Assoc Account Executive - Charlotte Risk

Profile

Provide strategic support to Account Executives by managing the renewal process and delivering other strategic functions related to Delivering Aon United and Client Promise. Work with AEs on larger and/or more complex accounts.  Eventually act as AE on own book of business (less complex accounts), up to $1M in revenue with 10% annual growth goal.  Job Description:Responsible for the day-to-day, account management of assigned accounts under the direction of an AE.Develop Client Promise / DAU Discovery preparation, and participates in Discovery process, as well as SAR and/or Aon United Client Promise Discovery Prep meeting.Maintain ownership of renewal process, driving renewal strategy and overseeing preparation of client proposals.Develop fee proposal and fee agreement and participate in fee negotiations.Develop Aon IQ and begins to leverage the Aon network to deliver Aon United value to the client.Develop client relationships.Knowledge & Experience:Bachelor’s degree or 1-3 years of related insurance experience. P&C license required within first 6 months of employment. Basic understanding of Aon's resources and capabilities.Emerging negotiation and presentation skills.Desire to move into Account Executive Role within 2-4 years.Responsibilities:Growth:  pipeline management (update Aon Connect leads, opportunities, activities, and client contacts) and assisting with opportunity Identification / pursuit by collecting available data from prospect/client for submission preparation; and if applicable, create TCOR workbook. Actively pursues new ideas with Aon client teams to provide alternative products and services to clients.  Sequences work to achieve timely completion of the most critical and sensitive activities.New Client Onboarding:  deliver New Client Engagement Letter and Welcome Packet (as appropriate), send agreement to RMD, escalate bespoke terms to legal / LOL / modifications (if needed), and send agreement to client for signature.Client Relationship: Develops and maintains an extensive understanding of client needs and expectations. Positions self as a strategic partner and colleague in relation to the business needs and issues of clients and prospects.  Prepares initial draft of the Aon United internal discovery preparation and participates in Aon United Client Discovery.Client Contract Management/Compensation: create Client Contract, engage Global Pricing Team to strategize pricing options, review and seek approval for Limitation of Liability, seek approval from RMD and Finance on any Installment requests, and draft Fee Proposal.DAU / Client Promise: Complete Pricing Council Checklist, attach pricing council checklist and send to Aon Connect, complete Discovery Prep work (including selecting a company profile in Aon Connect, reviewing 10-K/10Q, risk factors, etc.), prepare for and schedule Discovery Meeting with Client, draft and update any follow-up post-meeting, handle management of contacts to receive CP/Client Satisfaction Survey, and manage leads and/or opportunities in Aon Connect.Renewal Strategy Preparation/Meeting: Partner w/Account Specialist on internal Renewal Strategy Meeting(s) preparation, conduct Internal Renewal Strategy Meeting using appropriate checklists (see Internal Discussion Document in Tools), include goals and commitments established in Client Promise Plan (renewal strategy), compile all additional information (e.g. discovery, available financials, client organizational changes, industry performance, trends and forecasts) and draft the Renewal Strategy Plan. Present to the renewal team for review, lead client Renewal Strategy meeting, and confirm best deal criteria and finalize Renewal Strategy Plan, including individual team member and client responsibilities (agenda).Marketing/Quoting:  Obtain Client Acknowledgement & Binding Instructions from client.Proposal: Obtain and update Total Cost of Risk (TCOR) information as appropriate (see Renewal Proposal Tools & Templates for forms), prepare proposal Financial Summary, write Executive Summary, compile proposal document with PAC team (ensuring that business terms are correct), do peer review of client deliverables, prepare client Authorization to Bind email (at direction of AE), and present proposal to clients.Mid-Term Activities:  Consolidate data for Due Diligence projects, provide project management for Aon Due Diligence team, prepare and execute Client Training, prepare draft and final client market presentations, perform Contract Reviews, conduct quarterly client meetings, and manage Open Items list.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.We offer youA competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.Our Colleague Experience: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. To learn more visit Aon Colleague Experience.About Aon:Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.Disclaimer:Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.  2493152,qualifications:UNAVAILABLE,responsibilities:Provide strategic support to Account Executives by managing the renewal process and delivering other strategic functions related to Delivering Aon United and Client Promise. Work with AEs on larger and/or more complex accounts.  Eventually act as AE on own book of business (less complex accounts), up to $1M in revenue with 10% annual growth goal.  Job Description:Responsible for the day-to-day, account management of assigned accounts under the direction of an AE.Develop Client Promise / DAU Discovery preparation, and participates in Discovery process, as well as SAR and/or Aon United Client Promise Discovery Prep meeting.Maintain ownership of renewal process, driving renewal strategy and overseeing preparation of client proposals.Develop fee proposal and fee agreement and participate in fee negotiations.Develop Aon IQ and begins to leverage the Aon network to deliver Aon United value to the client.Develop client relationships.Knowledge & Experience:Bachelor’s degree or 1-3 years of related insurance experience. P&C license required within first 6 months of employment. Basic understanding of Aon's resources and capabilities.Emerging negotiation and presentation skills.Desire to move into Account Executive Role within 2-4 years.Responsibilities:Growth:  pipeline management (update Aon Connect leads, opportunities, activities, and client contacts) and assisting with opportunity Identification / pursuit by collecting available data from prospect/client for submission preparation; and if applicable, create TCOR workbook. Actively pursues new ideas with Aon client teams to provide alternative products and services to clients.  Sequences work to achieve timely completion of the most critical and sensitive activities.New Client Onboarding:  deliver New Client Engagement Letter and Welcome Packet (as appropriate), send agreement to RMD, escalate bespoke terms to legal / LOL / modifications (if needed), and send agreement to client for signature.Client Relationship: Develops and maintains an extensive understanding of client needs and expectations. Positions self as a strategic partner and colleague in relation to the business needs and issues of clients and prospects.  Prepares initial draft of the Aon United internal discovery preparation and participates in Aon United Client Discovery.Client Contract Management/Compensation: create Client Contract, engage Global Pricing Team to strategize pricing options, review and seek approval for Limitation of Liability, seek approval from RMD and Finance on any Installment requests, and draft Fee Proposal.DAU / Client Promise: Complete Pricing Council Checklist, attach pricing council checklist and send to Aon Connect, complete Discovery Prep work (including selecting a company profile in Aon Connect, reviewing 10-K/10Q, risk factors, etc.), prepare for and schedule Discovery Meeting with Client, draft and update any follow-up post-meeting, handle management of contacts to receive CP/Client Satisfaction Survey, and manage leads and/or opportunities in Aon Connect.Renewal Strategy Preparation/Meeting: Partner w/Account Specialist on internal Renewal Strategy Meeting(s) preparation, conduct Internal Renewal Strategy Meeting using appropriate checklists (see Internal Discussion Document in Tools), include goals and commitments established in Client Promise Plan (renewal strategy), compile all additional information (e.g. discovery, available financials, client organizational changes, industry performance, trends and forecasts) and draft the Renewal Strategy Plan. Present to the renewal team for review, lead client Renewal Strategy meeting, and confirm best deal criteria and finalize Renewal Strategy Plan, including individual team member and client responsibilities (agenda).Marketing/Quoting:  Obtain Client Acknowledgement & Binding Instructions from client.Proposal: Obtain and update Total Cost of Risk (TCOR) information as appropriate (see Renewal Proposal Tools & Templates for forms), prepare proposal Financial Summary, write Executive Summary, compile proposal document with PAC team (ensuring that business terms are correct), do peer review of client deliverables, prepare client Authorization to Bind email (at direction of AE), and present proposal to clients.Mid-Term Activities:  Consolidate data for Due Diligence projects, provide project management for Aon Due Diligence team, prepare and execute Client Training, prepare draft and final client market presentations, perform Contract Reviews, conduct quarterly client meetings, and manage Open Items list.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.We offer youA competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.Our Colleague Experience: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. To learn more visit Aon Colleague Experience.About Aon:Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.Disclaimer:Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. ,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2021-09-27T16:54:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2022-09-27T16:55:17.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:https://jobs.aon.com,logo:https://assets.jibecdn.com/prod/aon/0.0.42/assets/brands/https://aon.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=1134557&hashed=154379},jobLocation:{@type:Place,address:{@type:PostalAddress,addressLocality:Charlotte,addressRegion:North Carolina,streetAddress:1111 Metropolitan Ave.,postalCode:28204,addressCountry:United States}}}

Company info

Aon PLC.
Website : http://www.aon.com