Senior Account Manager
Our Commercial Risk team is looking for a Senior Account Manager. This is a hybrid role based out of either our Seattle or Portland, OR office. 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 clients renewal cycle, ensuring a positive and productive client experience.
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.
- May draft quote comparisons and is responsible for saving down 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, Workers Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
- Monitors and follows-up on 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 brokers 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 $70,000 - $90,000. The actual salary will vary based on applicants education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicants geographic location.