Description:
As an integral part of the Risk Management/General Practice group, our new colleague will:
Manage and grow a client portfolio of commercial risk clients, across a broad range of industries- Act as primary point of contact for client inquiries
- Educate clients and colleagues on insurance matters
- Coordinate Aon resources to support timely service deliverables to the clients
- Act as a liaison between client, insurers, and Aon branches (if necessary), handling questions and general inquiries and preparing correspondence
- Identifying specific client and prospect needs and developing innovative solutions
- Ensure all procedures, internal client documents and correspondence are in compliance with Aon audit standards
- Reviewing and revising insurance program in conjunction with the client to ensure complete and appropriate coverage
- Coordinating/providing oversight to the account team and establish client service plans that prioritize the account activities and profitability in a value based approach for the scope of services required
- Coordinating/leading the strategy for the account renewal and the ongoing requirements during the year, including the marketing processes and negotiations with underwriters
- Managing and being responsible for the 120-day Renewal Process including preparing the renewal report, presenting to client for approval, obtaining the binding order and reviewing policy documentation and delivering to client in a timely manner
- Developing and nurturing client relationships to achieve high client retention and cultivate opportunities to grow client the client relationships
- Managing all information needed to take an application, prepare quotations, calculate premiums, bind coverage and prepare documents for billing
- Assisting with correspondence, client insurance summaries, promotional material, reports and presentations
- Collaborating with brokers and/or contacting underwriters directly to negotiate the best terms and conditions, premiums and coverage
- Ensuring and compliance with all Aon information/documentation storage standards