Account Executive/Broker III

Profile

Aon is looking for an Account Executive/Broker III. Are you a leader who is comfortable handling and directing surety client fulfillment activities and service support processes? You likely already communicate effectively with your teams and clients to get to this point in your career. If you're interested in joining one of the top surety operations in the world, this may be your next career move!How this role is differentApply your sophisticated knowledge of the surety world to ensure that appropriate resources are accessed and coordinated to achieve client service objectives including efficiency, effectiveness and quality control. We use several proprietary and commercial programs to support our clients, including AonBondLink, Bridge, and Outlook. We'll work with you to get you up to speed on our tools. Part of your role is to ensure complete and accurate usage of tools and automation systems to improve efficiency and reduce transactional costs!What the day will look like:Monitor compliance with Business Process Guidelines (BPG’s) and Signature Service standards.Coordinate/connect with Distribution, Client and Market teams to meet their needs through effective utilization of client fulfillment resources.Oversee carrier relations for operational issues.Communicate with clients, colleagues and sureties to verify that expected levels of service are being met or exceeded.Prepare spreadsheet with client account listings quarterly, which will include premium, income, etc.Maintain fee allocation/income schedule and oversee and coordinate stewardship portfolio data.Prepare monthly narratives for management.Provide surety technical advice and support to non-surety personnel.As a people leaderIdentify and recruit qualified client fulfillment colleagues and provide appropriate training and ongoing performance appraisals. Prepare client account assignment list and assign new and reassign existing accounts for optimal client support. Lead regular collaboration and business review meetings and activities, such as:Monthly meeting with all surety analystsWeekly meeting with team leadersWeekly Activity Reports (WAR) compiled and distributed to client advisory personnel and regular interactions with that team.Weekly conference calls with other directors and collection managers to review collection procedures and processes.Monthly clean-up reports by account and discuss with client fulfillment personnelWeekly/Monthly visits to offices, as neededSkills that will lead to success:A minimum of ten years surety or financial/professional service experience will help you quickly develop yourself in this group. Successful colleagues in this role have strong organizational, time management, and multi-tasking skills with an ability to recognize problems, establish facts and develop valid recommendations. To excel, you'll need to apply your excellent “people” skills, including ability to optimally communicate (both verbal and written) with colleagues, markets and clients.Additional traits include:Ability to prioritize work and manage time effectively.Ability to effectively interpret a variety of technical instructions, taking care of abstract and concrete variables.Experience or education in Risk Management/Insurance.Education and licensing requirementsBachelor’s degree is preferred for this role, or equivalent years of industry experience. Maintain Notary Republic designation and appropriate Producer license and Power of Attorney appointments with major surety markets.How we support our colleaguesIn 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 (EEO) 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. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on **** Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-JG1 2516568,qualifications:UNAVAILABLE,responsibilities:Aon is looking for an Account Executive/Broker III. Are you a leader who is comfortable handling and directing surety client fulfillment activities and service support processes? You likely already communicate effectively with your teams and clients to get to this point in your career. If you're interested in joining one of the top surety operations in the world, this may be your next career move!How this role is differentApply your sophisticated knowledge of the surety world to ensure that appropriate resources are accessed and coordinated to achieve client service objectives including efficiency, effectiveness and quality control. We use several proprietary and commercial programs to support our clients, including AonBondLink, Bridge, and Outlook. We'll work with you to get you up to speed on our tools. Part of your role is to ensure complete and accurate usage of tools and automation systems to improve efficiency and reduce transactional costs!What the day will look like:Monitor compliance with Business Process Guidelines (BPG’s) and Signature Service standards.Coordinate/connect with Distribution, Client and Market teams to meet their needs through effective utilization of client fulfillment resources.Oversee carrier relations for operational issues.Communicate with clients, colleagues and sureties to verify that expected levels of service are being met or exceeded.Prepare spreadsheet with client account listings quarterly, which will include premium, income, etc.Maintain fee allocation/income schedule and oversee and coordinate stewardship portfolio data.Prepare monthly narratives for management.Provide surety technical advice and support to non-surety personnel.As a people leaderIdentify and recruit qualified client fulfillment colleagues and provide appropriate training and ongoing performance appraisals. Prepare client account assignment list and assign new and reassign existing accounts for optimal client support. Lead regular collaboration and business review meetings and activities, such as:Monthly meeting with all surety analystsWeekly meeting with team leadersWeekly Activity Reports (WAR) compiled and distributed to client advisory personnel and regular interactions with that team.Weekly conference calls with other directors and collection managers to review collection procedures and processes.Monthly clean-up reports by account and discuss with client fulfillment personnelWeekly/Monthly visits to offices, as neededSkills that will lead to success:A minimum of ten years surety or financial/professional service experience will help you quickly develop yourself in this group. Successful colleagues in this role have strong organizational, time management, and multi-tasking skills with an ability to recognize problems, establish facts and develop valid recommendations. To excel, you'll need to apply your excellent “people” skills, including ability to optimally communicate (both verbal and written) with colleagues, markets and clients.Additional traits include:Ability to prioritize work and manage time effectively.Ability to effectively interpret a variety of technical instructions, taking care of abstract and concrete variables.Experience or education in Risk Management/Insurance.Education and licensing requirementsBachelor’s degree is preferred for this role, or equivalent years of industry experience. Maintain Notary Republic designation and appropriate Producer license and Power of Attorney appointments with major surety markets.How we support our colleaguesIn 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 (EEO) 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. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on **** Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-JG1,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2022-09-22T15:19:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2023-09-22T15:20:20.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:****York,addressRegion:New York,streetAddress:165 BroadwaynOne Liberty Plaza,postalCode:10006,addressCountry:United States}}}

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