Client Portfolio Manager

3 days ago


Sydney, New South Wales, Australia Aon Full time

Aon is a global market leader in the insurance sector, and we are currently seeking an experienced professional to join our team as a Service Executive. As a key member of our Aon Client Services (ACS) team, you will be responsible for assisting with client account portfolio management, working directly alongside Client Managers, and managing client queries and being a subject matter expert for all their portfolio needs.

Based at our Sydney CBD office, you will have the opportunity to collaborate with Client Managers, Client Executives, and Account Executives across multiple sectors. With excellent career advancement opportunities and ongoing training, we are offering the chance for a highly motivated, committed, and driven individual to progress into the position of Account Executive in our ACS Global & Corporate segment.

Key Responsibilities:

  • Assisting with client account portfolio management
  • Working directly alongside Client Managers
  • Managing client queries and being a subject matter expert for all their portfolio needs
  • Attending client meetings and managing relationships with Insurers
  • Assisting with tender responses, policy wordings, renewals, claims histories, endorsements, and reporting
  • Managing quote slips and placing slips
  • Managing invoicing and complex premium calculations
  • Providing leadership to Service Specialists


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