Senior Account Manager - Hybrid/San Francisco, CA

About the role

This is a hybrid role based out of our San Francisco, CA 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.

Responsibilities

• 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
• Run point on each client’s renewal cycle, ensuring a positive and productive client experience

Requirements

• Maintains effective and positive relationships with clients
• Serves independently in a client-facing capacity on matters of moderate importance and complexity
• Facilitates the timely and accurate flow of information between clients and account team members, keeping all parties informed
• 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 and monitors the renewal process, engaging with account team members as necessary
• Makes draft quote comparisons and collaborates with Account Coordinators to oversee the saving of binders, policies, and endorsements
• Primary collaborator with Premium Accounting on client billing matters
• 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
• Maintains 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

Qualifications

• 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

• Maintains effective and positive relationships with clients
• Serves independently in a client-facing capacity on matters of moderate importance and complexity
• Facilitates the timely and accurate flow of information between clients and account team members, keeping all parties informed
• 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 and monitors the renewal process, engaging with account team members as necessary
• Makes draft quote comparisons and collaborates with Account Coordinators to oversee the saving of binders, policies, and endorsements
• Primary collaborator with Premium Accounting on client billing matters
• 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
• Maintains 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

Benefits

• 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
• Variety of 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
• Tuition assistance
• Commuter benefits
• An employee assistance program that includes free counseling sessions

Pay

The salary range for this position (intended for U.S. applicants) is $80,000.00 - $95,000.00. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.

Schedule

This is a hybrid role.