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Aon · 1 day ago

Account Manager II - Hybrid/San Francisco, CA

San Francisco, CA

Full-time

Hybrid

Mid Level

$80K/yr - $95K/yr

3+ years exp

Aon is in the business of better decisions, and they are seeking a Senior Account Manager for their Commercial Risk team in San Francisco. The role involves managing day-to-day service processes, supporting strategic client-facing initiatives, and overseeing the renewal cycle to ensure a positive client experience.

ConsultingProfessional ServicesRisk Management

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

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

Handles client open items lists and respond to client ad-hoc requests

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

Where applicable, serves as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed efficiently and quality of client deliverables

Primary collaborator with Premium Accounting on client billing matters

Receives and handles routine and sophisticated coverage inquiries and endorsement requests

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

Monitors 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. Performs related duties as assigned