Senior Account Manager - Hybrid/Charlotte, NC

Aon Corporation•Charlotte, NC

2d•Hybrid

About The Position

Aon is looking for a Senior Account Manager to join their client service team in a highly collaborative, team-oriented environment. This is a hybrid role based out of the Charlotte, NC office. Aon's mission is to shape decisions for the better to protect and enrich the lives of people around the world. The organization is united through trust as one inclusive team and is passionate about helping colleagues and clients succeed.

Requirements

3+ years of insurance experience required (preferably in an Account Management role)
Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date
Strong verbal and written communication skills and analytical abilities
Ability to work well under pressure with attention to detail
Team oriented self-starter, with ability to organize, prioritize, monitor and control workflow deadlines and be flexible
Proficient in Outlook, Microsoft Excel, Word, and PowerPoint (intermediate to expert user level preferred)
High school diploma or equivalent required

Nice To Haves

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.
Run point on each client’s renewal cycle, ensuring a positive and productive client experience.
Maintain effective and positive relationships with clients.
Serve independently in a client-facing capacity on matters of moderate importance and complexity.
Facilitate the timely and accurate flow of information between clients and account team members, keeping all parties informed.
Handle client open items lists and respond to client ad-hoc requests.
Gather and analyze data and draft assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
Actively support and monitor the renewal process, engaging with account team members as necessary.
Draft quote comparisons and is responsible for saving down binders, policies, and endorsements.
Serve 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.
Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
Serve 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.
Monitor and follow-up on invoice generation, fee agreements, receivables, and collections.
Address and resolve problems.
Provide guidance and mentoring to a less senior account specialist.
Delegate work to support staff and ACS where applicable.
Ensure tools are understood and used.
Perform related duties as assigned.