Senior Account Executive, Broking (Employee Benefits)

Aon; Kuala Lumpur; Hybrid; MYR 60,000 - 90,000; Full time

Job summary

Aon is hiring a Senior Account Executive in Broking for their Health & Benefits team in Kuala Lumpur. This hybrid role combines client management duties with data handling and coaching responsibilities, ideal for candidates with a background in business administration or insurance. We value an inclusive environment and provide a comprehensive benefits package while supporting personal wellbeing.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Qualifications

• Minimum 3 years working experience in related field.
• Must have diploma/degree in relevant field.
• Professional qualifications like DMII or ACII are preferred.

Responsibilities

• Handle client management tasks including renewals and proposals.
• Assist in data management and maintain accurate client files.
• Guide and coach new team members.

Skills

Computer Skills

Communication

Pleasant personality

Education

Diploma/Degree in Business Admin/Insurance

Professional qualification in MII or CII

Tools

Microsoft Office

Job description

Senior Account Executive, Broking (Employee Benefits)

We're hiring! We are looking for a Senior Account Executive, Broking to join our Health & Benefits team in KL, Malaysia. This is a hybrid role with the flexibility to work both virtually and from the 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 team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Client Management:

• Providing professional advice to clients in the Health & Benefits department by handling routine enquiries and transactions.
• Developing and preparing renewal reports/proposals which include underwriting specifications and insurance summaries.
• Follow-up on outstanding broking matters on a timely basis.
• Review the quotes received from insurers in preparation of renewal reports/proposals.
• Review coverage summary to be submitted to insurers for accuracy during quotation exercise and confirmation of placement.
• Monitor on policies issuance and preparing advice for billings.
• Consistently check accuracy of quotations, coverage summaries and policies.
• Ensure credit control are up-to-date and follow-up with clients on premium payment.
• Assisting the claims team on claims matters (where necessary).
• Ensure compliance with company policies, procedures and regulations.
• Ensure the Team Lead is kept fully informed of nay pertinent issues or problems.

Data Management:

• Ensure clients’ data and information are accurate and updated on timely manner.
• Ensure all clients’ and insurer documentation and correspondences are kept in the designated file/folder for future reference.
• Ensure all renewal documentation, i.e. policy/cover note/hold cover confirmation are sent to the clients on timely manner according to the guidelines.

Coaching:

• To guide and coach new team members in H&B on work processes, procedures and company policies and compliances, as well as on certain technical aspects of the EB policies.

Skills and experience that will lead to success

Education & Qualifications/ Expected Experiences:

• Diploma/Degree in Business Admin/Insurance or related field
• Professional qualification either in MII or CII (e.g. DMII, AMII, Dip CII or ACII)
• Minimum 3 years working experience in related field

Skills & Knowledge:

• Computer Skills (especially in Microsoft Office – Word, Excel and Powerpoint)
• Communication skill in English (both written & oral)
• Pleasant personality

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

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 and inclusive 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 [e-mail]

2562530

Senior Account Executive, Broking (Employee Benefits)

We're hiring! We are looking for a Senior Account Executive, Broking to join our Health & Benefits team in KL, Malaysia. This is a hybrid role with the flexibility to work both virtually and from the 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 team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Client Management:

• Providing professional advice to clients in the Health & Benefits department by handling routine enquiries and transactions.
• Developing and preparing renewal reports/proposals which include underwriting specifications and insurance summaries.
• Follow-up on outstanding broking matters on a timely basis.
• Review the quotes received from insurers in preparation of renewal reports/proposals.
• Review coverage summary to be submitted to insurers for accuracy during quotation exercise and confirmation of placement.
• Monitor on policies issuance and preparing advice for billings.
• Consistently check accuracy of quotations, coverage summaries and policies.
• Ensure credit control are up-to-date and follow-up with clients on premium payment.
• Assisting the claims team on claims matters (where necessary).
• Ensure compliance with company policies, procedures and regulations.
• Ensure the Team Lead is kept fully informed of nay pertinent issues or problems.

Data Management:

• Ensure clients’ data and information are accurate and updated on timely manner.
• Ensure all clients’ and insurer documentation and correspondences are kept in the designated file/folder for future reference.
• Ensure all renewal documentation, i.e. policy/cover note/hold cover confirmation are sent to the clients on timely manner according to the guidelines.

Coaching:

• To guide and coach new team members in H&B on work processes, procedures and company policies and compliances, as well as on certain technical aspects of the EB policies.

Skills and experience that will lead to success

Education & Qualifications/ Expected Experiences:

• Diploma/Degree in Business Admin/Insurance or related field
• Professional qualification either in MII or CII (e.g. DMII, AMII, Dip CII or ACII)
• Minimum 3 years working experience in related field

Skills & Knowledge:

• Computer Skills (especially in Microsoft Office – Word, Excel and Powerpoint)
• Communication skill in English (both written & oral)
• Pleasant personality

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

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 and inclusive 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 [e-mail]