Associate Director II

Solution Line- Health & Wealth Position type- Full Time Work Location- Bengaluru Sub ARL- 7A (Senior Manager/ Chief Manager) People Manager role: No Required education and certifications critical for the role- Graduates/ Postgraduates Required years of experience – 5-8 years exp 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 committed to our purpose as one firm. We unite through trust as one inclusive group. We are passionate about helping our colleagues and clients succeed. INFORMATION ABOUT THE BUSINESS Aon Health Solutions supports employers in building a market competitive benefits proposition through market leading technology and data insights. It takes a long-term view of insured benefit programs and health risk management initiatives that aim to help employers achieve a balance between using benefits as an employee value proposition and managing bringing up costs. These offerings include complete solutions for establishing and leading all aspects of benefits programs backed by insurance coverage. They also align employee benefit plans with corporate strategy and policies. Additionally, they use our purchasing leverage to secure appropriate cost outcomes for clients. GENERAL DESCRIPTION OF ROLE: The CRM role is mainly responsible for managing the overall client relationship within their scope. This includes setting up and managing employee benefit programs, meeting revenue goals, engaging with client collaborators, and ensuring timely service by coordinating with internal support teams. The scope of insured benefits would extend to Group Medical (Inpatient and Outpatient), Group Accident and Group Life and Travel / Expatriate benefits primarily and Wellbeing initiatives – however other insured benefit plans will also be in scope. Job responsibilities: This will be primarily an individual contributor role reporting to the office director with no team management role envisaged (except where specifically communicated). The client management team members will however work closely with the client services team allocated (by the location leader) to ensure the quality delivery of client services. Be responsible for meeting renewal business broking revenues as per annual targets and for executing/managing employee benefit insurance renewals for all existing clients under their purview. Will also be responsible for generating cross-sell business revenues as per annual targets from existing clients serviced by the employee. Will be primarily responsible to develop and execute the client renewal processes in line with the agreed timeline plan for the client and follow the laid down process without exception including floating quote slips to insurers and negotiating / finalizing premiums for the renewal. Will need to invent and carry out a client benefits strategy consistent with the principles defined for and by the client. The benefits plan must be adhered to without deviation. India | Risk and Human Capital Proprietary & Confidential Will need to lead and conclude all legal documentation like NDA, Broker Services Agreement, SLAs, TOBA and enable / conclude all discussions with the respective legal teams including Anviti legal and compliance teams. Will have the main responsibility for initiating, managing and maintaining positive relationships with all partners at the client’s end in a structured manner. Will act as the client steward and initiate all stewardship activities relating to the account in a timely manner. Will need to present and execute all client consulting services including client benchmarking, claims reviews and consulting projects for the clients under their scope with oversight and support from Location Leader. Will liaise with clients at various levels to understand their needs in detail and ensure that they are appropriately advised on every area of employee benefits and make a final recommendation of service providers that suit the client needs optimally. Will utilize the presence of Location leader/ Experienced CRM as appropriate during discussions. Will develop consulting expertise in the client industry or segment if allocated. Will also identify and develop new business opportunities with other team colleagues in that segment. Will execute all strategy led wellness initiatives with support of the health promotion team Will work closely with other colleagues supporting the client, guaranteeing that all important updates on that client are shared with all. Will take up and carry out any specific projects connected to the development of the H&B practice as allocated They will primarily be vested with the responsibility of managing the client relationships under their purview, be accountable for revenue and cross-sale responsibilities Work alongside the client services group to ensure that client happiness is upheld Skills/competencies required: Effective communication, presentation, consultative selling, advising, and negotiation skills Solid understanding of the insurance benefits market in India primarily with some knowledge of international trends A consulting mind-set, strong analytical skills, a competitive drive, be a team player and is collaborative Ability to manage and excel in ambiguous situations and be a quick learner Worked with small and medium accounts with varied expectations Dynamic self- motivated team player with a track record Demonstrable Relationship Management skills Evidence of having continuously upgraded one’s knowledge base through seminar, training, reading etc. to ensure distinctive client value How we support our colleagues In addition to our comprehensive benefits package, we are proud to be an equal opportunity workforce. At Aon, we believe a diverse workforce is an innovative workforce. Our agile, inclusive environment allows colleagues to manage their wellbeing and work/life balance while empowering you to be your authentic self. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging them to take time to focus on themselves. We offer a variety of workstyle options through our Smart Working model, but we also recognize that flexibility goes beyond just the place of work... and we are all for it! Our continuous learning culture inspires and equips colleagues to learn, share and grow, helping them achieve their fullest potential. As a result, Aon colleagues are more connected, more relevant, and more valued. #LINKEDINTAG 2575458 Solution Line- Health & Wealth Position type- Full Time Work Location- Bengaluru Sub ARL- 7A (Senior Manager/ Chief Manager) People Manager role: No Required education and certifications critical for the role- Graduates/ Postgraduates Required years of experience – 5-8 years exp 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 committed to our purpose as one firm. We unite through trust as one inclusive group. We are passionate about helping our colleagues and clients succeed. INFORMATION ABOUT THE BUSINESS Aon Health Solutions supports employers in building a market competitive benefits proposition through market leading technology and data insights. It takes a long-term view of insured benefit programs and health risk management initiatives that aim to help employers achieve a balance between using benefits as an employee value proposition and managing bringing up costs. These offerings include complete solutions for establishing and leading all aspects of benefits programs backed by insurance coverage. They also align employee benefit plans with corporate strategy and policies. Additionally, they use our purchasing leverage to secure appropriate cost outcomes for clients. GENERAL DESCRIPTION OF ROLE: The CRM role is mainly responsible for managing the overall client relationship within their scope. This includes setting up and managing employee benefit programs, meeting revenue goals, engaging with client collaborators, and ensuring timely service by coordinating with internal support teams. The scope of insured benefits would extend to Group Medical (Inpatient and Outpatient), Group Accident and Group Life and Travel / Expatriate benefits primarily and Wellbeing initiatives – however other insured benefit plans will also be in scope. Job responsibilities: This will be primarily an individual contributor role reporting to the office director with no team management role envisaged (except where specifically communicated). The client management team members will however work closely with the client services team allocated (by the location leader) to ensure the quality delivery of client services. Be responsible for meeting renewal business broking revenues as per annual targets and for executing/managing employee benefit insurance renewals for all existing clients under their purview. Will also be responsible for generating cross-sell business revenues as per annual targets from existing clients serviced by the employee. Will be primarily responsible to develop and execute the client renewal processes in line with the agreed timeline plan for the client and follow the laid down process without exception including floating quote slips to insurers and negotiating / finalizing premiums for the renewal. Will need to invent and carry out a client benefits strategy consistent with the principles defined for and by the client. The benefits plan must be adhered to without deviation. India | Risk and Human Capital Proprietary & Confidential Will need to lead and conclude all legal documentation like NDA, Broker Services Agreement, SLAs, TOBA and enable / conclude all discussions with the respective legal teams including Anviti legal and compliance teams. Will have the main responsibility for initiating, managing and maintaining positive relationships with all partners at the client’s end in a structured manner. Will act as the client steward and initiate all stewardship activities relating to the account in a timely manner. Will need to present and execute all client consulting services including client benchmarking, claims reviews and consulting projects for the clients under their scope with oversight and support from Location Leader. Will liaise with clients at various levels to understand their needs in detail and ensure that they are appropriately advised on every area of employee benefits and make a final recommendation of service providers that suit the client needs optimally. Will utilize the presence of Location leader/ Experienced CRM as appropriate during discussions. Will develop consulting expertise in the client industry or segment if allocated. Will also identify and develop new business opportunities with other team colleagues in that segment. Will execute all strategy led wellness initiatives with support of the health promotion team Will work closely with other colleagues supporting the client, guaranteeing that all important updates on that client are shared with all. Will take up and carry out any specific projects connected to the development of the H&B practice as allocated They will primarily be vested with the responsibility of managing the client relationships under their purview, be accountable for revenue and cross-sale responsibilities Work alongside the client services group to ensure that client happiness is upheld Skills/competencies required: Effective communication, presentation, consultative selling, advising, and negotiation skills Solid understanding of the insurance benefits market in India primarily with some knowledge of international trends A consulting mind-set, strong analytical skills, a competitive drive, be a team player and is collaborative Ability to manage and excel in ambiguous situations and be a quick learner Worked with small and medium accounts with varied expectations Dynamic self- motivated team player with a track record Demonstrable Relationship Management skills Evidence of having continuously upgraded one’s knowledge base through seminar, training, reading etc. to ensure distinctive client value How we support our colleagues In addition to our comprehensive benefits package, we are proud to be an equal opportunity workforce. At Aon, we believe a diverse workforce is an innovative workforce. Our agile, inclusive environment allows colleagues to manage their wellbeing and work/life balance while empowering you to be your authentic self. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging them to take time to focus on themselves. We offer a variety of workstyle options through our Smart Working model, but we also recognize that flexibility goes beyond just the place of work... and we are all for it! Our continuous learning culture inspires and equips colleagues to learn, share and grow, helping them achieve their fullest potential. As a result, Aon colleagues are more connected, more relevant, and more valued. #LINKEDINTAG