Description:
Maintaining regular contact with client and expanding relationships within their organization - both health relationship, but also introducing other solution lines to a client. Leading changes of client contacts and ensuring any transitions are smooth
- Developing senior relationships in an organization - i.e., C-suite
- Executing the engagement agreement and modifying as required, as well as Aon Client Promise discussions and activity and ensuring that identified clients participate in the ACP survey
- Ensuring that client satisfaction (as measured by the Net Promoter Score and/or through our formal client satisfaction check-in to be defined1) is high and identifying jeopardy situations in a timely manner, developing a strategy to support the save of an account
- Conducting annual planning meetings and developing strategy with support from Delivery Lead(s)
- Leading general client communications (legislative updates, etc.)
- Meeting regularly with the Delivery Lead(s) to ensure understanding of the client deliverables and their timing
- Joining the DL for client meetings, developing a strong partnership/team approach with the DL
- Onboarding new clients by ensuring coordination with finance, business units, etc. so that contracting, and engagement compliance is complete
- Leading budgets, forecast in Client Planner
- Ensuring commissions (if applicable) are received in a timely manner and accurately reflect expected levels
- Ensuring that the value of our services is well understood by the client
- In conjunction with sales, responsibility for hosting and supporting client roundtables and maintaining visibility with various industry organizations (CPBI, HRPA, other) within the local market.
How this opportunity is different
The opportunity to work in a growth role that allows for the individual to grow, work with other functional areas, bring their individual strengths and opportunities to the table to build a practice and team that is stronger as a unit versus individual. Our Health Solutions practice is founded on the opportunity of our colleagues, we win as a team and lose as a team!
Skills and experience that will lead to success
- Hands-on experience in the Health Benefits realm is required
- Post-secondary degree or diploma in Business, Commerce or similar area of focus is preferred but not mandatory
- Proven ability to build, maintain and expand effective professional relationships across multiple stakeholder groups
- Natural curiosity coupled with a positive mindset and approach to problem solving
- Life Insurance license will be required within 12 months if not already held