Account Executive

Account Executive, Insurance Broking

We're hiring! Join our team as an Account Executive, Insurance Broking based in our Penang office. This is a hybrid role with the flexibility to work both virtually and from the office.

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 team and we are passionate about helping our colleagues and clients succeed.

Client Management

What the day will look like

• Providing professional advice to clients in the Health & Benefits department by handling routine enquiries and transactions.
• Preparing renewal reports/proposals which include benefit benchmarking analysis, underwriting specifications and insurance summaries.
• Responsible for new business include remarketing exercise, preparing proposals/benefit benchmarking analysis.
• Support superior in preparing renewal reports/proposals which include benefit benchmarking analysis..
• Follow-up on outstanding broking matters on a timely basis.
• Review the quotes received from insurers in preparation of renewal reports/proposals.
• Review coverage summary to be submitted to insurers for accuracy during quotation exercise and confirmation of placement.
• Monitor and follow-up on policies and endorsements issuance with insurer and preparing advice for billings.
• Ensure accuracy of the policies and endorsements as per clients’ advice.
• Consistently check accuracy of the invoices against insurer’s billing.
• Ensure all deferment/medical requirements are followed through until completion.
• Assist in ensuring credit control are up-to-date and follow-up with clients on premium payment.
• Ensure compliance with company policies, procedures and regulations.
  
  

Data Management

• Ensure clients’ data and information is accurate and updated on timely manner.
• Ensure all clients’ and insurer documentation and correspondences are kept in the designated file/folder for future reference.
• Ensure accuracy on the invoicing and documentation for clients and insurers.
• Ensure all documentation is sent to the clients on timely manner according to the guidelines.
  
  

Skills And Experience That Will Lead To Success

• A degree and relevant working experience in the insurance industry, or in another industry with a strong focus on sales and client interaction.
• Demonstrated experience in client management and data management.
  
  

How We Support Our Colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

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 and inclusive 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 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.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [email protected] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

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