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Account Specialist II
2 months ago
Job Summary:
Aon is seeking a highly skilled Account Specialist II to join our team. As an Account Specialist II, you will play a critical role in managing key processes that serve clients, 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, including complex clients.
- Undertake client-facing and internal activities related to these processes, including assisting Brokers as necessary, particularly on Commercial Risk business.
- Understand the renewal life-cycle process from start to finish and maintain effective and positive relationships with clients.
- 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 other 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 Premium Accounting on client billing matters, receive and handle routine and sophisticated coverage inquiries and endorsement requests, and serve as a 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, address and resolve problems, and provide guidance and mentoring to a less senior account specialist.
Requirements:
- High school diploma or equivalent required.
- Associates degree preferred.
- 2+ years of Insurance experience preferred.
- P&C license preferred, or to be obtained within 120 days of start date.
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 helping our clients make better decisions and achieve their goals through our expertise and innovative solutions.
