Aon is in the business of better decisions
At Aon, our focus is on crafting 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 are united through trust as one inclusive group and 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. This helps employers balance offering benefits to employees while managing growing costs. These offerings include end-to-end solutions for establishing and coordinating insured benefits programs. They also involve aligning employee benefit plans with corporate strategy and policies. Additionally, we use our considerable purchasing leverage to achieve the right cost outcomes for clients.
General description of role:
The CRM Team Leader (BU Leader) role is mainly responsible for managing client relationships within their area. This includes setting up and leading all aspects of staff benefit arrangements. They also work to reach revenue goals, engage with client collaborators, and coordinate with internal support teams to ensure timely service. 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:
- Directly responsible for delivering on business revenues (targets for contract renewals and new client acquisition) targeted to the business unit managed. Will lead a team of CRMs to achieve revenue targets through retention & organic growth and cross-sell of existing business and support sales teams to achieve business targets.
- Responsible for team hiring, development, mentoring, guiding, and training team of Client Relationship managers (CRMs) for all client stewardship activities delivered in a professional manner.
- Will support the team in market strategy, RFP processes and market negotiation to ensure quote competitiveness and closures.
- Provide accurate closure and forecast report on monthly, quarterly and end of year business. Role will be required to monitor accuracy of the income booking process & collections reported by their team, including minimizing of reversed incomes and issues around incomplete collections. Maintain the team's weighted pipeline of all renewal and new business opportunities as per RM-wise target/ budget allocation.
- Will train and guide teams to develop consulting expertise and to present and complete all client consulting services including benchmarking, claims reviews and consulting projects. Will guide the team to develop and implement the client benefits strategy according to the principles set by the client. Will ensure the benefits plan is carried out without deviation from those principles.
- Will need to ensure CRMs lead and conclude all legal documentation like NDA, Broker Services Agreement, SLAs, TOBA and enable / conclude all discussions with the respective legal teams including Aon legal and compliance teams.
- Will audit CRMs and liaise with clients at various levels to understand their needs in detail. They will ensure clients receive appropriate advice on all employee benefits areas.
- Will work with Client services teams (who are a separate team that are responsible for transactional services) to ensure quality delivery of services to clients.
- Will promote a collaborative team-work environment by encouraging RMs to work closely with other non-HS colleagues servicing the client. The team must adhere to all local and global protocols and meet the set timelines.
- Actively support & lead Delivering Aon United (DAU) culture. Collaborate among solution lines by identifying key industries and clients with common focus and potential. Collaborate with non-HS lines to identify and support the pursuit of cross-sell opportunities into non-HS lines (HCS, WS, CRS and RIS). Ensure HS member is added as a team member into the Aon Connect opportunity.
- Encourage culture of inter-team collaboration to be assessed via Aon Connect reports and examples of such collaboration including generation of NB opportunities for sales team and specialty teams.
Skills/competencies required:
- Team management and effective communication and presentation skills
- Strong hold on MS Excel and PowerPoint
- Solid understanding of the benefits insurance market in India
- An IRDAI licentiate certificate / other insurance professional qualification will be an added advantage. IRDAI broking certification is required basis role requirement and organization need.
- Ability to develop strong relationships at an operational and CXO level with clients and insurers.
- Must hold a Broker Qualified License
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 workforce with varied perspectives 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
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