Client Service Executive

Aon; Alpharetta (GA); Hybrid; USD 125,000 - 135,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Employee stock purchase plan

Long-term incentive awards

Medical, dental, vision insurance

Paid holidays and vacation

Job summary

Aon is seeking a Client Service Executive to support Risk clients from our Alpharetta, GA office with a 50% in-office requirement. You will engage senior clients, coordinate multi-disciplinary teams, and lead program changes to improve profitability and client satisfaction.

Candidates should have 5+ years of client management experience in financial services or related sectors, strong communication skills, and an entrepreneurial, results-driven mindset.

Qualifications

• Bachelor’s degree or equivalent years of industry experience.
• 5+ years client management experience in a financial services, ad agency, or credit card context.
• Experience in a client-focused, consultative service environment.
• Outstanding interpersonal skills to engage senior client officers.
• Entrepreneurial attitude with profit and client satisfaction as priorities.
• Strong cross-functional collaboration to serve client needs.

Responsibilities

• Collaborate with Account Executives and Debt Cancellation clients to market products and improve profitability.
• Facilitate changes to clients’ programs and initiatives.
• Lead internal coordination for program setup, updates to systems and legal docs, training and implementation.
• Drive relationships with marketing, accounting, IT, and call center teams to implement changes.
• Listen to client concerns and identify opportunities to help achieve goals.
• Develop persuasive client communications and support business development presentations.
• Work with leadership to build and deliver training materials for personnel.

Skills

Client management

Interpersonal skills

Cross-functional collaboration

Presentation skills

Time management

Self-starter

Problem solving

Marketing knowledge

Education

Bachelor’s degree or equivalent years of industry experience

Job description

Aon is looking for a Client Service Executive.

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Risk.

This position requires you to be in the Alpharetta, GA office 50% of the time.

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:

• Collaborate with Account Executive and our Debt Cancellation clients in optimally marketing their product to their customers so that the partnership improves its profitability
• Facilitate changes to our clients’ business as they relate to program changes and new initiatives
• Lead all internal coordination efforts related to program set up and change management including updates to internal systems, legal documentation, internal knowledge training, and overall implementation
• Drive relationships and interaction with functional collaborators in marketing, accounting, IT, and call center leadership, etc. to implement the changes recommended
• Actively listen to client concerns, needs, goals or objections, both stated and unstated, to find opportunities
• Writes or otherwise communicates persuasively to client, consumers and other company representatives to help explain product concepts or program changes seeking feedback from peers and managers as appropriate and as the specific situation at hand warrants
• Work with the Senior Vice President, Client Management and other team members to build and conduct persuasive presentations for business development and training of required personnel
• Initiate analyses to figure out the root cause of trends that varies materially from the anticipated results, sharing conclusions with interest parties as appropriate
• Suggest, initiate and manage or coordinate projects in conjunction with other functional areas or subject matter leaders to address specific client issues during the course of managing our client’s program
• Assist in the prioritization of work and task sharing during times of peak demand on particular client relationships
• Help prepares reasonable and accurate budgets while also supervising expenditures

Skills and experience that will lead to success:

• A minimum of 5 plus years client management experience, preferably in the financial services, ad agency or credit card business sector
• Experience in account-focused corporate service environment such as consulting, ad agency, or other client-focused, consultative service environment
• Outstanding interpersonal skills to allow interaction with senior client officers. These skills encourage positive relationships with customers, employees, and third parties. Such relationships benefits the company over the long term
• Entrepreneurial attitude where accountability for profitability and satisfaction are second nature
• Demonstrates teambuilding skills and cultivates strong cross functional relationships to serve client needs
• Communicates effectively and persuasively, both verbally and in writing
• Manages time and resources effectively through strong organization, multi-tasking, delegation, time management and project management skills
• Works independently as a self-starter committed to delivering the highest in customer service, quality and results
• Anticipates problems and works proactively to solve them through creative thinking
• Recognizes when decisions require input from more experienced personnel, exercising good judgment in the balance between initiative and working as a team member.
• Marketing experience preferred with a preference in the Digital marketing arena

Education:

• Bachelor’s degree or equivalent years of industry experience

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.

The salary range for this position (intended for U.S. applicants) is $125,000 to $135,000 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 to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

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.

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