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Aon

Global risk, retirement, health solutions provider

Account Manager 2 - Commercial Risk

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

About the Job

Requirements

  • At least 3 years of insurance experience is required, preferably in account management.
  • A Property & Casualty broker’s license is strongly preferred or must be obtained within 120 days of the start date.
  • A high school diploma or equivalent is required.
  • Strong verbal and written communication skills and analytical abilities are required.
  • The candidate must be able to work well under pressure with attention to detail.
  • The candidate must be able to organize, prioritize, monitor, and control workflow deadlines, and remain flexible.
  • Proficiency in Outlook, Microsoft Excel, Word, and PowerPoint at an intermediate to expert user level 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 lead each client’s renewal cycle to ensure a positive and productive client experience.
  • Maintain effective, positive client relationships and serve independently in a client-facing capacity 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 other presentations tailored to the audience and circumstances.
  • Support and monitor the renewal process, engage 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 performed efficiently and client deliverables meet quality expectations.
  • 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 a less senior account specialist when applicable, and delegate work to support staff and Aon Client Services when applicable.
  • Ensure tools are understood and used, and perform related duties as assigned.

Desired Qualifications

  • An associate degree is preferred.
  • Experience supporting complex clients is preferred.

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

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