Account Manager

About the role

This is a virtual position, preferred working location EST or CST time zone. We are committed to delivering outstanding service and innovative solutions.

Responsibilities

• Manage and retain a portfolio of high-value healthcare accounts, including healthcare businesses and practices, educational institutions, and Dental Support Organizations (DSOs).
• Serve as primary relationship lead for clients and brokers, ensuring consistent communication and service delivery.
• Proactively identify retention risks and develop strategies to maintain and grow accounts.
• Closely coordinate with underwriting to deliver high-quality renewal outcomes.
• Lead renewal discussions, pricing reviews and negotiations, and client presentations.
• Build and maintain positive relationships with clients and key broker partners.
• Manage accounts that are serviced directly with clients as well as those supported through strategic broker relationships.
• Deliver a high-touch, personalized service experience for large and complex accounts.
• Ensure responsiveness and timely resolution of client and broker inquiries.
• Own retention goals and renewal targets and outcomes for the assigned portfolios.
• Maintain accurate forecasting and provide regular updates to leadership.
• Seek opportunities to strengthen client relationships and support long-term portfolio growth.
• Contribute to retention strategies and business planning initiatives across the Affinity Healthcare Division.
• Provide elevated service models for large, complex, high-premium accounts.
• Handle partner and brokers concerns and resolve issues quickly and effectively.
• Continuously improve the client experience through proactive engagement.
• Collaborate across underwriting, operations, marketing, sales and customer service teams to ensure seamless support.

Requirements

• 5-7 years of experience in account management, client retention, or relationship management, preferably within the insurance or financial services industry.
• Valid P&C license.
• Demonstrated track record of handling and maintaining high value client relationships in the insurance MGA or carrier space.
• Experience working with brokers, agents, and direct client relationships.
• Experience developing and providing feedback on commercial lines operations.
• Outstanding communication and interpersonal skills.
• Strong analytical and negotiation abilities.
• Strong planning and organizational skills with the ability to manage multiple priorities and consistently meet deadlines.
• Ability to efficiently implement critical initiatives and deliver measurable results.
• Self-starter with the ability to work independently while collaborating effectively across teams.
• A high-reaching approach with a focus on achieving and exceeding sales targets.

Qualifications

• Bachelor’s degree preferred or equivalent years of industry experience.

Benefits

The summary of all the benefits offered for this position includes: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 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 and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.

Pay

The salary range for this position (intended for U.S. applicants) is $65,000 to $80,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Schedule

This is a virtual position, preferred working location EST or CST time zone.