Client Service Advisor Review

As a Client Service Advisor my daily role involves preparing renewal questionnaires that will be sent off to the client in order to obtain information for the forthcoming renewal. I will then view this information and create broking submissions to the market to gain terms. Once insurers have provided terms i will go through them and check and populate a report to show the client. I will then ask for cover to be bound and check all the policy docs and send these to the client. I will do the invoice, client information letters and day-to-day correspondence with the client if they have any questions. I attend pre-renewal and renewal meetings as well as internal meetings to expand my knowldge of the business.

Through writing emails and reading policy docs regularly i am expanding my vocab as well as learning industry terms that help me day-to-day. My confidence has improved since starting my apprenticeship as i am always being pushed out of my comfort zone through talking to new people a lot of the time and interacting with clients. I am more comfortable working both alone and in a team.

I thoroughly enjoy the apprenticeship - I always had an interest in this sector so being able to study towards my certificate through the Chartered Insurance Institute is enjoyable. I believe that I am being given opportunities and responsibility which is comfoting as it means that I am progressing on a daily basis. I still feel as if i am adjusting to the "adult" world.

My FWD coach has taken the time to go through the programme with me so that i understand how i will complete the apprenticeship and over what timescale. My manager is very good at monitioring the work that i get in ensuring that i always have enough to be getting on with but not too much so that i cannot learn from the task that i am completing.

My manager and FWD coach both provide me with the support that i feel i need as an individual. My manager always has time for me whether is be to ask a small question or if i was struggling on a task. As a business, i believe that if i was ever struggling etc Aon would have the tools/ resources/ people to reach out to.

I originally had a different FWD coach to the one that i do now. My first coach was not the most useful, i felt that he didn't know enough about the structure of the programme to enable me to pass which did cause me some concern. My new coach started from scratch and i already feel so much further ahead than when i was with my previous coach. She is reliable and ensures that i am confident with the tasks that she asks me to go off and do which saves time in the long run. Our discussions ar always relevant.

I think that the qualifications (insurance practitioner and Certificate in Insurance) and my day-to-day role goes hand in hand and that they drive eachother. I may read something in my study and be able to link it to something i do in my role and think 'ah so this is why this is like this' and vice-a-versa. The discusions i have with my FWD coach encourage me to speak about what i am learning and apply it which is aways useful.

I am not aware of any activities held in my office space. There are always opportunities to network through conferences and training sessions where we may get together with another office or team. I am in contact with the other apprentices quite regulaly which is nice as we can all support each other as we are going through the same adjustments and time. There are different things always going on in our london branch but it can be difficult to get there.

Yes

I think that Aon is a lovely place to work due to the supportive culture that i have experienced. I feel that i can grow my career here through the opportunities and resources that are made available to all colleagues. The opportunity of the apprenticeship is giving me the exposure into an industry i am very interested in. Everyone has a different story at Aon and that is celebrated - i believe i have very much grown as an individual since working here.

Be confident in your abilities - they have seen something in you that perhaps you may have not even realised yourself. I think that you need to have the appetite and interest to learn/ adapt - legislation and regulations are constantly changing and so is aon in the way that we carry out the business, the culture, the methods etc.