What the day will look like
- Supervisory Role
- Mentor and coach a team of client-facing staff on their deliveries, including mentoring and formal evaluation processes
- Perform additional duties as assigned by the Company from time to time
- Demonstrate leadership qualities and provide feedback to the team under management
- Balance multiple responsibilities and tasks to deliver high-quality results
- Consulting
- Champion all client-related initiatives, including (but not limited to): Aon Brokers Guide, Client Promise, Explorer, Aon Pulse, Aon Care, Wellbeing, and Voluntary Benefits
- Ensure smooth implementation of all client-related initiatives
- Champion Aon United
- Maintain direct client relationships with all Global clients and sensitive regional/global clients
- Support the team by participating in business meetings with complex clients, preparing meeting minutes, and following up on open items until closure
- Execute cross-selling activities
- Service Delivery
- Support the Account Director with client initiatives and drive strategic engagement
- Maintain professional relationships with internal stakeholders, including local, regional, and global teams
- Build and maintain strong relationships with key external vendors, including insurers and specialty providers
- Ensure collaboration between Client Relations and other teams (e.g., Broking, Claims, Flex, Admin) in delivering client value
- Develop and manage client retention and growth strategies to meet revenue and profitability goals
- Ensure the team manages client relationships and delivers services within client expectations
- Ensure team adopts and utilizes the organization’s client service model and consulting tools
- Address issues and develop solutions impacting clients
- Follow up on outstanding invoices to ensure prompt payment and maintain acceptable credit control position
- Maintain high standards of deliverables through peer review processes, minimizing errors and omissions
- Act as the escalation point for HR and employee issues not resolved in a timely manner
- Renewal and Remarketing
- Initiate renewal processes with broking/flex teams and clients
- Review and discuss renewal terms and plan designs, collaborating with the broking team
- Prepare Renewal Proposal Reports, Claims Analytics, and related reports
- Prepare Service Level Agreements and ensure periodic updates
- Review communication materials, including decks, video guides, FAQs, and other relevant content, participating personally in their preparation
- For online benefits, act as secondary peer reviewer on flex documentation, including plan design and email templates
- Provide onsite communication and presentations of benefits programs to clients’ employees and HR
- Manning the Helpdesk at the client’s office as scheduled
Skills and experience that will lead to success
- Degree or Diploma from a recognized university or polytechnic
- Minimum regulatory requirements (BCP, PGI, GI, HI, M5, M9) for registration as Broking and FA representative with MAS
- At least 8 years of related experience
- Strong analytical, critical thinking, and decision-making skills
- Effective collaboration across departments and organizations
- Ability to work under pressure and manage deadlines
- Positive attitude, influence, and willingness to embrace change
- Knowledge of client profiling and ability to recognize and respond to client needs and priorities
- Alignment with departmental and organizational vision and goals
- Self-directed growth and development
- Strong interpersonal and people management skills
- Ability to work independently and proactively, seeking guidance only in complex situations
- Proficiency in MS Word, Excel, PowerPoint