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Account Specialist II
2 months ago
Aon is seeking an experienced Account Specialist II to join our team in a hybrid role. As an Account Specialist II, you will play a key role in managing key processes that serve clients, undertaking client-facing and internal activities, and assisting Account Executives and Associate Account Executives on assigned accounts.
Key Responsibilities- Client Management: Maintain effective and positive relationships with clients, serving independently in a client-facing capacity on matters of moderate importance and complexity.
- Submission Assembly: Perform submission assembly/creation where assigned, facilitating the timely and accurate flow of information between clients and account team members.
- Client Open Items: Handle client open items lists and respond to client ad-hoc requests.
- Data Analysis: Gather and analyze data, drafting assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
- Renewal Process: Actively support and monitor the renewal process, drafting quote comparisons and following up for binders, policies, and endorsements.
- Client Liaison: 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.
- Collaboration: Primary collaborator with Premium Accounting on client billing matters, receiving and handling routine and sophisticated coverage inquiries and endorsement requests.
- Problem-Solving: Monitor and follow-up on invoice generation, fee agreements, receivables, and collections, addressing and resolving problems.
- Leadership: May provide guidance and mentoring to a less senior account specialist, delegating work to support staff and ACS where applicable.
- Education: High school diploma or equivalent required, Associates degree preferred.
- Experience: Previous commercial insurance experience preferred, Property & Casualty brokers license preferred, or to be obtained within 120 days of start date.
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, optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.