Jobs · Customer Service · California

Sr. Account Manager

Aon · California, United States · Yesterday
On-siteCustomer ServiceFull-time

Essential Duties And Responsibilities

  • Works proactively to maintain relationships with carrier and client contacts.
  • May lead client meetings for accounts assigned to them.
  • The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Client Executives and Advisors.
  • Communicates directly with clients and carriers, in collaboration with the Client Executive or Advisor.
  • Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.
  • Will have an assigned book of business.
  • The Senior Account Manager will be responsible for writing new business accounts from leads provided by other team members and leads cultivated by the Senior Account Manager from their book of business and contacts in the film/TV industry.

Knowledge, Skills, And/or Abilities

  • Highly organized with excellent verbal and written communication skills.
  • Self-confident to make sound independent decisions.
  • Able to work overtime as necessary.
  • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
  • Ability to handle situations in a calm, courteous and professional manner.
  • Customer focused to establish and maintain effective relationships.
  • Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
  • Intermediate level of experience in agency management system(s).
  • Ability to prioritize multiple tasks to meet deadlines.
  • Must be able to read, analyze and reconcile financial reports.
  • Possess strong analytical and problem solving skills.
  • Sharp attention to detail, decision making skills, and problem resolution.
  • Flexibility and adaptability to changing priorities, deadlines and technology.

Education And/or Experience

  • BA/BS preferred.
  • Typically, more than ten years industry and product line experience.

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