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Account manager

Melbourne
beBeeSales
Accountancy Manager
Posted: 31 July
Offer description

Insurance Professional Role

Aon Affinity offers customized insurance programs and specialty market solutions for affinity organizations. This role supports our Personal Lines team, focusing on servicing clients and growing new business.

You will work with a team responsible for managing existing client relationships and pursuing new opportunities. Your key responsibilities include educating clients on risk and insurance products, submitting business, presenting opportunities, and servicing accounts.

Aon is committed to making better decisions that protect and enrich the lives of people worldwide.

* Client portfolio management: handling ongoing client needs and ensuring all requirements are met.
* Proactive service delivery and account management to retain clients.
* Consistent client updates and timely communication via phone and email.
* Reactive and proactive lead generation through inbound, warm, and proactive leads.
* Sales pipeline management: generating revenue through consultative sales approaches.
* Complex client queries resolution and complaint issues assistance.
* Negotiation with insurers and clients outside underwriting guidelines.
* Understanding client financials and providing support for debt management, payment inquiries, and settlements.
* Compliance with regulated processes and systems.
* Daily administration tasks and updates in our online filing system according to Aon standards.
* Process improvement identification to exceed service standards.


Your Pathway to Success

This role provides an opportunity to develop your skills and knowledge in sales and product expertise. You will be onboarded and mentored by experienced professionals, with access to training programs and development resources.

Aon's innovative operating model requires agility and innovation. We expect growth and change over the next few years, offering opportunities for advancement and career development.


Key Qualifications

* Comparable client servicing or sales experience.
* Strong software proficiency, including MS Office and CRM systems.
* Tier 1 accreditation or Insurance Broking qualifications are advantageous.
* Excellent verbal, written, and interpersonal communication skills.
* Ability to build trust and connect with clients.
* Creativity and initiative in problem-solving.
* Data analysis and prioritization skills.
* Goal-oriented, driven by results.
* Keenness to learn and adapt quickly.
* Sales approach and ability to establish strong client connections.


Our Support for You

We offer a comprehensive benefits package, encouraging diversity and inclusivity within our workforce. Our agile environment allows you to manage your wellbeing and work-life balance, ensuring you can perform at your best.

We provide two Global Wellbeing Days per year, promoting self-care and personal time. Our Smart Working policy enables flexible working arrangements, recognizing that work goes beyond the office.

We foster a culture of continuous learning, inspiring you to grow and develop. At Aon, you'll feel connected, relevant, and valued.

We provide reasonable accommodations for individuals with disabilities, ensuring equal access to job opportunities and employment benefits.

Aon values diversity and inclusivity, welcoming employees from all backgrounds. We are proud to be an equal opportunity employer.

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