Executive Benefits Specialist

1 week ago


Atlanta, Georgia, United States Aon Full time

Executive Benefits Specialist - Executive Life InsuranceAre you looking to be a member of an industry-leading team? Do you want to deliver innovative and effective solutions? If you said yes, then apply to our Executive Benefits Specialist positionThis is a hybrid role with the flexibility to work both virtually and from our Bloomington, MN or Atlanta, GA offices.

Aon is in the business of better decisionsAt 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 likeOur Benefits Specialists provide plan administrative services for multi-life executive life benefit plans and corporate owned life insurance ("COLI"). Interface with plan participants to communicate benefits and process plan and status changes. Compile data from various sources and provide reports to clients utilizing a client database and spreadsheets. Develop relationships with clients and colleagues.

  • Providing exemplary service to Aon clients and their employees; examples include:
    • Managing plan enrollments, including email campaigns
    • Enrolling new participants and auditing new policy data
    • Maintaining plan documentation
    • Using databases and spreadsheets for data auditing and plan reporting
    • Providing accurate deliverables in a timely manner
    • Communicating benefits to plan participants and providing participant-level services
  • Answering participant questions on our toll-free number
  • Forecasting and reconciling revenue
  • Building trusted relationships with clients and colleagues
  • Identifying and implementing ideas for improvement on assigned cases
  • Adhering to standard procedures to ensure accuracy and to control expenses
  • Seeking training and self-development to exhibit an increasing knowledge of the industry

How this opportunity is differentThe Executive Benefits practice has been designing Executive Life Insurance, Deferred Compensation, and Supplemental Disability Benefit plans since 1973. We continue our long tradition of providing creative plan designs, cutting-edge products and funding vehicles, and comprehensive administrative support as we have for more than 40 years.

Skills and experience that will lead to success

  • 0-5 years of corporate experience
  • Open to recent graduates
  • Beginning level working knowledge of MS Office (particularly Excel and Word) with the ability to learn intermediate and advanced level knowledge in a short-time frame
  • Ability to handle a variety of concurrent projects, servicing clients proactively, as well as reacting appropriately to changing priorities
  • Ability to communicate effectively in person, in writing, and on the phone
  • Attention to detail
  • Analytical and creative problem-solving skills
  • Strong ability to organize tasks and data

Preferred Skills

  • 0-5 years of corporate experience in the Financial Services or Benefits Industry (preferred, but not required)
  • Life Insurance, Disability Insurance, or Non-Qualified Deferred Compensation Plan administration experience (preferred, but not required)
  • Intermediate to advanced knowledge of Excel or the ability to quickly learn concepts required for this position, including but not limited to formulas such as FILTER, VLOOKUP, SORT, PROPER, SUMIF, DATEDIF

Education

  • Bachelor's degree in Finance, Risk Management, Business, or related field, or equivalent years of industry experience

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. People with criminal histories are encouraged to apply.

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

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 [$50,000 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.

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