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. Our company is dedicated to our mission, united as a diverse team, eager to assist colleagues and clients. 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 escalating costs. These packages offer full solutions for managing insurance benefit programs, aligning benefits with company goals, and using our buying power for efficient outcomes. General description of role: The CRM Team Leader (BU Leader) manages client relationships, sets benefits coverage, hits revenue goals, collaborates with internal 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: + Directly accountable for achieving business revenue goals (targets for renewing and acquiring new business) set for the managed business unit. 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 execute all client consulting services including benchmarking, claims reviews and consulting projects. Lead team to develop and implement client's benefits strategy following client's principles for consistent plan execution. + 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 collaborate with clients at various levels to grasp their needs thoroughly and guarantee they receive comprehensive advice on all aspects of employee benefits. + 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. + Encourages teamwork by motivating RMs to collaborate with non-HS colleagues, ensuring protocol adherence. + 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 members are 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 Required education and certifications critical for the role- Graduates/ Postgraduates Required years of experience - 8-15 years exp Location – Bengaluru, Gurugram, Mumbai 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. 2570090 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. Our company is dedicated to our mission, united as a diverse team, eager to assist colleagues and clients. 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 escalating costs. These packages offer full solutions for managing insurance benefit programs, aligning benefits with company goals, and using our buying power for efficient outcomes. General description of role: The CRM Team Leader (BU Leader) manages client relationships, sets benefits coverage, hits revenue goals, collaborates with internal 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: + Directly accountable for achieving business revenue goals (targets for renewing and acquiring new business) set for the managed business unit. 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 execute all client consulting services including benchmarking, claims reviews and consulting projects. Lead team to develop and implement client's benefits strategy following client's principles for consistent plan execution. + 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 collaborate with clients at various levels to grasp their needs thoroughly and guarantee they receive comprehensive advice on all aspects of employee benefits. + 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. + Encourages teamwork by motivating RMs to collaborate with non-HS colleagues, ensuring protocol adherence. + 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 members are 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 Required education and certifications critical for the role- Graduates/ Postgraduates Required years of experience - 8-15 years exp Location – Bengaluru, Gurugram, Mumbai 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.