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About the Role

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 run point on each client’s renewal cycle, ensuring a positive and productive client experience.

Responsibilities

• Manage day-to-day service processes and outputs.
• Support strategic, client-facing initiatives.
• Manage client renewal cycles.
• Maintain effective and positive relationships with clients.
• Serve independently in a client-facing capacity on matters of moderate importance and complexity.
• Facilitate the timely and accurate flow of information between clients and account team members.
• Handle client open items lists and respond to client ad-hoc requests.
• Gather and analyze data and draft assigned elements of stewardship reports and other convincing presentations.
• Actively support and monitor the renewal process, engaging with account team members as necessary.
• Make draft quote comparisons and collaborate with Account Coordinators to oversee the saving of binders, policies, and endorsements.
• Serve as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS.
• Collaborate with Premium Accounting on client billing matters.
• Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
• Serve 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.
• Monitor invoice generation, fee agreements, receivables, and collections.
• Address and resolve problems.
• Provide guidance and mentoring to a less senior account specialist.
• Delegate work to support staff and ACS where applicable.
• Ensure tools are understood and used.
• Perform related duties as assigned.

Requirements

• 3+ years of insurance experience required (preferably in an Account Management role)
• Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date
• High school diploma or equivalent required
• Associates degree preferred
• Experience supporting complex clients is preferred

Skills

• Client relationship management
• Data analysis
• Presentation drafting
• Renewal process monitoring
• Quote comparison
• Billing coordination
• Coverage inquiry handling
• Endorsement request handling
• Invoice monitoring
• Fee agreement management
• Receivables and collections management
• Problem resolution
• Mentoring
• Delegation

Location

• San Francisco, CA

Work Type

• Hybrid

Experience Level

• Senior

Education Level

• High school diploma or equivalent
• Associates degree preferred

Salary/Compensations

• $80,000.00 - $95,000.00

Benefits

• 401(k) savings plan with employer contributions
• Employee stock purchase plan
• Consideration for long-term incentive awards
• Medical insurance
• Dental insurance
• Vision insurance
• Various types of leaves of absence
• Paid time off
• 12 paid holidays throughout the calendar year
• 15 days of paid vacation per year
• Paid sick leave as provided under state and local paid sick leave laws
• Short-term disability
• Optional long-term disability
• Health savings account
• Health care reimbursement accounts
• Dependent care reimbursement accounts
• Employee and dependent life insurance
• Supplemental life and AD&D insurance
• Optional personal insurance policies
• Adoption assistance
• Tuition assistance
• Commuter benefits
• Employee assistance program that includes free counseling sessions

About the Company

• 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.
• From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.
• They make a difference, work with the best, own their potential, and value one another.
• This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility.

Equal Opportunity

• For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.