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Senior Account Executive
4 months ago
- Develop and maintain knowledge of client’s operations and risk exposures.
- Identify specific client and prospect needs and develop innovative and cost-effective solutions.
- Review and revise insurance program in conjunction with the client to ensure complete and appropriate coverage.
- Resolving client issues and concerns in partnership with the service team.
- Interacting and communicating regularly with the service team to ensure expected standards of service are delivered to the client.
- Maintaining at all times, a thorough understanding and knowledge of all available Aon resources.
- Ensuring expected standards of service are delivered to our clients
- Produce new business and assist in the development of sales and marketing strategy.
- Develop comprehensive new business sales and development plans for identified targeted prospects and existing clients based on pre-agreed financial goals.
- Focus efforts on the development of new contacts and building relationships with prospects that align with the Branch’s acknowledged target market, with the understanding that volume of prospecting activity is essential.
- Providing the leadership necessary for development and delivery of insurance and industry related presentations / seminars prospects and clients as required
- Introducing the service team to clients as their day-to-day point of contact for ongoing service needs and ensuring smooth communication and coordination with the client.
- In conjunction with the service team, establish client service plans ensuring account profitability in a value-based approach for the scope of services required.
- Assume accountability for the day-to-day service quality provided to the client.
- Developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities.
- Perform other related duties as required.
- Performing other related duties as assigned in support of the managing the day-to-day service delivery to our clients.
- Coordinating the efforts of technical and support staff to service clients efficiently
- Mentoring all levels of staff as required.
- Performing other related duties as required
- +10 years Commercial insurance experience
- Level II license required
- CIP, FCIP and CAIB are preferable, or working towards
- Proficient in MS Word, Excel, Microsoft Outlook and Epic
- Strong organization skills and the ability to prioritize under pressure of competing deadlines.