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Account Specialist

2 months ago

Dallas Texas, United States Aon Corporation Full time
About the Role

Aon Corporation is seeking a highly skilled Account Specialist to join our team in Dallas. As an Account Specialist, 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.
  • Undertake 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.
  • Serve independently in a client-facing capacity on matters of moderate importance and complexity.
  • Perform submission assembly/creation where assigned.
  • Facilitate 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 and 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.
  • At the direction of the Broker, draft quote comparisons and follow up for binders, policies, and endorsements.
  • Where applicable, 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.
  • Primary collaborator with Premium Accounting on client billing matters.
  • Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
  • Serve as 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.
  • May provide guidance and mentoring to a less senior account specialist. Delegate work to support staff and ACS where applicable.
  • Ensure tools are understood and used. Perform related duties as assigned.
Requirements
  • High school diploma or equivalent required.
  • Property & Casualty brokers license preferred, or to be obtained within 120 days of start date.
What We Offer

Aon Corporation 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 at Aon's discretion, 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.