Mexico City, MEX
10 days ago
Client Service Manager Insurance
Client Service Manager Insurance Aon is in the business of the best decisions At Aon, we craft decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as an inclusive and complementary team, and we are passionate about helping our colleagues and clients succeed. What the typical day will be like The Client Service Coordinator acts as the prime point of contact in leading the largest regional client(s) small and medium clients globally to then developing into running the medium sized clients globally with being able to handle The CSM II is responsible for developing sustainable business partnerships with clients and driving profitable client retention and profitable revenue growth. Key Responsibilities: Client Relationship + Acting as primary point of Escalation for the Client, develop relationships to build trust with senior members within the Client organisation, + Meet with client contacts regularly to discuss performance, service failures, corrective actions, issues, concerns and to understand likely future client changes affecting service; + Ensure the provision of regular service and project reports to clients. + Lead monthly/quarterly client meetings to report on performance of contracted services and projects, discuss future planning. + Act as an expert on Aon services including operations, standard delivery model and product providing support and expertise to clients. + Review the long-term profitability and growth of your client(s) - taking action to improve profitability where relevant, seeking mentorship from more experienced colleagues to help you achieve this agreements, including administration, service centre and change. + Work closely with regional operations team to establish and maintain client satisfaction and a continuously enhancing client relationship. + Knowledge of their client's benefit plan detail to enable them to support the client and the internal team + Building an internal network within client base beyond GBS to have a full understanding of the clients Financial Management + Accountable for billing and then making sure client meets their requirements + Checking and confirming fees being billed to client are correct as well as invoices. + Following up aged debt (invoices past payment date) + Providing Global lead an update on finances for region. Client Project Oversight + Accountable for Scoping and agreeing Change Requests with client for regional items. + Reviewing periodically portfolio of projects to make sure projects on track. Resolve plans to bring back on track if not. + Flagging risks within projects where appropriate. + Accountable for Lessons learned where required. Risk Management + Ensure compliance with Code of Conduct and other relevant legislation + Identify service delivery risks for each client, ensuring mitigating actions are implemented and supervised as appropriate + Input into business risk log for area of ownership + Where profitability falls below required level, identify ways of redressing the balance Skills and experience that will lead to success. + Strong communication skills, helping you to explain complex issues to clients and colleagues. Confident in expressing your viewpoint, both with colleagues and clients. + Active listening skills to build a clear and deep understanding of the client’s circumstances. An ability to positively influence the behaviours and decisions of others, manage multiple relationships and projects concurrently, work independently with general instruction and to prioritise and organise work. + Significant experience in the Benefits Administration environment, including shown experience of leading client relationships. + Demonstrate a solid level of technical expertise across a breadth of client issues + You should be educated to Degree level or equivalent How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. In addition, our agile and inclusive environment allows you to manage your wellbeing and work-life balance, ensuring you can be your best self at Aon. In addition, all our colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of workstyle solutions, but we also recognize that flexibility goes beyond the workplace... and we are all in favor. We call it Smart Working! Our culture of continuous learning inspires and equips you to learn, share, and grow, helping you reach your full potential. As a result, at Aon, you're more relevant, more connected, and more valued. Aon values an innovative and diverse workplace where all colleagues feel empowered to be their authentic selves. Aon prides itself on being an equal opportunity workplace. LI-RG1 2551422 Client Service Manager Insurance Aon is in the business of the best decisions At Aon, we craft decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as an inclusive and complementary team, and we are passionate about helping our colleagues and clients succeed. What the typical day will be like The Client Service Coordinator acts as the prime point of contact in leading the largest regional client(s) small and medium clients globally to then developing into running the medium sized clients globally with being able to handle The CSM II is responsible for developing sustainable business partnerships with clients and driving profitable client retention and profitable revenue growth. Key Responsibilities: Client Relationship + Acting as primary point of Escalation for the Client, develop relationships to build trust with senior members within the Client organisation, + Meet with client contacts regularly to discuss performance, service failures, corrective actions, issues, concerns and to understand likely future client changes affecting service; + Ensure the provision of regular service and project reports to clients. + Lead monthly/quarterly client meetings to report on performance of contracted services and projects, discuss future planning. + Act as an expert on Aon services including operations, standard delivery model and product providing support and expertise to clients. + Review the long-term profitability and growth of your client(s) - taking action to improve profitability where relevant, seeking mentorship from more experienced colleagues to help you achieve this agreements, including administration, service centre and change. + Work closely with regional operations team to establish and maintain client satisfaction and a continuously enhancing client relationship. + Knowledge of their client's benefit plan detail to enable them to support the client and the internal team + Building an internal network within client base beyond GBS to have a full understanding of the clients Financial Management + Accountable for billing and then making sure client meets their requirements + Checking and confirming fees being billed to client are correct as well as invoices. + Following up aged debt (invoices past payment date) + Providing Global lead an update on finances for region. Client Project Oversight + Accountable for Scoping and agreeing Change Requests with client for regional items. + Reviewing periodically portfolio of projects to make sure projects on track. Resolve plans to bring back on track if not. + Flagging risks within projects where appropriate. + Accountable for Lessons learned where required. Risk Management + Ensure compliance with Code of Conduct and other relevant legislation + Identify service delivery risks for each client, ensuring mitigating actions are implemented and supervised as appropriate + Input into business risk log for area of ownership + Where profitability falls below required level, identify ways of redressing the balance Skills and experience that will lead to success. + Strong communication skills, helping you to explain complex issues to clients and colleagues. Confident in expressing your viewpoint, both with colleagues and clients. + Active listening skills to build a clear and deep understanding of the client’s circumstances. An ability to positively influence the behaviours and decisions of others, manage multiple relationships and projects concurrently, work independently with general instruction and to prioritise and organise work. + Significant experience in the Benefits Administration environment, including shown experience of leading client relationships. + Demonstrate a solid level of technical expertise across a breadth of client issues + You should be educated to Degree level or equivalent How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. In addition, our agile and inclusive environment allows you to manage your wellbeing and work-life balance, ensuring you can be your best self at Aon. In addition, all our colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of workstyle solutions, but we also recognize that flexibility goes beyond the workplace... and we are all in favor. We call it Smart Working! Our culture of continuous learning inspires and equips you to learn, share, and grow, helping you reach your full potential. As a result, at Aon, you're more relevant, more connected, and more valued. Aon values an innovative and diverse workplace where all colleagues feel empowered to be their authentic selves. Aon prides itself on being an equal opportunity workplace. LI-RG1
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