Account Specialist II

3 days ago

Jacksonville, United States Aon Full time

Aon is hiring for an Account Specialist II position for our Private Risk Management team.

This is a hybrid position located in either Jacksonville, FL, Bannockburn, IL, or Chicago, IL.

The Account Specialist II will provide support to Account Executives on assigned accounts, managing- key processes, and undertaking client-facing and internal activities as they relate to the Aon Private Risk Management business group. This is achieved through effective communication and partnership with our internal and outsourced 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 productive relationships with Account Executives and clients
  • Serves independently in a client-facing capacity on matters of moderate importance and complexity.
  • Manages client open actions lists and responds to ad-hoc requests
  • Assists Account Executives in completing renewal reviews, performing quoting and marketing of new and existing accounts, preparing summaries of insurance, proposals, quote disclosure reports, and surplus lines filings
  • Identify and resolve accounting issues and billing discrepancies, documenting claims, processing endorsements, reviewing expirations, appraisals, and completing other client requests and account servicing functions.
  • Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovation, Results and Values
  • Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance Requirements, and Client Promise Methodology)
  • May provide guidance, mentoring and support to a less senior account specialist
  • Performs related duties as assigned

Skills and experience that will lead to success:

  • At least 3-5 years of successful personal lines insurance experience, preferably with high net worth accounts/clients
  • Active P&C license in home state
  • Ability to effectively communicate both verbally and written with external and internal clients on client servicing activities
  • Understands operation processes and methodologies; shown ability to work effectively with limited guidance and supervision
  • Must have strong Excel skills to import/export data
  • Successfully operations in a fast-pace output driven environment that requires staff members to multi-task, react quickly, and perform tasks that are not routine
  • CPRIA, ARM, or other relevant insurance designations are preferred

Education:

  • High School Diploma or GED required, Associate's degree preferred

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 $55,000 to $67,500 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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