- Managing the client renewal process and collaborating with all members of the client team on marketing requirements, deadlines and deliverables on assigned accounts.
- Identifying specific client risk exposures.
- Establishing account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure.
- Coordinating client information with the Broking Team (Broker / Associate Broker / Broking Coordinator) to initiate renewal process.
- Supervising the day to day administrative activities of the Account Coordinators and/or administrative members of the service team, as required.
- Servicing existing programs, defining routine risk exposure, and providing first level advice on general policy coverages under the direction of the principle Account Executive.
- Preparing client service summaries, program reports and client survey information for review by Service Team Management.
- Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations.
- Receiving policy contracts from the Broking Team, providing first level review to ensure apparent client needs have been met.
- Reviewing endorsements, cover notes and certificates of insurance produced by the Broking Coordinator to ensure their accuracy and completion in support of the team's service plan.
- Leading by example by demonstrating and sharing with all lines of business the importance of best practice.
- Other related duties and responsibilities as assigned.
- Handling and servicing an assigned book of accounts.
- 3 + years of insurance industry experience;
- Level I Insurance License is required;
- Level II Insurance License is preferred
- Excellent interpersonal, communication, and presentation skills, both verbally and written;
- Client focused with proven relationship building skills;
- Ability to work collaboratively as a key member of a team and independently with minimum supervision.
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Associate Account Executive - Vancouver, Canada - Aon
Description
Are you looking for an opportunity to join a global leader in the professional services space? This could be the perfect opportunity for you
This role is subject to our SmartWorking policy, which may allow for a hybrid work style.
The salary range for this position is $70,000 - $96,000. The actual salary will vary based on applicant's education, experience, skills and abilities, as well as internal equity.
Aon also offers you a generous incentive earning opportunity and a comprehensive benefits package.
Aon is in the business of better decisions
At Aon, we shape 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.
What the day will look like
Each day is unique in this role. The daily work may look like any combination of tasks, such as:
How this opportunity is different
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions in Vancouver, Aon Reed Stenhouse office.
Skills and experience that will lead to success
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working