Account Advisor II

1 month ago


Fort Washington, United States Aon Full time

Aon is looking for an Account Advisor II. This is an opportunity to pioneer the Account Advisor II role, which will focus on retaining, renewing, and growing our accounts. This is a hybrid position, located in our Fort Washington, PA office. 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: Manage book of commercial insurance accounts with complex business models and broad insurance needs Responsible for underwriting, obtaining and servicing policies and meeting new business and retention goals Learn program eligibility guidelines the team program(s) so that new business in addition to renewal submission can be qualified for acceptance or declination Underwriting review of submissions including risk analysis, selection and pricing Provide quick and consistent/accurate turnaround for all submissions Provide customer support and assistance to direct clients and prospects to make recommendations and guide/education on products A key component of the position will be timely and accurate delivery of new proposals to direct clients in an effort to hit growth targets Montiors, tracks and follows-up on proposals to ensure customer satisfaction. Works with clients or Sales Advisors to provide coverage overviews and clarifications Use sound judgement and independent thinking to achieve the maximum result within authority and state guidelines Identify premium growth opportunities with current book by cross sell offering other coverage Works with an assigned renewal/ new business territory within an established program Able to follow procedures and investigate issues in order to solve problems Sound judgement and decision making and explains reasons for decisions Interact with underwriters during collaborative team calls about program strategy Interact with underwriting manager on internal referrals and carrier partner for referral of risks to carrier partner that are beyond assigned authority for evaluation and consideration May have extensive interaction with internal and external clients to identify, research and resolve problems Manages daily work independently with check-ins with underwriting manager/ senior underwriter/ program lead Skills and experience that will lead to success 3-5+ years managing a book of commercial insurance accounts Experience with commercial insurance renewals, account growth, account retention, and servicing (endorsements, certifications, etc.) Experience working with a broad mix of commercial insurance carriers and products Enjoy serving customers and aim to beat their expectations every-single-time Enjoy working on a team, but can also get it done on your own You love technology as much as we do and can think outside the box Education: Bachelor’s degree or equivalent years of industry experience Required License: Active Property and Casualty Insurance license; or will be required to take the licensing test and obtain the license within the first 3 months of employment 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 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 $56,000 to $58,000 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 p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-KH2 #LI-HYBRID 2543154 Aon is looking for an Account Advisor II. This is an opportunity to pioneer the Account Advisor II role, which will focus on retaining, renewing, and growing our accounts. This is a hybrid position, located in our Fort Washington, PA office. 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: Manage book of commercial insurance accounts with complex business models and broad insurance needs Responsible for underwriting, obtaining and servicing policies and meeting new business and retention goals Learn program eligibility guidelines the team program(s) so that new business in addition to renewal submission can be qualified for acceptance or declination Underwriting review of submissions including risk analysis, selection and pricing Provide quick and consistent/accurate turnaround for all submissions Provide customer support and assistance to direct clients and prospects to make recommendations and guide/education on products A key component of the position will be timely and accurate delivery of new proposals to direct clients in an effort to hit growth targets Montiors, tracks and follows-up on proposals to ensure customer satisfaction. Works with clients or Sales Advisors to provide coverage overviews and clarifications Use sound judgement and independent thinking to achieve the maximum result within authority and state guidelines Identify premium growth opportunities with current book by cross sell offering other coverage Works with an assigned renewal/ new business territory within an established program Able to follow procedures and investigate issues in order to solve problems Sound judgement and decision making and explains reasons for decisions Interact with underwriters during collaborative team calls about program strategy Interact with underwriting manager on internal referrals and carrier partner for referral of risks to carrier partner that are beyond assigned authority for evaluation and consideration May have extensive interaction with internal and external clients to identify, research and resolve problems Manages daily work independently with check-ins with underwriting manager/ senior underwriter/ program lead Skills and experience that will lead to success 3-5+ years managing a book of commercial insurance accounts Experience with commercial insurance renewals, account growth, account retention, and servicing (endorsements, certifications, etc.) Experience working with a broad mix of commercial insurance carriers and products Enjoy serving customers and aim to beat their expectations every-single-time Enjoy working on a team, but can also get it done on your own You love technology as much as we do and can think outside the box Education: Bachelor’s degree or equivalent years of industry experience Required License: Active Property and Casualty Insurance license; or will be required to take the licensing test and obtain the license within the first 3 months of employment 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 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 $56,000 to $58,000 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 p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-KH2 #LI-HYBRID


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