Senior Account Executive P&C
An emerging leader who is responsible for the day-to-day, account management of Aon's relationships with assigned clients as their primary role. Leads client service initiatives to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation and reporting, promotes the value Aon delivers to clients.
Retains and grows Aon's business, cultivating relationships with clients. Coordination of value added services, stewardship meetings, client visits, data management and reporting.
Ensures overall account profitability with a value-based approach for the scope of service and costs associated with the Client Promise Plan. Ensures that the full value of involved ARS specialists and practice groups is promoted.
Informs clients in risk management, risk transfer, market issues and relevant insurance trends. Seeks to be a trusted business adviser on all pertinent issues; monitors client satisfaction; reports and resolves client issues and concerns and reviews client expectations to ensure relationship is mutually acceptable and beneficial.
Marshals appropriate Aon resources to support clients in unusual circumstances such as large claims, etc., seeking management assistance when required.
Drives the renewal process, assembling the appropriate team to develop and implement the client-specific renewal strategy. Coordinates with broking unit the development and delivery of renewal strategies, account placement and revenue enhancement.
Directly and by teaming with originators, actively seeks to identify and develop client penetration and new business opportunities with existing and potential new customers through the introduction of products, services, lines of business and industry expertise. Follows the Discovery Process of Client Promise to identify each client's needs and develops a Client Promise Plan to help clients achieve their goals and objectives.
Education: Bachelor's degree with Risk and Insurance Management/Business related curriculum preferred.
Technical Training: Brokers license. CISR &\or CIC in progress or completed preferred.
Experience: Typically at least 8 years of appropriate insurance experience.
Strong basic knowledge of the insurance business (Property & Casualty) and the assigned clients' needs as well as all major lines of business. Proficiency in PC office products such as Word, Excel. Power Point and Outlook is required. Evidence of ability to become proficient in the use of Aon specific software tools (Aon Access).
Language skills in Spanish and English. Ability to read and understand instructions, policies, correspondence, and memos. Ability to write complex correspondence and make complex presentations of information, effectively, an individual or small groups of customers and other employees of the organization.
Consulting, negotiating and selling skills. Team work oriented. Ability to deal with problems involving some variable in common situations.
Ability to design structured work plans and work on multiple projects with different, concurrent due dates and firm deadlines.