Associate Account Executive

Description:

What the day will look like

• 
  Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations;
• Under the direction of the principle Account Executive, servicing existing programs, defining routine risk exposure and providing first level advice on general policy coverages;
• Attending client meetings, including C-Suite and similar level clients;
• Managing the client renewal process and collaborating with all members of the client team on marketing requirements, deadlines and deliverables;
• Identifying specific client risk exposure and developing and presenting innovative coverage solutions in support of existing and new business growth;
• Developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities;
• 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;
• Receiving policy contracts from the Broking Team, providing first level review to ensure apparent client needs have been met;
• Preparing client service summaries, program reports and client survey information for review by Service Team Management;
• 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;
• Handling and servicing an assigned book of accounts;
• Leading by example by demonstrating and sharing with all lines of business the importance of best practice; and
• Performing other related duties as assigned.