[Hiring] Account Manager @Aon

Role Description

The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. The Account Manager II will manage the renewal and marketing process and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.

We offer the flexibility of either a hybrid work arrangement from our regional Northeast offices or a fully remote arrangement available to candidates located in any U.S. city. The required work schedule is Monday through Friday, 8:00 AM to 5:00 PM Eastern Standard Time (EST), regardless of residential time zone.

Qualifications

• High School Degree required
• Associates degree (or equivalent) preferred
• More than 3 years’ client service and/or industry and product line experience
• P&C Insurance License required

Requirements

• Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation
• Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system
• First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives may be available