Account Specialist I

2 days ago

Philadelphia, Pennsylvania, United States Aon Full time
Account Specialist I Role Overview

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 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 submission assembly, data analysis, and stewardship reporting.
  • Develop and maintain effective relationships with clients, serving independently in a client-facing capacity on matters of moderate importance and complexity.
  • Perform submission assembly, creation, and facilitation of 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, gathering and analyzing data to draft assigned elements of stewardship reports and other presentations.
  • Actively support and monitor the renewal process, drafting quote comparisons and following up for binders, policies, and endorsements as needed.
  • Collaborate with Premium Accounting on client billing matters and serve as the primary point of contact with Aon Client Services (ACS) to ensure efficient key processes and quality client deliverables.
  • Receives and handles routine and sophisticated coverage inquiries and endorsement requests, serving as the key client liaison for items such as certificates, auto IDs, location additions, invoices, and policy transmittals.
  • Monitors and follows-up on invoice generation, fee agreements, receivables, and collections, addressing and resolving problems as needed.
  • May provide guidance and mentoring to less senior account specialists, delegating work to support staff and ACS where applicable.
Requirements

Aon is seeking a highly skilled and experienced professional with a strong background in commercial insurance and a proven track record of success in client-facing roles. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work effectively in a team environment and adapt to changing priorities and deadlines.

Education: 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, medical, dental, and vision insurance, various types of leaves of absence, paid time off, and more.

Aon is an equal opportunity employer and welcomes applications from all qualified candidates. We are committed to creating an inclusive and diverse workplace where all colleagues feel empowered to be their authentic selves.

Aon provides reasonable accommodations to individuals with disabilities and welcomes applications from individuals with arrest and conviction records in accordance with local Fair Chance ordinances.

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