A

Aon

Global risk, retirement, health solutions provider

Account Manager 2 - Commercial Risk

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 3 years of insurance experience is required, preferably in an account management role.
  • A Property and Casualty broker’s license is strongly preferred or must be obtained within 120 days of the start date.
  • Strong verbal and written communication skills and analytical abilities are required.
  • Ability to work under pressure with attention to detail is required.
  • Ability to organize, prioritize, monitor, and control workflow deadlines, and to be flexible, is required.
  • Proficiency in Outlook, Microsoft Excel, Word, and PowerPoint is required; intermediate to expert user level is preferred.
  • A high school diploma or equivalent is required.
  • An associate degree is preferred.
  • Experience supporting complex clients is preferred.

Responsibilities

  • Partner with Account Executives on an assigned book of business, manage day-to-day service processes and outputs, support strategic client-facing initiatives, and manage each client’s renewal cycle to ensure a positive and productive client experience.
  • Maintain effective, positive client relationships and independently serve clients on matters of moderate importance and complexity.
  • Facilitate timely and accurate information flow between clients and account team members, keeping all parties informed.
  • Handle client open-item lists and respond to client ad hoc requests.
  • Gather and analyze data, and draft assigned elements of stewardship reports and presentations tailored to the audience and circumstances.
  • Support and monitor the renewal process, engaging account team members as needed; draft quote comparisons when applicable and save binders, policies, and endorsements.
  • When applicable, serve as the primary point of contact with Aon Client Services, coordinating client service team and ACS activities to ensure assigned processes are performed efficiently and deliverables meet quality standards.
  • Collaborate with Premium Accounting on client billing matters.
  • Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
  • Serve as the key client liaison for certificates, auto IDs, location additions, invoices, Workers’ Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
  • Monitor and follow up on invoice generation, fee agreements, receivables, and collections, and address and resolve problems.
  • Provide guidance and mentoring to a less senior account specialist when appropriate, and delegate work to support staff and ACS where applicable.
  • Ensure tools are understood and used, and perform related duties as assigned.

Desired Qualifications

  • Experience in an account management role.
  • A Property and Casualty broker’s license.
  • Intermediate to expert proficiency in Outlook, Microsoft Excel, Word, and PowerPoint.
  • Experience supporting complex clients.

About the Company

Aon

Global risk, retirement, health solutions provider

Aon provides risk management, retirement, and health solutions to businesses, governments, and individuals by offering consulting, brokerage, and software. It uses data and analytics to tailor insights across risk assessment, benefits design, and workforce optimization. Its global, diversified service mix and data-driven approach allow it to deliver more integrated risk, retirement, and health solutions than firms focusing on a single area. Its goal is to shape decisions for the better and protect and enrich lives worldwide.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1919

Recently Posted Jobs

Explore more opportunities at Aon

See more jobs