Account Specialist II

3 days ago


Berkeley Heights, New Jersey, United States Aon Full time
About the Role

We are seeking a highly skilled and experienced Account Specialist II to join our Commercial Risk team in Berkeley Heights, NJ. As an Account Specialist II, you will play a critical role in assisting our 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.
  • Manage client relationships, ensuring effective and positive interactions.
  • Perform submission assembly/creation, 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.
  • Collect and analyze data, drafting stewardship reports and other presentations tailored to the needs of the audience.
  • Support and monitor the renewal process, drafting quote comparisons and following up for binders, policies, and endorsements.
  • Collaborate with Premium Accounting on client billing matters.
  • Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
  • Serve as a key client liaison for items such as certificates, auto IDs, location additions, invoices, and policy transmittals.
  • Monitor and follow-up on invoice generation, fee agreements, receivables, and collections.
  • Address and resolve problems, ensuring seamless client experiences.
Requirements
  • 2+ years of previous commercial insurance experience preferred.
  • Property and casualty brokers license preferred or to be obtained within 120 days of start date.
  • Associate's degree preferred or equivalent years of industry experience.
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, 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.

About Aon

Aon is a global professional services firm that helps clients make better decisions, reduce costs, and manage risk. We are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.



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