Account Specialist Manager - Dallas, United States - Aon

Description

Account Specialist Manager

Do you want to make an impact? Join a team that prioritizes a collaborative and positive team culture

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

This is an hybrid-based role in our Dallas, TX location.

As an Account Specialist Manager, you will report to the regional Client Service Delivery Leader, with a dotted line to the AE Leader.

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

You are responsible for leading talent development for the Account Specialist population. Through leadership, role modeling, coaching mentoring, training, and engagement, drive individual goal achievement by AS team members.

An example of your day-to-day may be:
70% or more leading AS population including efforts to standardize work, ensure activities are performed by the right group and handle capacity across the team

Up to 30% for Account Management work

Up to 10% supporting collaborating with AE Leaders

How this opportunity is different

Leads efforts for AS staff to achieve and sustain effective alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovation, Results and Values.

Collaborates with AS Staff and Account Management team to establish clear roles, responsibilities, and performance expectations within the team.

Manage and operationalize Account Portfolio and clearly identifies individual AS account load metrics, including number of accounts, complexity of accounts, and inception dates.

Objective is to enable the continued improvement of operational efficiency of the AS portfolio to maximize the impact of our highly functional office team, and to enable effective onboarding and handling of net new clients and expanded relationships with existing clients.

Monitors assigned AS's clients' satisfaction, including both internal and external clients.

Monitors performance and suggests changes in AS assignments and the composition of service teams as appropriate working closely with the AE Leader and CSDL

Works with CSDL and AE Leader on succession planning for key clients, and AS recruiting and talent pipeline. Collect meaningful multi-rater feedback for use in the performance management process.

Swiftly manages any instances of underperformance within the AS team and to advocate for those Account Specialists looking for AE opportunities.

Works with the CSDL on region and national client service delivery initiatives to ensure efficiency and create best practices.

Educates assigned AS's by putting in place training plans in client management, risk management, insurer interface and Aon resources and processes.

Ensures tools are understood and used (including, but not limited to Broker Desktop (PITD and invoice eDelivery), Bridge, RiskView, Delivering Aon United, Aon Avenue, Articulating Aon's Value, Time Tracking, Jeopardy Reporting, AonLine and Client Service Access

Skills and experience that will lead to success

The ideal candidate has several years of proven experience within the Aon Account Management practice, or similar experience.

This candidate has experience with monitoring and increasing colleague engagement on the team, including effective utilization of Smart Working strategies to build team culture and collaboration.

Experience with succession planning for key clients, AS recruiting and talent pipeline. Collecting meaningful feedback for use in the performance management process.

Experience monitoring clients' satisfaction, including both internal and external clients.


Education:
Bachelor's degree or equivalent years of industry experience.

Brokers license preferred, or to be acquired within 90 days of start date

The target salary range for this position is $85,000 - $105,600 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 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.

How we support our colleagues

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.

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 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-TJ1

#LI-HYBRID

Account Specialist Manager

Do you want to make an impact? Join a team that prioritizes a collaborative and positive team culture

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

This is an hybrid-based role in our Dallas, TX location.

As an Account Specialist Manager, you will report to the regional Client Service Delivery Leader, with a dotted line to the AE Leader.

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

You are responsible for leading talent development for the Account Specialist population. Through leadership, role modeling, coaching mentoring, training, and engagement, drive individual goal achievement by AS team members.

An example of your day-to-day may be:
70% or more leading AS population including efforts to standardize work, ensure activities are performed by the right group and handle capacity across the team

Up to 30% for Account Management work

Up to 10% supporting collaborating with AE Leaders

How this opportunity is different

Leads efforts for AS staff to achieve and sustain effective alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovation, Results and Values.

Collaborates with AS Staff and Account Management team to establish clear roles, responsibilities, and performance expectations within the team.

Manage and operationalize Account Portfolio and clearly identifies individual AS account load metrics, including number of accounts, complexity of accounts, and inception dates.

Objective is to enable the continued improvement of operational efficiency of the AS portfolio to maximize the impact of our highly functional office team, and to enable effective onboarding and handling of net new clients and expanded relationships with existing clients.

Monitors assigned AS's clients' satisfaction, including both internal and external clients.

Monitors performance and suggests changes in AS assignments and the composition of service teams as appropriate working closely with the AE Leader and CSDL

Works with CSDL and AE Leader on succession planning for key clients, and AS recruiting and talent pipeline. Collect meaningful multi-rater feedback for use in the performance management process.

Swiftly manages any instances of underperformance within the AS team and to advocate for those Account Specialists looking for AE opportunities.

Works with the CSDL on region and national client service delivery initiatives to ensure efficiency and create best practices.

Educates assigned AS's by putting in place training plans in client management, risk management, insurer interface and Aon resources and processes.

Ensures tools are understood and used (including, but not limited to Broker Desktop (PITD and invoice eDelivery), Bridge, RiskView, Delivering Aon United, Aon Avenue, Articulating Aon's Value, Time Tracking, Jeopardy Reporting, AonLine and Client Service Access

Skills and experience that will lead to success

The ideal candidate has several years of proven experience within the Aon Account Management practice, or similar experience.

This candidate has experience with monitoring and increasing colleague engagement on the team, including effective utilization of Smart Working strategies to build team culture and collaboration.

Experience with succession planning for key clients, AS recruiting and talent pipeline. Collecting meaningful feedback for use in the performance management process.

Experience monitoring clients' satisfaction, including both internal and external clients.


Education:
Bachelor's degree or equivalent years of industry experience.

Brokers license preferred, or to be acquired within 90 days of start date

The target salary range for this position is $85,000 - $105,600 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 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.

How we support our colleagues

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.

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 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-TJ1

#LI-HYBRID