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Account Specialist II

2 months ago

Philadelphia, Pennsylvania, United States Aon Full time
About the Role

We are seeking a highly skilled Account Specialist II to join our Commercial Risk team in Philadelphia. As an Account Specialist II, 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.
  • Perform submission assembly/creation where assigned, 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.
  • 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.
  • Actively support and monitor the renewal process, drafting quote comparisons and following up for binders, policies, and endorsements as directed by the Broker.
  • Coordinate activities with Aon Client Services (ACS) to ensure that key processes assigned are performed efficiently and the quality of client deliverables is maintained.
  • Collaborate with Premium Accounting on client billing matters.
  • Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
  • Serve as the primary point of contact 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, addressing and resolving problems as necessary.
  • May provide guidance and mentoring to a less senior account specialist, delegating work to support staff and ACS where applicable.
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.
  • Maintains effective and positive relationships with clients, serving independently in a client-facing capacity on matters of moderate importance and complexity.
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.

We encourage a diverse workforce and offer a variety of working style solutions to support work-life balance. Our continuous learning culture inspires and equips you to learn, share, and grow, helping you achieve your fullest potential.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.