Account Executive
Core
Manage assigned client relationships, coordinate service delivery, and drive retention and growth of the book of business for an insurance firm.
Role type
Senior Account Executive (Insurance)
Builds
Client service strategies, coverage options, and account profitability
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Account management, client relationship management, insurance product knowledge, negotiation, strategic account planning, cross-functional coordination, invoicing and receivables management
Preferred skills
Sales or business development experience, complex program management
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Serve as primary day-to-day contact for assigned clients; Build and maintain relationships with client contacts and key decision-makers; Understand client needs and coordinate appropriate Aon resources; Lead and coordinate renewal activities; Develop and evaluate program and coverage options; Lead stewardship planning and communicate value delivered; Retain existing business and identify opportunities to expand services; Support new business opportunities; Prepare and negotiate fee- and commission-based pricing; Provide guidance on risk management and market conditions; Coordinate resources across teams and geographies; Participate in strategic account planning; Support invoicing and receivables activities.
Seniority
Mid-Senior level (3-7+ years experience)