Account Manager - Employee Benefits (Hybrid)

Aon
New York
Workplace: HybridFull timeUSD 55,000 - 85,000Function: Customer Success & Account ManagementExperience: 3+ yearsEducation: associatesSkills: ["Verbal and written communication","Independent discretion","Effective time management","Diligent follow-up","Public speaking"]

Manage a portfolio of client accounts by partnering with Producers and Account Executives to handle day-to-day client servicing. Lead renewal and marketing activities, prepare materials for presentations, and support open enrollment presentations and client meetings. Coordinate with senior team members on RFPs, review benefit and carrier documents for accuracy, answer client and carrier questions, and help maintain client records, reports, and compliance activities (including Form 5500 filing support).

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FursaFursa
Aon
Aon
2 months ago

Account Manager - Employee Benefits (Hybrid)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Manage a portfolio of client accounts by partnering with Producers and Account Executives to handle day-to-day client servicing. Lead renewal and marketing activities, prepare materials for presentations, and support open enrollment presentations and client meetings. Coordinate with senior team members on RFPs, review benefit and carrier documents for accuracy, answer client and carrier questions, and help maintain client records, reports, and compliance activities (including Form 5500 filing support).
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Service a specific set of client accounts through regular client communications and support.
  • •Manage renewal and marketing processes, including preparing RFPs with senior team members.
  • •Review contracts, benefit plan summaries, and carrier source documents for accuracy under direction.
  • •Lead open enrollment presentations and take an active role in client meetings.
  • •Coordinate compliance and client-file activities, including supporting compliance audits and Form 5500 filing as needed.

Pay and Benefits

Salary: USD 55,000 - 85,000
Perks:Paid Leave401k

Key Requirements

  • •Work with Producers and Account Executives to provide day-to-day client servicing for an assigned set of clients.
  • •Lead renewal and marketing processes and help prepare presentation and communications materials.
  • •More than 3 years of client service and/or industry/product line experience.
  • •Associate degree (or equivalent), and BA/BS preferred.
  • •Appropriately licensed or able to obtain licensing if required.
Experience:3+ years
Education:Associate's
Skills:Verbal and written communicationIndependent discretionEffective time managementDiligent follow-upPublic speaking
Tech Stack:Microsoft ExcelMicrosoft PowerPointNFP portal

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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