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Associate Account Executive
2 months ago
Aon is seeking a highly skilled and experienced Associate Account Executive to join its Construction Services Group. As a key member of our team, you will be responsible for providing exceptional service to our clients, managing their accounts, and identifying opportunities for growth and development.
Key Responsibilities- Verify inbound policy coverage requests for accuracy and completeness, update client data records, reconcile policy endorsements and update policy endorsement logs.
- Manage policy billings and convert enrollment endorsements according to account-specific procedures.
- Problem solve and find solutions to any billings issues should they arise in reconciling quarterly enrollment reports.
- Respond to and resolve client inquiries regarding project enrollment, billings, invoices, and taxes.
- Under the direction of Managing Director, Performance Security Leader and SDI Account Executive, servicing existing programs, defining routine risk exposure and providing first level advice on general policy coverages.
- Handling and servicing an assigned book of accounts.
- Developing and managing client relationships to provide excellent service in line with Aon's service requirements.
- Review coverage referral requests including financial statement analysis.
- Review policy renewal and new business applications information for completion and accuracy.
- Participation in the C&I Business Development strategy to identify opportunities, cultivate relationships and promote Aon as a broker of choice for prospective customers.
- Working with Business Development leaders to promote Aon at industry association functions to meet and develop prospects.
- Identifying specific client risk exposure and developing and presenting innovative coverage solutions in support of existing and new business growth.
- Attending and minuting client meetings.
- Establishing account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure.
- May supervise the day to day administrative activities of the Account Coordinators and/or administrative members of the service team, as required.
- Leading by example by demonstrating and sharing with all lines of business the importance of best practice.
Aon is a global organization that offers a diverse and inclusive work environment, opportunities for advancement, cross-training, and involvement in local, national, and global projects. Our colleagues enjoy a comprehensive benefits package, flexible working arrangements, and a commitment to ongoing learning and professional development.
Requirements- Strong data management skills required (Excel, macros, pivot-tables, etc.) is a must.
- Knowledge of Finance/ Accounting, financial statement analysis is a must.
- Excellent interpersonal and communication skills, both verbally and written.
- High business acumen and professional presentation skills.
- Ability to work collaboratively as a key member of a team and independently with minimum supervision.
- Meticulous attention to detail, refined organizational skills and the ability to multi-task.
- Proven ability to prioritize competing requirements and deadlines under pressure.
- Must have strong computer skills and be proficient with the Microsoft Office Package.
- Experience in reviewing and interpreting legal documents and/or insurance policies is an asset.
- Commercial insurance experience is preferred.
- Understanding of the Construction and/or Asset Management industry.
- Degree in Finance or Accounting is preferred or an equivalent years of industry experience.
- Commitment to ongoing learning and professional development.