Account Specialist II
3 days ago
Aon is seeking a highly skilled Account Specialist II to join our commercial risk team in Philadelphia, PA. As a key member of our team, you will be responsible for assisting 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.
Key Responsibilities- Assist Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients.
- Undertake client-facing and internal activities related to these processes, including complex client management and internal activities.
- Assist Brokers as necessary, particularly on Commercial Risk business.
- Perform submission assembly/creation, facilitate the timely and accurate flow of information between clients and account team members, and handle client open items lists and respond to client ad-hoc requests.
- Gather and analyze data, draft stewardship reports, and create convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
- Actively support and monitor the renewal process, draft quote comparisons, and follow up for binders, policies, and endorsements.
- Collaborate with Aon Client Services (ACS) to ensure that key processes assigned are performed efficiently and the 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, and address and resolve problems.
- May provide guidance and mentoring to a less senior account specialist, delegate work to support staff and ACS where applicable, and ensure tools are understood and used.
- 2+ years of previous commercial insurance experience preferred.
- Property and casualty brokers license preferred or to be obtained within 120 days of start date.
- Maintains effective and positive relationships with clients, serves independently in a client-facing capacity on matters of moderate importance and complexity, and performs submission assembly/creation.
- Gathers and analyzes data, drafts stewardship reports, and creates convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
- Actively supports and monitors the renewal process, drafts quote comparisons, and follows up for binders, policies, and endorsements.
- Collaborates with Aon Client Services (ACS) to ensure that key processes assigned are performed efficiently and the quality of client deliverables.
- Primary collaborator with Premium Accounting on client billing matters.
- Receives and handles routine and sophisticated coverage inquiries and endorsement requests.
- Serves 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.
- Monitors and follows-up on invoice generation, fee agreements, receivables, and collections, and addresses and resolves problems.
- May provide guidance and mentoring to a less senior account specialist, delegates work to support staff and ACS where applicable, and ensures tools are understood and used.
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.
In addition to our comprehensive benefits package, we encourage a diverse workforce and offer a variety of working style solutions to support work-life balance. We also provide two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. Our continuous learning culture inspires and equips you to learn, share, and grow, helping you achieve your fullest potential.
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 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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