official Receipts from Aon Finance and send to clients
About Aon
Aon is a global professional services firm that provides a range of risk management, insurance, and consulting services to clients around the world. We are committed to helping our clients make better decisions and achieve their goals.
What We Offer
We offer a comprehensive benefits package, including a competitive salary, comprehensive health insurance, and a range of other benefits. We also offer opportunities for professional development and career advancement.
How to Apply
If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.
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