A

Aon

Global risk, retirement, health solutions provider

Account Manager 2

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$75k - $90k

About the Job

Requirements

  • At least 3 years of insurance experience is required, preferably within Commercial Risk and in an Account Management role.
  • An active Property & Casualty Insurance license is required.
  • Ability to maintain effective and positive relationships with clients and colleagues.
  • Effective organization and time management skills.
  • Ability to communicate effectively, orally and in writing.
  • Effective presentation skills.
  • Ability to handle multiple, non-congruent tasks simultaneously.

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 lead each client’s renewal cycle to ensure a positive and productive client experience.
  • Maintain 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 ad hoc client requests.
  • Gather and analyze data, and draft assigned elements of stewardship reports and other 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.
  • Where applicable, serve as the primary point of contact with Aon Client Services, coordinating the client service team and Aon Client Services to ensure assigned processes are efficient and client deliverables are high quality.
  • Collaborate with Premium Accounting on client billing matters.
  • Handle routine and sophisticated coverage inquiries and endorsement requests.
  • Serve as a 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 less senior account specialists when applicable, and delegate work to support staff and Aon Client Services where applicable.
  • Ensure tools are understood and used, and perform related duties as assigned.

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