Account Specialist

2 weeks ago

Irvine, California, United States Aon Full time
Job Title: Account Specialist I

Aon is seeking a highly skilled Account Specialist I to join our General Industry team in Los Angeles. As an Account Specialist, 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, 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 assigned elements of 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.
  • 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.
  • Collaborate with Premium Accounting on client billing matters, receive and handle routine and sophisticated coverage inquiries and endorsement requests, and serve as key client liaison for items such as certificates, auto IDs, location additions, invoices, Workers 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, address and resolve problems, and may provide guidance and mentoring to a less senior account specialist.
Requirements:
  • High school diploma or equivalent required
  • Associates degree preferred
  • Previous commercial insurance experience preferred
  • Property & Casualty brokers license preferred, or to be obtained 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, 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.

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.

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