Technical Specialist- Broker Support

Posted 6 days ago by Aon

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Technical Specialist

Do you possess relevant experience in the insurance industry?

Do you have experience with invoicing?

Are you capable of providing technical support and training to Client Service Delivery (CSD) specialists?

This is a hybrid role with the flexibility to work both virtually and from our Chelsmford 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

Improving Invoicing Performance

  • Providing a sense checking service of a complex postbook before submission to Genpact (the Offshore outsourced invoicing team).
  • Review queries alongside the Invoice Centre of Excellence team; decide which are relevant and which are poor processing knowledge.
  • Monitor monthly the queries and report on the types of queries and any trends

Improvement of Fiduciary metrics.

  • The PCCM Post placement team will assist by;
    1. Those risks over the set period, providing support to the Trapped Transaction team, offering a conduit to the PCCM team to push and resolve complex matters, providing domain expertise to the area.
    2. Actioning complex matters before they have reached the Trapped Transaction team.
  • Weekly Cash meetings with Fiduciary to tackle the top items. Attend the Tech Ops meeting as PCCM representative and offer additional meetings with FID to get into the detail of issue.
  • Monitor the types of cash and bureau queries; can a process change be made to reduce future queries. Report to Leader and provide actionable improvements.
    Manage output of the CSD team to Fiduciary matters.

Increasing Technical Knowledge

  • Provide technical support via training and query handling to the CSD Specialists, to improve their knowledge of invoicing related matters, with the aim of reducing queries and better service to the clients.
  • Sense checking complex postbooks before submitting.
  • Perform an audit of a random postbook to gauge competency levels within the CSD team.

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Skills and experience that will lead to success

  • High attention to detail.
  • Ability to work individually and in a team.
  • Relevance experience within the insurance industry preferred.
  • Understanding of insurance risk and actuarial principle preferred.
  • Excellent listening, organisation, and presentation abilities.
  • An organised, highly personable, and approachable individual, who is a skilled communicator.
  • Willingness to learn and share knowledge.
  • Invoicing experience; guiding on queries and reporting bad practice
  • knowldege and experience in fiducuary perfoamnce  in high priority; Cash, Bureau Payable, Funding and Client Debt items. 

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.

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.  

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. 

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#LI-SS2 

2024-76973

Reference: 52617228

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