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Account Executive / Client Manager - Real Estate

Account Executive / Client Manager - Real Estate

Requisition ID 
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Account Management

Posting Description

Account Executive / Client Manager – Real Estate (Chelmsford, UK)


We're hiring!


Aon is currently recruiting Client Manager to join our Real Estate team based in Chelmsford. The Client Manager will be responsible for a portfolio of real estate clients, working with the Client Directors and Client Service Advisors to co-ordinate, manage and deliver specialty real estate products and services from within the business unit and for the wider Aon Group.

About Aon

Headquartered in London, Aon Plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions.  Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.


Aon is an equal opportunities employer.  Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria.


About the Role

As a Client Manager some of your key responsibilities will involve:

Manage the service provided to clients by own and other business units.

Ensure delivery of the highest level of service to each assigned client in accordance with SoSA and Client Promise Plan.
Identify each client’s service requirements and manage the client service team to ensure service meets or exceeds agree standards
Manage client expectations: keeping them informed of progress, communicating with them as appropriate, and taking appropriate and timely action to identify and correct problems
Ensure delivery to highest standard using best practice processes and conducting regular reviews with clients utilizing the Client Promise methodology
Maintain client files in accordance with agreed procedures, keeping records complete, accurate and up to date and issuing minutes promptly after meetings
Identify and introduce Aon’s products and services to meet the client’s needs and understand and communicate each Client’s business issues and needs to the service team and other parts of Aon.
Build and maintain a good understanding of each client’s business including financial performance, objectives, market perception, products and services, management structure and key personnel
Ensure that each client’s risks are identified and appropriate risk and insurance solutions are provided
Identify the clients other needs and match Aon solutions to those needs where appropriate. Utilising GRIP benchmarking data where applicable
Ensure that actions set out in Client Promise Plans are followed up and completed in a timely fashion
Identify the clients’ existing relationships with Aon and work with them as a “One Aon” team to share information, co-ordinate approach and deliver synergies.
Communicate client and industry knowledge to the service team, other parts of Aon and to insurers as appropriate in conjunction with Client Service Advisors and Brokers
Hold regular team briefings on each client’s business and risk issues
Update the team on key issues following minute client meetings
Build client relationships with key decision-makers.
Identify the key decision-makers and facilitate relationships between these individuals and the appropriate Aon personnel
Keep client advised of key issues, including insurance market trends, changes in legislation and new and innovative products and services
Act as dual servicer for other client managers as required and ensure dual serving on own clients where appropriate
Grow the revenue and profitability of client portfolio and meet annual revenue target.
Identify and monitor the cost of providing service, having the confidence to charge clients for additional work
Ensure that complete and accurate time records are maintained by whole service team using Activity Tracker, to understand and manage client profitability
Develop plans to monitor and where required achieve profitability on all clients in collaboration with Client Director
Identify services outside the SoSA and negotiate additional fees
Ensure payment is made by clients within agreed timescales/Aon’s credit control standards
Comply with regulatory requirements and business procedures, and any other standards or requirements as communicated
Responsible for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company
Ensure all agreed practices and tools are actively and consistently applied
Lead by example by ensuring own activity complies with regulatory requirements and business procedures

Responsible for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.

About you


As a Client Manager your skills and qualifications will ideally include:

ACII or equivalent, preferred
Commercial understanding of real estate business
Understanding the real estate insurance market dynamics

Understanding of the insurance implications arising out of client use of real estate finance/ debt
Strong technical knowledge of real estate classes including property damage, loss of rent, property owners liability.

Understanding of the application of ancillary real estate classes including contract works, latent defects and legal indemnities
Good negotiating, listening and communication skills
Sales skills
Adaptable, focussed and self-disciplined

Salary and Benefits


This role offers a competitive salary and bonus, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits, you will also have the opportunity to choose additional benefits, including healthcare, childcare vouchers and additional holiday.



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