Aon

Senior Account Manager - Hybrid/San Francisco, CA

Aon$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of insurance experience required, preferably in Account Management
  • Property & Casualty broker's license preferred or to be obtained within 120 days
  • High school diploma or equivalent required
  • Associate's degree preferred
  • Experience supporting complex clients is preferred

Responsibilities

  • Partner with Account Executives on assigned book of business
  • Manage day-to-day service processes and outputs
  • Support strategic, client-facing initiatives
  • Lead the renewal cycle for each client
  • Facilitate effective information flow between clients and account team
  • Coordinate activities with Aon Client Services
  • Address routine and sophisticated coverage inquiries

Benefits

  • 401(k) savings plan with employer contributions
  • Employee stock purchase plan
  • Medical, dental and vision insurance
  • Paid time off, including 12 holidays and 15 vacation days per year
  • Short-term and optional long-term disability
  • Employee assistance program with free counseling sessions
  • Tuition assistance and adoption assistance
Full Job Description
Considering a job change? Take a look at Aon! Our Commercial Risk team inSan Francisco is looking for a Senior Account Manager.

This is a hybrid role based out of our San Francisco, CA office.

What the day will look like:

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.

How this opportunity is different:

From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility.

Skills that will lead to success
  • 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.

Education and Experience:
  • 3+ years of insurance experience required (preferably in an Account Management role)
  • Property & Casualty broker's license strongly preferred, or to be obtained within 120 days of start date
  • High school diploma or equivalent required
  • Associates degree preferred
  • Experience supporting complex clients is preferred

Pay Transparency Laws

The salary range for this position (intended for U.S. applicants) is $80,000.00 - $95,000.00. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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About Aon

Aon plc is a leading global professional services firm that provides a broad range of risk, retirement and health solutions. The company was founded in 1982 and is headquartered in London, England. Aon operates in more than 120 countries and has a team of over 50,000 employees. The company's services include risk management, insurance brokerage, reinsurance brokerage, human capital consulting, and retirement solutions. Aon is committed to helping clients manage risk and achieve their goals, and is known for its innovative solutions and industry expertise. The company is listed on the New York Stock Exchange under the ticker symbol AON.
Learn more about Aon
Size
50,000 employees
Market Cap
$62.1 billion
Industry
Net Income
$1.9 billion
5 Year Trend
+5.3%
Revenue
$11 billion
NASDAQ

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