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Insurance Account Specialist

2 months ago

Lincolnshire Illinois, United States Aon Corporation Full time
About the Role

Aon is seeking an experienced Account Specialist to join our team in Lincolnshire, IL. As an Account Specialist, you will play a critical role in delivering exceptional client service and ensuring the timely and accurate processing of insurance-related tasks.

Key Responsibilities
  • Resolve client inquiries and issues related to Aon's Client Services (ACS) delivery, including output delivery, invoice inquiries, and other complex tasks.
  • Identify and retrieve relevant compliance documentation for renewals, invoices, and other ACS deliverables.
  • Perform tasks such as initiating renewals, processing invoices, issuing auto IDs, and resolving premium account discrepancies.
  • Mentor and assist junior staff with more complex account functions.
  • React to field office requests via Broker Desktop tools and ensure timely and accurate outputs.
  • Ensure the accuracy and currency of the system of record (Bridge & Broker Desktop) to meet client expectations.
  • Liaise with outsourced providers to manage and ensure the timeliness and quality of outputs.
  • Upload, index, or attach documents in the Document Management System.
  • Perform pre-renewal account reviews with the field office to meet client expectations.
  • Help colleagues troubleshoot and resolve client issues within the ACS team.
  • Upon policy placement, create policy summaries, schedules of insurance, calculate premium allocations, and provide quality review of all post-placement outputs.
  • Manage and monitor special client projects.
  • Participate in office and client visits.
Requirements
  • Commercial insurance experience is a plus.
  • Ability to effectively communicate verbally and in writing with external and internal clients on client servicing activities.
  • Understanding of operation processes and methodologies, with proven ability to work effectively with moderate guidance and supervision.
  • Strong Excel skills to import/export data, strong Word skills, and some v-lookup experience is a plus.
  • Ability to operate in a fast-paced output-driven environment that requires staff members to multi-task, react quickly, and perform tasks that are not routine.
  • Must maintain appropriate insurance brokers' license or obtain within 6 months of hire.
About Aon

Aon is a global professional services firm that provides a range of risk management, insurance, and reinsurance brokerage, and human resources consulting services. We are committed to creating a diverse and inclusive workplace where all colleagues feel empowered to be their authentic selves.

Aon is proud to be an equal opportunity workplace and 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.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law.

Please contact us to request an accommodation on [url removed].

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

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.

Eligibility for benefits is governed by the applicable plan documents and policies.