Accounting, Accounts Receivable, Billing, Brokerage, Career Development, Credit and Collections, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Data Analysis, Data Collection, Establish Priorities, Finance, Insurance, Leadership, Mentoring, People Management, Problem Solving Skills, Risk, Sales Management, Stewardship, Team Player, Worker's Compensation
Considering a job change?Take a look at Aon!Our Commercial Risk team is looking for aSeniorAccount Manager.
This is a hybrid role based out ofeitherourSeattle, WAor Portland, OR office.
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:
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 runpointon each client's renewal cycle, ensuring a positive and productive client experience.
How this opportunity is different
What makes this opportunity different is the combination of meaningful client impact and Aon's collaborative culture. In this role, you'll work closely with colleagues across geographies and solution lines, leveraging Aon's tools and deep expertise to deliver great outcomes for clients-while benefiting from a supportive environment that prioritizes continuous learning, career development, and personal wellbeing.
Skills that will lead to success
- Maintains effective and positive relationships with clients.Serves independently in a client-facing capacity on matters of moderate importance and complexity.
- Facilitates thetimelyandaccurateflow of information betweenclients,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 andmonitorsthe renewal process, engaging with account teammembersas necessary. May draft quote comparisons andis responsible forsaving downbinders, policies, and endorsements.
- Where applicable, 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 sophisticatedcoverageinquiries 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 andfollows-up on 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.
Education and Experience:
- 5+ years of insurance experiencerequired(preferably in an Account Management role)
- Property & Casualty broker's license strongly preferred, or to be obtained within120 daysof start date