Senior Account Manager - Hybrid/San Francisco, CA

Aon Corporation•San Francisco, CA

1d•Hybrid

About The Position

Aon's Commercial Risk team in San Francisco is looking for a Senior Account Manager. This is a hybrid role based out of our San Francisco, CA office. Aon is in the business of better decisions, shaping 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. From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility.

Requirements

3+ years of insurance experience required (preferably in an Account Management role)
High school diploma or equivalent required

Nice To Haves

Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date
Associates degree preferred
Experience supporting complex clients is preferred

Responsibilities

Partner with Account Executives on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience.
Maintains effective and positive relationships with clients.
Serves independently in a client-facing capacity on matters of moderate importance and complexity.
Facilitates the timely and accurate flow of information between clients and account team members, keeping all parties informed.
Handles client open items lists and respond to client ad-hoc requests.
Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
Actively supports and monitors the renewal process, engaging with account team members as necessary.
Makes draft quote comparisons and collaborates with Account Coordinators to oversee the saving of binders, policies, and endorsements.
Serves as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed efficiently and quality of client deliverables.
Primary collaborator with Premium Accounting on client billing matters.
Receives and handles routine and sophisticated coverage inquiries and endorsement requests.
Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
Monitors invoice generation, fee agreements, receivables, and collections.
Addresses and resolves problems.
May provide guidance and mentoring to a less senior account specialist.
Delegates work to support staff and ACS where applicable.
Ensures tools are understood and used.
Performs related duties as assigned.