Associate Account Executive

Description:

• Managing the client renewal process and collaborating with all members of the client team on marketing requirements, deadlines and deliverables on assigned accounts.
• Identifying specific client risk exposures.
• Establishing account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure.
• Coordinating client information with the Broking Team (Broker / Associate Broker / Broking Coordinator) to initiate renewal process.
• Supervising the day to day administrative activities of the Account Coordinators and/or administrative members of the service team, as required.
• Servicing existing programs, defining routine risk exposure, and providing first level advice on general policy coverages under the direction of the principle Account Executive.
• Preparing client service summaries, program reports and client survey information for review by Service Team Management.
• Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations.
• Receiving policy contracts from the Broking Team, providing first level review to ensure apparent client needs have been met.
• Reviewing endorsements, cover notes and certificates of insurance produced by the Broking Coordinator to ensure their accuracy and completion in support of the team’s service plan.
• Leading by example by demonstrating and sharing with all lines of business the importance of best practice.
• Other related duties and responsibilities as assigned.