
Senior Account Broker
- Makati City, Metro Manila
- Permanent
- Full-time
- Contribute in achieving Health Solutions Budget and SPTI target by strict adherence to Renewal Plan Management and booking process based on milestone dates and metric.
- For global accounts - adherence to GBoR renewal metrics.
- Ensure completeness of pre-renewal documents prior to RFP
- Fully support collaboration with the advisory/BD/talent and advisory teams to drive growth through upselling and cross selling activities
- Developing client relationships positively influencing client retention by at least 95%.
- Positive Net Promoter Score from clients and regularly review value proposition to increase overall partnership position.
- Ensure adherence to Aon Broker's Guide and Achieve compliance with Operational Excellence and Data Management KPIs ("Aon Commitments").
- Adhere to Client Service Plan/SLA by accurate and timely delivery of cards, medex, underwriting decisions and endorsements. Adherence to invoice management (complete, accurate and timely invoice) - overdue renewals, booking TAT and zero un-invoiced transactions.
- Adherence to TBS requirements (UAT and plan management - updated every renewal based on agreed metric).
- Adherence to e-filing system following ABG requirements.
- Timely update of TRS and target of at least 65% for external.
- Timely feedback on client queries.
- Demonstrate resilience; the flexibility to adjust to multiple demands, shifting priorities, ambiguity and rapid change
- Ability to work with all levels including senior partners.
- Able to develop simple solutions to complex problems
- Results driven and take accountability for results.
- Highly analytical and diligent
- Curious and willing to learn
- Interested in the insurance market
- Personable and able to build and maintain relationships with internal and external stakeholders
- Proactive and a self-starter
- Able to act with conviction and be a people-influencer
- Able to communicate clearly, both verbally and in writing
- Highly proficient in MS Word, Excel, and PowerPoint