Bilingual Associate Account Executive

Description:

• Developing knowledge of client operations and risk exposures.
• Handle inbound and outbound calls for new and existing business and provide ongoing service support to clients
• Responding to client and advisor inquiries either by telephone or by email
• Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations within service level standards.
• Where required, managing renewal process, including preparing the renewal documents, presenting to client for approval, obtaining the binding order, and reviewing policy documentation and delivering to client in a timely manner.
• Providing direction when a claim is reported or inquired upon
• Cross-selling and expanding the existing insurance programs with our clients; developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities.
• Following up for renewal information with advisors and clients
• Reviewing application information and referring to Insurers where appropriate
• Ensuring understanding of all Aon Facilities, including wordings, endorsements, limits, etc.
• Entering client and insurer information in an accurate and timely manner
• Creating daily/monthly premium invoicing where required
• Escalating, as required, complex/difficult customer complaints or inquiries to the appropriate team leader