Client Services Advocate (Accounting)

Position overview:

Responsibilities:

• Receive and action client’s accounting instructions in a timely manner and communicate information as vital to acquire timely agreement.
• Process accounts and premiums transactions within established times, monitoring and pursuing the timeliness of reports and remittances submitted by the transferring entities, if assigned.
• Produce accurate client/reinsurer documentation associated with the respective processes within specified turnaround times.
• Must develop strong understanding of Aon’s proprietary system (GRIDS) and process premiums and accounts within the suite of applications.
• Connect with Client Service advocates, colleagues, and other operating units to resolve issues, answer questions, and aid.
• Review files regularly and maintain accurate and updated records of all correspondence and reports.
• Research and reconcile accounting information using various systems and resources.
• Responsible for the creation and maintenance of accounting files for ceding companies.
• Collaborate with senior team members or stakeholders to identify and offer solutions to problems and disputes.
• Prepare/Review sliding scale commissions, profit commissions, and retrospective premium adjustments in accordance with contract terms and transmit for client service advocate’s approval.
• Process Cash Loss Advances (CLA) within the required timeframe consistent with the provisions of the contract.
• Supervise Forex to assure the accurate currency equivalent settled by the client is settled with the bureau.
• Help foster and maintain a productive working relationship between ceding company and its reinsurers.
• Work with global Aon teams.
• Communicate as the need arises assigned accounts to markets, third parties and service providers, in conjunction with a Client Service advocate as appropriate.
• Manage and promptly resolve client, reinsurer, bureau market queries and other internal issues, seeking assistance when needed and raising if required.
• Understand a client’s accounts, calculations, and their requirements.
• Perform Second Pair of Eyes (SPOE) checks at stages wherever required and function as an approved authorizer as appropriate.
• Participate and support manager in team meetings and activities to share opinions, ideas, knowledge, and solutions.
• Maintain effective working relationships across Aon Client Services and participate in initiatives or supply where required to deliver outcomes.
• Enforce to all standardized Aon India policies and procedures as well as all regulatory requirements.
• Make observations and recommendations supplying to the operational process and building efficiencies.
• Other duties, as needed.

Required skills and experience:

• Must be a university graduate in any stream.
• Additional professional qualifications/certifications preferred.
• Up to 5 years of experience and solid understanding in insurance/reinsurance preferred.
• Candidates with successful corporate experience also encouraged to apply.
• Proven abilities and experience in data analysis, problem-solving, and decision-making.
• Effective written and verbal business communication skills.
• Strong communication skills and confidence in working with internal and external stakeholders at all company levels.
• Ability to efficiently multi-task and handle challenging priorities to meet defined deadlines.
• A consistent record of attention to detail, accuracy, and thoroughness.
• Ability to think strategically and analytically, as well as solve problems by thinking creatively.
• Excellent organization, prioritization, and time management skills.
• Intermediate to sophisticated knowledge of MS Office suite of products.