Account Specialist I

4 weeks ago

Philadelphia, Pennsylvania, United States Aon Full time
About the Role

Aon is seeking a highly skilled Account Specialist I to join our commercial risk team in Philadelphia, PA. As an Account Specialist I, you will play a critical role in managing key processes that serve clients, including complex clients, and undertaking client-facing and internal activities related to these processes.

Key Responsibilities
  • Assist Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients and undertaking client-facing and internal activities related to these processes.
  • Assist Brokers as necessary, particularly on Commercial Risk business.
  • Maintain effective and positive relationships with clients, serving independently in a client-facing capacity on matters of moderate importance and complexity.
  • Perform submission assembly/creation where assigned, facilitating the timely and accurate flow of information between clients and account team members.
  • Handle client open items lists and respond to client ad-hoc requests.
  • Gather and analyze data, drafting assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
  • Actively support and monitor the renewal process, drafting quote comparisons and following up for binders, policies, and endorsements.
  • Where applicable, serve as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed efficiently and quality of client deliverables.
  • Primary collaborator with Premium Accounting on client billing matters.
  • Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
  • Serve as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker's Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
  • Monitor and follow-up on invoice generation, fee agreements, receivables, and collections, addressing and resolving problems.
  • May provide guidance and mentoring to a less senior account specialist, delegating work to support staff and ACS where applicable.
  • Ensure tools are understood and used, performing related duties as assigned.
Requirements
  • Associate's degree preferred or equivalent years of industry experience.
  • Property & Casualty Insurance License preferred, or to be acquired within 120 days of start date.
What We Offer

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including 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.

In addition to our comprehensive benefits package, we encourage a diverse workforce. 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. 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 [insert email address].

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.

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