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Account Specialist Manager

Aon
life insurance, vision insurance, paid time off, paid holidays, sick time, tuition assistance, 401(k)
United States, Texas, Houston
Nov 16, 2024

Are you a client service leader within the property casualty insurance segment who enjoys leading people and establishing relationships? This could be an outstanding role for you!

This role is a hybrid role based out of our Houston, TX office.

Aon is in the business of better decisions:

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

You are responsible for leading talent development for the Account Specialist population. Helping AS team members achieve their individual goals through leadership, role modeling, coaching, mentoring, training, and engagement. An example of your day-to-day may be:

  • 80% or more leading Account Specialist population including training and development, identifying efforts to standardize work, ensure activities are performed by the right group, and manage capacity across the team
  • Up to 20% collaborating with regional and national Account Specialist leadership
  • Up to 10% supporting initiatives with Account Executive leaders
How this opportunity is different:
  • Collaborate with Account Specialist staff, Account Management team, and Client Service Delivery Leaders to establish clear roles, responsibilities, and performance expectations within the team.
  • Leverage the capacity model and Account Specialist best practices to maximize the efficiency of the Account Portfolio under your leadership. Focus on continuous improvement and the operational efficiency of your team in support of the office-based teams. Enable effective onboarding and handling of net new clients and the expansion of our relationships with existing clients.
  • Monitor clients' satisfaction, including both internal and external clients.
  • Monitor performance and suggests changes in Account Specialist assignments and the composition of service teams as appropriate working closely with the Account Executive leader and CSDL.
  • Work with CSDL and Account Executive leader on succession planning for key clients, and Account Specialist recruiting and talent pipeline. Collect meaningful multi-rater feedback for use in the performance management process. Swiftly handles any instances of underperformance within the Account Specialist team and advocates for those Account Specialists looking for Account Executive opportunities.
  • Work on region and national client service delivery initiatives to ensure efficiency and build standard processes.
  • Educate assigned Account Specialist by leveraging training plans in client management, risk management, insurer interface, and Aon resources and processes. Ensures tools are understood and used.
  • Ensure Account Specialist understand their career opportunities and encourage movement where possible.
  • Work to monitor and increase colleague engagement on the team, including effective utilization of Smart Working strategies to build team culture and collaboration.
Skills and experience that will lead to success:
  • 5+ years of Commercial Insurance experience, project management, and leadership.
  • Valid Property and Casualty License preferred.
  • Recent management experience with direct reports.
  • Strong desire to lead a team and work alongside local colleagues and regional/national leadership.
  • Has experience with or a strong desire to monitor and increase colleague engagement with the team, including effective strategies to build team culture and collaboration.
  • Experience with recruiting and managing talent pipeline. Collecting meaningful feedback for use in the performance management process.
  • Ability to monitor clients' satisfaction, including both internal and external clients.
Education:
  • Bachelor's degree or equivalent years of work experience.
  • Valid Property and Casualty Insurance License preferred.
    • With no license, must obtain P&C within 120 days of start date.
How we support our colleagues

The target salary range for this position is $95,000-$105,000 (US Dollar) annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

This position is eligible to participate in one of Aon's annual incentive plans. The amount of the incentive varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities 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, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

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