Account Specialist Manager

Company:  Jobs via eFinancialCareers
Location: San Francisco
Closing Date: 04/11/2024
Salary: £125 - £150 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description

Aon is hiring for an Account Specialist Manager!

Do you want to make an impact? Join a team that prioritizes a collaborative and positive team culture!

This is a hybrid role based out of our San Francisco or Seattle 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:

  • 80% or more leading AS 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 AE leaders

How this opportunity is different:

  • Leads efforts for AS staff to achieve and sustain effective alignment with Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovation, Results, and Values.
  • Collaborates with AS 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 AS 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.
  • Monitors clients' satisfaction, including both internal and external clients.
  • Monitors performance and suggests changes in AS assignments and the composition of service teams as appropriate working closely with the AE leader and CSDL.
  • Works with CSDL and AE leader on succession planning for key clients, and AS recruiting and talent pipeline. Collect meaningful multi-rater feedback for use in the performance management process. Swiftly handles any instances of underperformance within the AS team and advocates for those Account Specialists looking for AE opportunities.
  • Work on region and national client service delivery initiatives to ensure efficiency and build standard processes.
  • Educates assigned AS's by leveraging training plans in client management, risk management, insurer interface, and Aon resources and processes. Ensures tools are understood and used.
  • Ensures Account Specialist understand their career opportunities and encourage movement where possible.
  • Works 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 experience in multi-tasking and prioritizing tasks, communicating effectively to both peers and leaders and motivating others to achieve shared goals.
  • Valid Property and Casualty License and insurance experience.
  • 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 on 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

How we support our colleagues:

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.

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

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