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Account Specialist I

4 months ago

Lincolnshire, United States Aon Full time

Aon is looking for a hybrid Account Specialist I in our Lincolnshire, IL office.

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting the US Small Commercial organization.

The Account Specialist I will assist Account Executives/Brokers on assigned accounts, handling key processes and undertaking client facing and internal activites as they relate to our commercial risk business. This is achieved through effective communication and partnership with our internal and outsourced ACS (Aon Client Services) partners.

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 united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

  • Maintains effective and positive relationships with clients.
  • Perform necessary activities to support Account Executive/Broker team with initiating, marketing, and processing renewals, processing client invoices, requesting auto IDs, assisting with surplus lines processes, resolving account discrepancies in partnership with PASC, initiating endorsement requests. and processing other client requests and account servicing functions.
  • At the direction of the Account Executive/Broker, drafts quote comparisons and follow up for binders, policies, and endorsements.
  • Seeks assistance from senior team members when confronted with unfamiliar or complex processing transactions.
  • Ensure system of record (Bridge, Broker Desktop, and Salesforce) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy details.
  • Handle client open items lists and respond to client ad-hoc requests.
  • Where applicable, serves as the primary work with Aon Client Services (ACS), coordinating activities of the client service teams and ACS to ensure that key processes assigned are performed effectively.
  • Act as the primary work with PASC on client administration matters.
  • Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, WC posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
  • Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovations, Results, and Values.
  • Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance Requirements, and Client Promise Methodology).

Skills and experience that will lead to success:

  • High School Diploma or GED required
  • Associates degree preferred
  • Insurance experience preferred
  • A P&C license is preferred or must be obtained within 90 days of hire

How we support our colleagues :

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $55,000 to $65,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.