Client Servicing Specialist (Health & Benefits)

Aon Insurance and Reinsurance Brokers Philippines, Inc; Philippines; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

Aon Philippines is seeking a Senior Account Broker to manage day-to-day client accounts, drive renewal processes, and strengthen partnerships with key stakeholders. The role emphasizes relationship-building, precision in renewals, and opportunities to expand services with clients.

The position requires a Bachelor's degree, strong analytical and communication skills, and the ability to work across teams in a dynamic environment.

Qualifications

• Bachelor's degree or equivalent in a related field.
• Ability to manage renewal processes and client expectations.
• Strong analytical and communication skills.

Responsibilities

• Manage day-to-day client accounts and renewals with accuracy.
• Build and maintain strong client relationships to support retention.
• Assist in growing the book of business through cross-sell opportunities.

Skills

Client relationship management

Renewal planning

Sales of additional products

Analytical thinking

Stakeholder management

Communication

Resilience

Adaptability

Team collaboration

Proactive and self-starter

Education

Bachelor's degree or equivalent

Tools

MS Word

Excel

PowerPoint

Job description

Senior Account Broker

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

Growth and Business Results

• Contribute in achieving Health Solutions Budget and SPTI target by strict adherence to Renewal Plan Management and booking process based on milestone dates and metric.
• For global accounts - adherence to GBoR renewal metrics.
• Ensure completeness of pre-renewal documents prior to RFP
  

Client Ownership

• Developing client relationships positively influencing client retention
• Positive Net Promoter Score from clients and regularly review value proposition to increase overall partnership position.
  

Operational Excellence

• Ensure adherence to Aon Broker's Guide and Achieve compliance with Operational Excellence and Data Management KPIs (\"Aon Commitments\").
• Adhere to Client Service Plan/SLA by accurate and timely delivery of cards, medex, underwriting decisions and endorsements.
• Adherence to invoice management (complete, accurate and timely invoice) - overdue renewals, booking TAT and zero un-invoiced transactions.
• Adherence to TBS requirements (UAT and plan management - updated every renewal based on agreed metric).
• Adherence to e-filing system following ABG requirements.
• Timely update of TRS and target of at least 65% for external.
• Timely feedback on client queries.

How this opportunity is different

We are looking for a dedicated individual to join us as a Senior Account Broker at Aon Philippines, offering you a real opportunity to further develop your capabilities. You will be involved in a variety of projects and clients playing a key role in helping to shape the future of their companies.

This role is primarily responsible for cultivating relationships with clients through day-to-day account management of a book of business or client accounts. Responsible in solidifying relationships to secure existing business with identified clients and, where applicable, growing the business through the sale of additional products and/or solutions aligned to client needs.

This is a great opportunity to become a fundamental member of a highly professional and diverse team. Aon is a global organization which strives to provide meaningful career paths for its employees. Come on board and reap the rewards.

Skills and experience that will lead to success

• Candidates with a Bachelor's degree or equivalent experience (graduate of any 4 – year course)
• Demonstrate resilience; the flexibility to adjust to multiple demands, shifting priorities, ambiguity and rapid change
• Ability to work with all levels including senior partners.
• Able to develop simple solutions to complex problems
• Results driven and take accountability for results.
• Highly analytical and diligent
• Curious and willing to learn
• Interested in the insurance market
• Personable and able to build and maintain relationships with internal and external stakeholders
• Proactive and a self-starter
• Able to act with conviction and be a people-influencer
• Able to communicate clearly, both verbally and in writing
• Highly proficient in MS Word, Excel, and PowerPoint

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 recognise 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, sexual orientation, gender identity, national origin, 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 @Aon.com